DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B•••• M•••• C•••••• M••••••••• L•
Latest filing Mar 30, 2026
First filing on the tape Sep 27, 2013 · 24 filings
SEC status approved since Oct 3, 2013
RAUM
$353M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
44%
$155M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$353M as of Mar 30, 2026
Jan 29, 2014$147M then
HNW client RAUM$155M as of Mar 30, 2026
Mar 27, 2020$103M then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Jan 29, 20140 then
Employees (5.A)9 as of Mar 30, 2026
Jan 29, 201422 then
Private funds3 as of Mar 30, 2026
Jan 29, 20141 then
RAUM +18% over the last fiscal year+20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $31.1MderivedHNW RAUM over HNW clients
- Average account
- $44.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $353M, 8 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$198M56%
- High-net-worth individuals$155M44%
- Individual clients
- n/areported
- HNW clients
- 5reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $353M for 8 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.44 fund_share=0.56 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••• M•••• C•••••• P••••••• L• | Hedge Fund | $112M | 12 | Jan 31, 2019 |
| B•••• M•••• C•••••• M••••• F•••• L•••no longer reported | Hedge Fund | $92.6M | 8 | Sep 27, 2013 |
| B•••• M•••• S•••••••• A••••••••• F••• L• | Hedge Fund | $26.3M | 12 | Mar 29, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• R•••••• J•••• · Chief Executive Officer / Chief Investment Officer Of B•••• M•••• C•••••• M••••••••• L•controlsince 06/2013 · owns 25% to 50%
- E••••• B•••••••• J••••• · Chief Compliance Officer / Anti-Money Laundering Compliance Officer Of B•••• M•••• C•••••• M••••••••• L•controlsince 01/2019 · owns less than 5%
- G•••••• B••••• R•••••• · Chief Financial Officer Of B•••• M•••• C•••••• M••••••••• L•controlsince 01/2019 · owns less than 5%
- N•••••• V•••• · Chief Risk Officer Of B•••• M•••• C•••••• M••••••••• L•controlsince 06/2013 · owns 10% to 25%
- B••••••• R•••••• J•••• · Managing Membercontrolsince 06/2013 · owns 75% or more of B•••• M•••• C•••••• H••••••• L••
- N•••••• V•••• · Membercontrolsince 07/2019 · owns 25% to 50% of B•••• M•••• C•••••• H••••••• L••
- R•••• M••••••• A•••••• · Passive Limited Partner Of B•••• M•••• C•••••• M••••••••• L•since 08/2013 · owns 5% to 10%
- S••••• B••••• J•• · Passive Limited Partner Of B•••• M•••• C•••••• M••••••••• L•since 07/2019 · owns 5% to 10%
Entity owners
- B•••• M•••• C•••••• H••••••• L•• · General Partner Of B•••• M•••• C•••••• M••••••••• L•direct · owns 5% to 10%
Related persons
Schedule D 7.A
- B•••• M•••• C•••••• S•• G• L••bankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Assets in custody · $298M to $353MDec 8, 2025 to Mar 30, 2026
- Discretionary RAUM · $298M to $353MDec 8, 2025 to Mar 30, 2026
- HNW RAUM · $153M to $155MDec 8, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $145M to $198MDec 8, 2025 to Mar 30, 2026
- RAUM · $298M to $353MDec 8, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 5, 2025
- Accounts · 7 to 8May 22, 2024 to Mar 31, 2025
- Pooled vehicle clients · 2 to 3May 22, 2024 to Mar 31, 2025
- Assets in custody · $266M to $298MMay 22, 2024 to Mar 31, 2025
- Private funds · 2 to 3May 22, 2024 to Mar 31, 2025
- Discretionary RAUM · $266M to $298MMay 22, 2024 to Mar 31, 2025
- HNW RAUM · $128M to $153MMay 22, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $138M to $145MMay 22, 2024 to Mar 31, 2025
- RAUM · $266M to $298MMay 22, 2024 to Mar 31, 2025
- Related adviser · false to trueMay 22, 2024 to Mar 31, 2025
- Advisory employees · 7 to 8May 17, 2023 to Mar 26, 2024
- Assets in custody · $204M to $266MMay 17, 2023 to Mar 26, 2024
- Employees · 8 to 9May 17, 2023 to Mar 26, 2024
- Discretionary RAUM · $204M to $266MMay 17, 2023 to Mar 26, 2024
- HNW RAUM · $83.7M to $128MMay 17, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $120M to $138MMay 17, 2023 to Mar 26, 2024
- RAUM · $204M to $266MMay 17, 2023 to Mar 26, 2024
- Accounts · 4 to 7Jul 6, 2022 to Mar 29, 2023
- HNW clients · unset to 5.0Jul 6, 2022 to Mar 29, 2023
- Pooled vehicle clients · 1 to 2Jul 6, 2022 to Mar 29, 2023
- Assets in custody · $179M to $204MJul 6, 2022 to Mar 29, 2023
- Employees · 9 to 8Jul 6, 2022 to Mar 29, 2023
- Private funds · 1 to 2Jul 6, 2022 to Mar 29, 2023
- Discretionary RAUM · $179M to $204MJul 6, 2022 to Mar 29, 2023
- HNW RAUM · $70.3M to $83.7MJul 6, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $108M to $120MJul 6, 2022 to Mar 29, 2023
- RAUM · $179M to $204MJul 6, 2022 to Mar 29, 2023
- Related bank · false to trueJul 6, 2022 to Mar 29, 2023
- Assets in custody · $142M to $179MMar 29, 2021 to Mar 28, 2022
- Employees · 7 to 9Mar 29, 2021 to Mar 28, 2022
- Discretionary RAUM · $142M to $179MMar 29, 2021 to Mar 28, 2022
- HNW RAUM · $26.0M to $70.3MMar 29, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $116M to $108MMar 29, 2021 to Mar 28, 2022
- RAUM · $142M to $179MMar 29, 2021 to Mar 28, 2022
- Accounts · 2 to 4Aug 4, 2020 to Mar 29, 2021
Signals
9 dated events
- B•••• M•••• C•••••• M••••••••• L• reported RAUM $210.5M, up 127% from $92.6M (2019-01-31 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Richard Brian Gemoll (Chief Financial Officer Of B•••• M•••• C•••••• M••••••••• L•) appeared on Schedule A of B•••• M•••• C•••••• M••••••••• L•Jan 31, 2019 · Control person joined · fact
- Joseph Benjamin Evers (Chief Compliance Officer / Anti-Money Laundering Compliance Officer Of B•••• M•••• C•••••• M••••••••• L•) appeared on Schedule A of B•••• M•••• C•••••• M••••••••• L•Jan 31, 2019 · Control person joined · fact
- Joseph Daniel Mcnally (Chief Operating Officer / General Counsel Of B•••• M•••• C•••••• M••••••••• L•) no longer on Schedule A of B•••• M•••• C•••••• M••••••••• L• (listed 2018-03-22, absent 2019-01-31)Jan 31, 2019 · Control person left · inference
- Roy Joseph Tylicki (Chief Financial Officer Of B•••• M•••• C•••••• M••••••••• L•) no longer on Schedule A of B•••• M•••• C•••••• M••••••••• L• (listed 2018-03-22, absent 2019-01-31)Jan 31, 2019 · Control person left · inference
- Robert Ryan Anderson (Chief Compliance Officer / Anti-Money Laundering Compliance Officer Of B•••• M•••• C•••••• M••••••••• L•) no longer on Schedule A of B•••• M•••• C•••••• M••••••••• L• (listed 2018-03-22, absent 2019-01-31)Jan 31, 2019 · Control person left · inference
- Trent Donald Bobbs (Principal Of B•••• M•••• C•••••• M••••••••• L•) no longer on Schedule A of B•••• M•••• C•••••• M••••••••• L• (listed 2018-03-22, absent 2019-01-31)Jan 31, 2019 · Control person left · inference
- Troy Michael Holmes (Principal Of B•••• M•••• C•••••• M••••••••• L•) no longer on Schedule A of B•••• M•••• C•••••• M••••••••• L• (listed 2018-03-22, absent 2019-01-31)Jan 31, 2019 · Control person left · inference
- B•••• M•••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Sep 27, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- B••••M••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 414-294-7777reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026