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••••••••• C•••••• H•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape May 11, 2018 · 13 filings
SEC status approved since Jun 8, 2018
RAUM
$466M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
18
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$466M as of Mar 31, 2026
Mar 29, 2019$210M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20190 then
Employees (5.A)18 as of Mar 31, 2026
Mar 29, 201918 then
Private funds5 as of Mar 31, 2026
Mar 29, 20194 then
RAUM +7.8% over the last fiscal year+6.3% a year over threeIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- 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
- unknownderivedHNW RAUM over HNW clients
- Average account
- $51.7MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.8%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 pooled vehiclesreportedItem 5.G
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$466M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••••• C•••••• I••••• F••• V• L•• • S••••• B• | Real Estate Fund | $213M | 49 | Mar 31, 2022 |
| B••••••••• C•••••• I••••• F••• I••• L••no longer reported | Real Estate Fund | $106M | 86 | Dec 2, 2015 |
| B••••••••• C•••••• F••• V• L•• • S••••• C• | Real Estate Fund | $63.6M | 38 | Mar 29, 2024 |
| B••••••••• C•••••• I••••• F••• V• L•• • S••••• A• | Real Estate Fund | $19.7M | 34 | Mar 29, 2019 |
| B••••••••• C•••••• F••• I•• L•no longer reported | Real Estate Fund | $15.2M | 30 | Mar 30, 2018 |
| B••••••••• I••••••••• O••••••••• F•••• L••no longer reported | Real Estate Fund | $1.8M | 1 | Dec 2, 2015 |
| B••••••••• C•••••• I••••• F••• I•• L•• | Real Estate Fund | $0 | 42 | Dec 2, 2015 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• N•••••••• S•••• · Managing Partnercontrolsince 11/2011 · owns less than 5%
- J••••••• J••••• F•••• · Chief Compliance Officercontrolsince 11/2011 · owns less than 5%
- L••••• R••••• J••••••• · Managing Partnercontrolsince 10/2017 · owns less than 5%
- L•••• S••••• L•• · Cfocontrolsince 05/2014 · owns less than 5%
- T•••••••• B••••• K••••• · Partnercontrolsince 11/2011 · owns less than 5%
- C•••••• N•••••••• S•••• · Membercontrolsince 12/2015 · owns 75% or more of N•• H•••••••• L••
- J••••••• J••••• F•••• · Membercontrolsince 12/2015 · owns 75% or more of J•• H•••••••• L••
- T•••••••• B••••• K••••• · Membercontrolsince 12/2015 · owns 75% or more of T••••••• H•••••••• L••
Entity owners
- J•• H•••••••• L•• · Memberdirect · owns 25% to 50%
- N•• H•••••••• L•• · Memberdirect · owns 25% to 50%
- T••••••• H•••••••• L•• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- B••••••••• C•••••• P••••••• I•• L••investment adviserpooled vehicle sponsorn
- B••••••••• C•••••• P••••••• I••• L••investment adviserpooled vehicle sponsorn
- B••••••••• C•••••• P••••••• V• L••investment adviserpooled vehicle sponsorn
- B••••••••• P••••••• L••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Portland, ME3 employees
What changed
consecutive filings, newest first
- Accounts · 8 to 9Nov 26, 2025 to Mar 31, 2026
- Advisory employees · 11 to 12Nov 26, 2025 to Mar 31, 2026
- Pooled vehicle clients · 8 to 9Nov 26, 2025 to Mar 31, 2026
- Employees · 17 to 18Nov 26, 2025 to Mar 31, 2026
- Other offices · 1 to 0Nov 26, 2025 to Mar 31, 2026
- Discretionary RAUM · $432M to $466MNov 26, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $432M to $466MNov 26, 2025 to Mar 31, 2026
- RAUM · $432M to $466MNov 26, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 15, 2025
- Accounts · 9 to 8Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 12 to 11Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 9 to 8Mar 29, 2024 to Mar 31, 2025
- Employees · 19 to 17Mar 29, 2024 to Mar 31, 2025
- Private funds · 4 to 5Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $403M to $432MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $403M to $432MMar 29, 2024 to Mar 31, 2025
- RAUM · $403M to $432MMar 29, 2024 to Mar 31, 2025
- Accounts · 7 to 9Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 11 to 12Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 7 to 9Mar 31, 2023 to Mar 29, 2024
- Private funds · 3 to 4Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $387M to $403MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $387M to $403MMar 31, 2023 to Mar 29, 2024
- RAUM · $387M to $403MMar 31, 2023 to Mar 29, 2024
- Accounts · 8 to 7Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 10 to 11Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 8 to 7Mar 31, 2022 to Mar 31, 2023
- Employees · 18 to 19Mar 31, 2022 to Mar 31, 2023
- Private funds · 4 to 3Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $410M to $387MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $410M to $387MMar 31, 2022 to Mar 31, 2023
- RAUM · $410M to $387MMar 31, 2022 to Mar 31, 2023
- Accounts · 5 to 8Aug 10, 2021 to Mar 31, 2022
- Advisory employees · 11 to 10Aug 10, 2021 to Mar 31, 2022
- Pooled vehicle clients · 5 to 8Aug 10, 2021 to Mar 31, 2022
- Employees · 19 to 18Aug 10, 2021 to Mar 31, 2022
- Other offices · 2 to 1Aug 10, 2021 to Mar 31, 2022
- Discretionary RAUM · $343M to $410MAug 10, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $343M to $410MAug 10, 2021 to Mar 31, 2022
- RAUM · $343M to $410MAug 10, 2021 to Mar 31, 2022
Signals
2 dated events
- Lee S•••• L••• (Cfo) appeared on Schedule A of B••••••••• C•••••• H•••••••• L••Mar 29, 2019 · Control person joined · fact
- B••••••••• C•••••• H•••••••• L•• filed its initial SEC registration (Form ADV)May 11, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••••••• C•••••• H•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/B•••••••••-CAPITALreportedpublic record, Form ADV, Sep 19, 2026
- Website
- B•••••••••CAP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (248) 745-1700reportedpublic record, Form ADV, Mar 31, 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
- Asset manager (funds and pooled vehicles)deriveda 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
Across the graphs
B••••••••• C•••••• H•••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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