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••• R••• M••••••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Dec 12, 2013 · 29 filings
SEC status approved since Jan 2, 2014
RAUM
$2.0B
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
9
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$2.0B as of Mar 31, 2026
Mar 27, 2014$529M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20140 then
Employees (5.A)9 as of Mar 31, 2026
Mar 27, 20144 then
Private funds10 as of Mar 31, 2026
Mar 31, 20151 then
RAUM -0.4% over the last fiscal year+17% a year over threeIARs 0 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
- $204MderivedRAUM 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
- -0.4%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, otherreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$2.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• R••• C•••••• P•• L••• | Private Equity Fund | $445M | 4 | Mar 31, 2017 |
| B••• R••• C••••••• L••• | Private Equity Fund | $402M | 18 | Mar 31, 2015 |
| B••• R••• C•••••• I•• L••• | Private Equity Fund | $123M | 8 | Mar 31, 2022 |
| B••• R••• C•••••• P• I•• L••• | Private Equity Fund | $123M | 2 | Mar 31, 2022 |
| B• S•• C••••••••• L••• | Private Equity Fund | $121M | 1 | Mar 31, 2022 |
| B•• N••••••• P•••• C••••••••• L••• | Private Equity Fund | $118M | 10 | Mar 30, 2016 |
| B•• V••••••• P••••••• C••••••••• L• | Private Equity Fund | $72.9M | 3 | Mar 31, 2017 |
| B• S••••••••• C••••••••• L••• | Private Equity Fund | $49.9M | 1 | Mar 30, 2020 |
| B•• V••••••• C••••••••• L• | Private Equity Fund | $47.1M | 2 | Mar 31, 2017 |
| B• I• P•• P• C••••••••• L• | Private Equity Fund | $36.5M | 1 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B•••• D••••• J••••• · Partnercontrolsince 12/2013 · owns 10% to 25%
- D•••••• J•••• M••••••• · Partnercontrolsince 12/2013 · owns 25% to 50%
- L••••••• R•••••• J••• · Chief Compliance Officercontrolsince 01/2018 · owns less than 5%
- P••••••••• L•••• A••••• · Partnercontrolsince 12/2013 · owns 10% to 25%
- A•••••••• D•••••• W••••• · Sole Shareholdercontrolsince 04/2005 · owns 75% or more of O•••••• M••••••••• I•••
- D•••••• J•••• M••••••• · Managing Membercontrolsince 12/2013 · owns 50% to 75% of B••• R••• M••••••••• L••
Entity owners
- B••• R••• M••••••••• L•• · General Partnerdirect · owns less than 5%
- O•••••• H•••••• I• L••• · Managing Memberindirect · owns 75% or more of O•••••• M••••••••• L••
- O•••••• M••••••••• I••• · General Partnerindirect · owns F of O•••••• H•••••• I• L•••
- O•••••• M••••••••• L•• · Limited Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- B••• R••• C••••••••• G• I•• L••pooled vehicle sponsorn
- B••• R••• C••••••••• G•• L••pooled vehicle sponsorn
- B••• R••• G• I•• L•••bankpooled vehicle sponsorn
- B••• R••• G•• L•••bankpooled vehicle sponsorn
- B••• R••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- compensation changedChange between filings · filing Mar 31, 2026performance-based compensation (Item 5.E.6): yes on the filing of 2025-03-31, no on the filing of 2026-03-31peers: asset managers, $1B to $5B (1,506)
- custody status changedChange between filings · filing Mar 31, 2026custody of client assets (Item 9.A): yes on the filing of 2025-03-31, no on the filing of 2026-03-31peers: asset managers, $1B to $5B (1,506)
What changed
consecutive filings, newest first
- Assets in custody · 1902744864.0 to unsetMar 31, 2025 to Mar 31, 2026
- Custody of client assets · true to falseMar 31, 2025 to Mar 31, 2026
- Financial planning clients · to 0Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.1B to $2.0BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.1B to $2.0BMar 31, 2025 to Mar 31, 2026
- RAUM · $2.1B to $2.0BMar 31, 2025 to Mar 31, 2026
- Assets in custody · $1.5B to $1.9BApr 27, 2024 to Mar 31, 2025
- Financial planning clients · unset to Apr 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.6B to $2.1BApr 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.6B to $2.1BApr 27, 2024 to Mar 31, 2025
- RAUM · $1.6B to $2.1BApr 27, 2024 to Mar 31, 2025
- Related bank · true to falseApr 27, 2024 to Mar 31, 2025
- Accounts · 9 to 10May 1, 2023 to Mar 29, 2024
- Pooled vehicle clients · 9 to 10May 1, 2023 to Mar 29, 2024
- Assets in custody · $1.2B to $1.5BMay 1, 2023 to Mar 29, 2024
- Private funds · 9 to 10May 1, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.3B to $1.6BMay 1, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.3B to $1.6BMay 1, 2023 to Mar 29, 2024
- RAUM · $1.3B to $1.6BMay 1, 2023 to Mar 29, 2024
- Assets in custody · $976M to $1.2BApr 27, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.2B to $1.3BApr 27, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.2B to $1.3BApr 27, 2022 to Mar 31, 2023
- RAUM · $1.2B to $1.3BApr 27, 2022 to Mar 31, 2023
- Related adviser · true to falseApr 27, 2022 to Mar 31, 2023
- Accounts · 6 to 9Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 6 to 9Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $754M to $976MMar 31, 2021 to Mar 31, 2022
- Private funds · 6 to 9Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $882M to $1.2BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $882M to $1.2BMar 31, 2021 to Mar 31, 2022
- RAUM · $882M to $1.2BMar 31, 2021 to Mar 31, 2022
- Assets in custody · $643M to $754MMay 4, 2020 to Mar 31, 2021
- Discretionary RAUM · $793M to $882MMay 4, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $793M to $882MMay 4, 2020 to Mar 31, 2021
- RAUM · $793M to $882MMay 4, 2020 to Mar 31, 2021
- Accounts · 5 to 6Apr 30, 2019 to Mar 30, 2020
- Advisory employees · 5 to 6Apr 30, 2019 to Mar 30, 2020
- Pooled vehicle clients · 5 to 6Apr 30, 2019 to Mar 30, 2020
- Employees · 8 to 9Apr 30, 2019 to Mar 30, 2020
- Private funds · 5 to 6Apr 30, 2019 to Mar 30, 2020
Signals
4 dated events
- B••• R••• M••••••••• L••• reported RAUM $2.1B, up 28% from $1.6B (2024-04-27 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- B••• R••• M••••••••• L••• reported RAUM $1.6B, up 26% from $1.3B (2023-05-01 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- B••• R••• M••••••••• L••• reported RAUM $1.2B, up 39% from $881.6M (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- B••• R••• M••••••••• L••• filed its initial SEC registration (Form ADV)Dec 12, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••• R••• M••••••••• L••• · Independent Sponsorsshared crd · capital_provider
- B••• R••• M••••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blue-road-managementreportedpublic record, Form ADV, Sep 19, 2026
- Website
- b•••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212.822.9710reportedpublic 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