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••••••
Legal name B••••••••• C•••••• M••••••••• L•
Latest filing Apr 15, 2026
First filing on the tape Mar 28, 2019 · 10 filings
SEC status approved since Apr 29, 2019
RAUM
$386M
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
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$386M as of Apr 15, 2026
Mar 30, 2020$413M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 15, 2026
Mar 30, 20200 then
Employees (5.A)3 as of Apr 15, 2026
Mar 30, 20205 then
Private funds1 as of Apr 15, 2026
Mar 30, 20201 then
RAUM -9.7% over the last fiscal year-5.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 15, 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
- $193MderivedRAUM 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
- -9.7%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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$386M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- 0reported
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••••• C•••••• P••••••• L• | Hedge Fund | $471M | 31 | Mar 22, 2016 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• M•••••• A•••••••• · President / Limited Partnercontrolsince 03/2014 · owns 25% to 50%
- G••••••••• F••••• S• · Cfo / Ccocontrolsince 11/2014 · owns less than 5%
- R••••••••• V•••• · Managing Partner / Limited Partnercontrolsince 04/2011 · owns 50% to 75%
- C•••••• M•••••• A•••••••• · Membercontrolsince 05/2017 · owns 25% to 50% of B••••••••• C•••••• M••••••••• ••• L••
- G••••••••• F••••• S• · Membercontrolsince 05/2017 · owns F of B••••••••• C•••••• M••••••••• ••• L••
- R••••••••• V•••• · Managing Membercontrolsince 05/2017 · owns 50% to 75% of B••••••••• C•••••• M••••••••• ••• L••
Entity owners
- B••••••••• C•••••• M••••••••• ••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- B••••••••• C•••••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 3 to 2Mar 31, 2026 to Apr 15, 2026
- Employees · 4 to 3Mar 31, 2026 to Apr 15, 2026
- Discretionary RAUM · $427M to $386MMar 12, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $427M to $386MMar 12, 2025 to Mar 31, 2026
- RAUM · $427M to $386MMar 12, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Mar 19, 2024 to Mar 12, 2025
- Discretionary RAUM · $471M to $427MMar 19, 2024 to Mar 12, 2025
- Pooled vehicle RAUM · $471M to $427MMar 19, 2024 to Mar 12, 2025
- RAUM · $471M to $427MMar 19, 2024 to Mar 12, 2025
- Advisory employees · 4 to 3Mar 22, 2023 to Mar 19, 2024
- Employees · 5 to 4Mar 22, 2023 to Mar 19, 2024
- Discretionary RAUM · $457M to $471MMar 22, 2023 to Mar 19, 2024
- Pooled vehicle RAUM · $457M to $471MMar 22, 2023 to Mar 19, 2024
- RAUM · $457M to $471MMar 22, 2023 to Mar 19, 2024
- Advisory employees · 5 to 4Mar 30, 2022 to Mar 22, 2023
- Employees · 6 to 5Mar 30, 2022 to Mar 22, 2023
- Discretionary RAUM · $567M to $457MMar 30, 2022 to Mar 22, 2023
- Pooled vehicle RAUM · $567M to $457MMar 30, 2022 to Mar 22, 2023
- RAUM · $567M to $457MMar 30, 2022 to Mar 22, 2023
- Advisory employees · 4 to 5Oct 22, 2021 to Mar 30, 2022
- Employees · 5 to 6Oct 22, 2021 to Mar 30, 2022
- Discretionary RAUM · $637M to $567MOct 22, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $637M to $567MOct 22, 2021 to Mar 30, 2022
- RAUM · $637M to $567MOct 22, 2021 to Mar 30, 2022
- Discretionary RAUM · $413M to $637MMar 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $413M to $637MMar 30, 2020 to Mar 31, 2021
- RAUM · $413M to $637MMar 30, 2020 to Mar 31, 2021
- Private funds · 2 to 1Mar 28, 2019 to Mar 30, 2020
- Discretionary RAUM · $235M to $413MMar 28, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $235M to $413MMar 28, 2019 to Mar 30, 2020
- RAUM · $235M to $413MMar 28, 2019 to Mar 30, 2020
Signals
3 dated events
- B••••••••• C•••••• reported RAUM $636.8M, up 54% from $412.7M (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- B••••••••• C•••••• reported RAUM $412.7M, up 76% from $234.9M (2019-03-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- B••••••••• C•••••• filed its initial SEC registration (Form ADV)Mar 28, 2019 · 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
- Firm profile
- LINKEDIN.COM/COMPANY/B•••••••••-CAPITAL-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- B•••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-635-6034reportedpublic record, Form ADV, Apr 15, 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