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•••••• U• L••
Latest filing Mar 31, 2026
First filing on the tape Nov 26, 2014 · 20 filings
SEC status approved since Jan 7, 2015
RAUM
$31B
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
6
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$31B as of Mar 31, 2026
Mar 30, 2016$18B then
HNW client RAUM$0 as of Mar 31, 2026
Mar 28, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20160 then
Employees (5.A)6 as of Mar 31, 2026
Mar 30, 201611 then
Private funds: 1
RAUM +11% over the last fiscal year+8.7% 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
- $31BderivedRAUM 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
- +11%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
- otherreportedItem 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$31B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 1reported
- 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=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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••••• E••• C•• I• W•••••••• D••••••••• A••••••• C••••••no longer reported | Securitized Asset Fund | $52.1M | 0 | Nov 23, 2016 |
| B•••••• S••• S•••••• I• L••no longer reported | Hedge Fund | $0 | 36 | Mar 1, 2022 |
Owners and control persons
Schedule A and B, latest filing
- M•••••• D•••••• E•••• · Sole Director And Shareholder (B Ordinary)controlsince 12/2013 · owns 75% or more of B•••••• C•••••• ••• C•••••• L••
- A••••••• D•••••• H••••• · Chief Compliance Officer/Counselsince 01/2023 · owns less than 5%
- D••••••• A••••• M•••••• · Chief Operating Officer/General Counselsince 12/2013 · owns less than 5%
- O•••••• T•••••• M•••••• · Head Of E•••••An Investmentssince 01/2017 · owns less than 5%
Entity owners
- B•••••• C•••••• ••• C•••••• L•• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- B•••••• C•••••• E••••• M••••••••• L••pooled vehicle sponsorn
- B•••••• C•••••• G•• L••pooled vehicle sponsorn
- B•••••• C•••••• M••••••••• L•investment adviserbankyRAUM $33B
- B•••••• O••••••••• F••• I• G•• L••pooled vehicle sponsorn
- B•••••• S••• S•••••• I• L••n
Advisers that list B•••••• C•••••• U• L•• as a related person
- 144078 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $28B to $31BApr 7, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $28B to $31BApr 7, 2025 to Mar 31, 2026
- RAUM · $28B to $31BApr 7, 2025 to Mar 31, 2026
- Financial planning clients · unset to Aug 29, 2024 to Apr 7, 2025
- HQ state · unset to Aug 29, 2024 to Apr 7, 2025
- Discretionary RAUM · $26B to $28BAug 29, 2024 to Apr 7, 2025
- Pooled vehicle RAUM · $26B to $28BAug 29, 2024 to Apr 7, 2025
- RAUM · $26B to $28BAug 29, 2024 to Apr 7, 2025
- Discretionary RAUM · $24B to $26BJun 15, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $24B to $26BJun 15, 2023 to Mar 26, 2024
- RAUM · $24B to $26BJun 15, 2023 to Mar 26, 2024
- Employees · 7 to 6Jan 5, 2023 to Mar 30, 2023
- Discretionary RAUM · $30B to $24BJan 5, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $30B to $24BJan 5, 2023 to Mar 30, 2023
- RAUM · $30B to $24BJan 5, 2023 to Mar 30, 2023
- Private funds · 1 to unsetMar 1, 2022 to Mar 30, 2022
- Discretionary RAUM · $28B to $30BMar 1, 2022 to Mar 30, 2022
- Pooled vehicle RAUM · $28B to $30BMar 1, 2022 to Mar 30, 2022
- RAUM · $28B to $30BMar 1, 2022 to Mar 30, 2022
- Private funds · unset to 1Mar 30, 2021 to Mar 1, 2022
- Advisory employees · 6 to 5Mar 27, 2020 to Mar 30, 2021
- Employees · 8 to 7Mar 27, 2020 to Mar 30, 2021
- Discretionary RAUM · $25B to $28BMar 27, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $25B to $28BMar 27, 2020 to Mar 30, 2021
- RAUM · $25B to $28BMar 27, 2020 to Mar 30, 2021
- Advisory employees · 5 to 6Mar 28, 2019 to Mar 27, 2020
- Discretionary RAUM · $17B to $25BMar 28, 2019 to Mar 27, 2020
- Pooled vehicle RAUM · $17B to $25BMar 28, 2019 to Mar 27, 2020
- RAUM · $17B to $25BMar 28, 2019 to Mar 27, 2020
- Advisory employees · 6 to 5Mar 28, 2018 to Mar 28, 2019
- Employees · 10 to 8Mar 28, 2018 to Mar 28, 2019
- Discretionary RAUM · $16B to $17BMar 28, 2018 to Mar 28, 2019
- Pooled vehicle RAUM · $16B to $17BMar 28, 2018 to Mar 28, 2019
- RAUM · $16B to $17BMar 28, 2018 to Mar 28, 2019
- Accounts · 2 to 1Sep 12, 2017 to Mar 28, 2018
- Advisory employees · 7 to 6Sep 12, 2017 to Mar 28, 2018
- Charity clients · unset to 0.0Sep 12, 2017 to Mar 28, 2018
- Corporate clients · unset to 0.0Sep 12, 2017 to Mar 28, 2018
- HNW clients · unset to 0.0Sep 12, 2017 to Mar 28, 2018
- Individual clients · unset to 0.0Sep 12, 2017 to Mar 28, 2018
Signals
2 dated events
- B•••••• C•••••• U• L•• reported RAUM $24.6B, up 47% from $16.7B (2019-03-28 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- B•••••• C•••••• U• L•• filed its initial SEC registration (Form ADV)Nov 26, 2014 · 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••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +44 (0) 203 770 6700reportedpublic 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