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••• U• L•
Latest filing Mar 31, 2026
First filing on the tape Apr 21, 2023 · 7 filings
SEC status approved since Jun 5, 2023
RAUM
$4.8B
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
79
14 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
13
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$4.8B as of Mar 31, 2026
Mar 29, 2024$3.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20240 then
Employees (5.A)79 as of Mar 31, 2026
Mar 29, 202477 then
Private funds13 as of Mar 31, 2026
Mar 29, 20248 then
RAUM +6.5% over the last fiscal yearIARs 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
- $170MderivedRAUM 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
- unknownderived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.5%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-based, 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.8B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 28reported
- 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•••••• I• B• A••••••• L•••••• P••••••••• | Private Equity Fund | $1.6B | 41 | Sep 28, 2023 |
| I•••••• B• A••••••• L•••••• P••••••••• | Private Equity Fund | $797M | 48 | Sep 28, 2023 |
| B••• F•••••••• B• L•••••• P••••••••• | Private Equity Fund | $728M | 30 | Sep 28, 2023 |
| I•••••• I• A• A••••••• L•••••• P••••••••• | Private Equity Fund | $619M | 41 | Sep 28, 2023 |
| I•••••• A• A••••••• L•••••• P••••••••• | Private Equity Fund | $421M | 48 | Sep 28, 2023 |
| B••• F•••••••• A• L•••••• P••••••••• | Private Equity Fund | $402M | 30 | Sep 28, 2023 |
| I•••••• B• A••••••• A•••••• C••••••••• L•••••• P••••••••• | Private Equity Fund | $169M | 10 | Sep 28, 2023 |
| I•••••• A• A••••••• D•• C••••••••• L•••••• P••••••••• | Private Equity Fund | $110M | 9 | Sep 28, 2023 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• V••••••• T••••• · General Counsel, Coo & Ccocontrolsince 10/2020 · owns less than 5%
- T•••••• L•••• L••• · Chief Financial Officercontrolsince 07/2024 · owns less than 5%
- Z•••••• S••••• · Chief Executive Officercontrolsince 04/2010 · owns less than 5%
- S•••••••• G•••••• W•••••• · Shareholdercontrolsince 03/2013 · owns 75% or more of N•• O•••• C••••••• H••••••• L•••
- Z•••••• J••••• C••••• · Beneficiary, Trusteecontrolsince 07/2002 · owns 50% to 75% of T•• Z••••• F••••• T••••
- Z•••••• S••••• · Beneficiary, Trusteecontrolsince 07/2002 · owns 50% to 75% of T•• Z••••• F••••• T••••
Entity owners
- B••• G• C••• L••• · General Partnerdirect · owns less than 5%
- B••• L•••••• P••••••••• · L•••••• Partnerdirect · owns 75% or more
- 1•••••• O•••••• I••• · Shareholderindirect · owns 75% or more of N•• P•• I• I••••••••• L•••
- A••• C•••••• L••• · Shareholderindirect · owns 75% or more of 1•••••• O•••••• I•••
- A•••• R••••• I••••••••• I••• · Memberindirect · owns 75% or more of A•••• R••••• I••••••••• L••
- A•••• S•• I••••••••• L•••••• · General Partnerindirect · owns F of C••••••• S•• I••••••••• L•
- C••••••• B•• I••••••••• P••• L••• · L•••••• Partnerindirect · owns 75% or more of C••••••• S•• I••••••••• L•
- C•••• B••• I••••••••• P••• L••• · Shareholderindirect · owns 75% or more of C••••••• B•• I••••••••• P••• L•••
- C•••• B••• I••••••••• P••• L••• · Shareholderindirect · owns 75% or more of A•••• R••••• I••••••••• I•••
- G•• ••••••••• P••• L••• · Shareholderindirect · owns 75% or more of G•• B••• H••••••• P••• L•••
- G•• B••• H••••••• P••• L••• · Shareholderindirect · owns 75% or more of C•••• B••• I••••••••• P••• L•••
- M••••••• F•• F•••••• O• T•• G••••••••• O• S•••••••• · Shareholderindirect · owns 75% or more of G•• ••••••••• P••• L•••
- N•• O•••• C••••••• H••••••• L••• · Shareholderindirect · owns 75% or more of O•••• C••••••• H••••••• L•••
- N•• P•• I• I••••••••• L••• · Shareholderindirect · owns 75% or more of O••• H••••••• L••••••
- O••• H••••••• L•••••• · Shareholderindirect · owns 50% to 75% of O••• C•••••••••
- O•••• C••••••• H••••••• L••• · Shareholderindirect · owns 75% or more of A••• C•••••• L•••
- O••• C••••••••• · Shareholderindirect · owns 75% or more of O••• P••••••• G• I•••
- O••• C••••••••• · Shareholderindirect · owns 75% or more of O••• P••••••• C••••••• G• I•••
- O••• P••••••• C••••••• G• I••• · Shareholderindirect · owns 75% or more of O••• P••••••• I•• I••••••••• G• L••
- O••• P••••••• G• I••• · General Partnerindirect · owns F of O••• P••••••• I•• H••••• H••••••• I• L•
Related persons
Schedule D 7.A
- B••• F•••••••• A• G• ••••••• C••• L•••pooled vehicle sponsorn
- B••• F•••••••• B• G• ••••••• C••• L•••pooled vehicle sponsorn
- I•••••• A• A••••••• 2• L••bankn
- I•••••• A• A••••••• 3• L••bankn
- I•••••• A• A••••••• L•••••• P•••••••••bankn
- I•••••• A• A••••••• L••bankn
- I•••••• A• G• ••••••• C••• L•••pooled vehicle sponsorn
- I•••••• B• A••••••• A•••••• C• I••••••••• L•••••• P•••••••••bankn
- I•••••• B• A••••••• C••••• 2• L•••••• P•••••••••bankn
- I•••••• B• A••••••• C••••• L•••••• P•••••••••bankn
- I•••••• B• A••••••• L•••••• P•••••••••bankn
- I•••••• B• A••••••• L••bankn
- I•••••• B• A••••••• P••••••• L•••••• P•••••••••bankn
- I•••••• B• G• ••••••• C••• L•••pooled vehicle sponsorn
- I•••••• I• A• G• ••••••• C••• L•••bankpooled vehicle sponsorn
- I•••••• I• B• G• ••••••• C••• L•••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Dublin, Ireland11 employees
- Dallas, TX7 employees
- Zug, Switzerland5 employees
- S••••••••, Singapore4 employees
- San Francisco, CA3 employees
- , 1 employees
- Dorado, PR1 employees
- Chuo-Ku, Tokyo, Japan1 employees
What changed
consecutive filings, newest first
- Accounts · 26 to 28Apr 1, 2025 to Mar 31, 2026
- Pooled vehicle clients · 26 to 28Apr 1, 2025 to Mar 31, 2026
- Employees · 77 to 79Apr 1, 2025 to Mar 31, 2026
- Private funds · 12 to 13Apr 1, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.5B to $4.8BApr 1, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $4.5B to $4.8BApr 1, 2025 to Mar 31, 2026
- RAUM · $4.5B to $4.8BApr 1, 2025 to Mar 31, 2026
- Accounts · 20 to 26Jul 16, 2024 to Apr 1, 2025
- Pooled vehicle clients · 20 to 26Jul 16, 2024 to Apr 1, 2025
- Financial planning clients · unset to Jul 16, 2024 to Apr 1, 2025
- Other offices · 10 to 8Jul 16, 2024 to Apr 1, 2025
- Private funds · 8 to 12Jul 16, 2024 to Apr 1, 2025
- Discretionary RAUM · $3.4B to $4.5BJul 16, 2024 to Apr 1, 2025
- Pooled vehicle RAUM · $3.4B to $4.5BJul 16, 2024 to Apr 1, 2025
- RAUM · $3.4B to $4.5BJul 16, 2024 to Apr 1, 2025
- Advisory employees · 13 to 14Sep 28, 2023 to Mar 29, 2024
- Employees · 76 to 77Sep 28, 2023 to Mar 29, 2024
- Discretionary RAUM · $3.6B to $3.4BSep 28, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $3.6B to $3.4BSep 28, 2023 to Mar 29, 2024
- RAUM · $3.6B to $3.4BSep 28, 2023 to Mar 29, 2024
- Accounts · unset to 20.0Apr 27, 2023 to Sep 28, 2023
- Pooled vehicle clients · unset to 20.0Apr 27, 2023 to Sep 28, 2023
- Private funds · unset to 8Apr 27, 2023 to Sep 28, 2023
- Discretionary RAUM · unset to 3576291413.0Apr 27, 2023 to Sep 28, 2023
- Non-discretionary RAUM · unset to 0.0Apr 27, 2023 to Sep 28, 2023
- Pooled vehicle RAUM · unset to 3576291413.0Apr 27, 2023 to Sep 28, 2023
- RAUM · unset to 3576291413.0Apr 27, 2023 to Sep 28, 2023
- Business name · B••• to B••• U• L•Apr 21, 2023 to Apr 27, 2023
Signals
4 dated events
- B••• U• L• reported RAUM $4.5B, up 29% from $3.4B (2024-07-16 to 2025-04-01)Apr 1, 2025 · RAUM change · derived
- Mei Sim Jackie Lam (Chief Financial Officer) no longer on Schedule A of B••• U• L• (listed 2024-03-29, absent 2024-07-16)Jul 16, 2024 · Control person left · inference
- Linh Lynn Truong (Chief Financial Officer) appeared on Schedule A of B••• U• L•Jul 16, 2024 · Control person joined · fact
- Bbam filed its initial SEC registration (Form ADV)Apr 21, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••• U• L• · Independent Sponsorsshared crd · capital_provider
- B••• U• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bbam-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- b•••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 469-871-2230reportedpublic 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