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•••••• A•••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Jan 6, 2016 · 24 filings
SEC status approved since Feb 11, 2016
RAUM
$16B
reported, Item 5.F
Discretionary
92%
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
46
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
43
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$16B as of Mar 31, 2026
Mar 31, 2017$5.8B then
HNW client RAUM$1.3B as of Mar 28, 2024
Mar 30, 2018$2.0B then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20170 then
Employees (5.A)46 as of Mar 31, 2026
Mar 31, 201731 then
Private funds43 as of Mar 31, 2026
Mar 31, 201737 then
RAUM +46% over the last fiscal year+13% 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
- $286MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%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
- +46%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 vehicles, selection of other advisersreportedItem 5.G
- Custody
- yesreportedItem 9.A
- 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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$13B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 57reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.79 institutional_share=0.0 related_bd=true related_bank=true bd_reps=1.0derived
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
58 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••••• I••••••••• P••••••• I•• L••• | Private Equity Fund | $990M | 149 | Jan 6, 2016 |
| B••• A••••••••• I••• | Hedge Fund | $598M | 289 | Apr 1, 2013 |
| B••• A••••••••• I••• | Hedge Fund | $303M | 538 | Apr 1, 2013 |
| B••• R••• E••••• A••••••••• | Real Estate Fund | $296M | 230 | Mar 29, 2019 |
| B••• A••••••••• V•• | Private Equity Fund | $290M | 489 | Mar 29, 2019 |
| B••• L••• S••••••• A••••••••• | Private Equity Fund | $181M | 326 | Mar 30, 2018 |
| C•••••••• I••••••••• P••••••• I••• L••• | Private Equity Fund | $114M | 114 | Jan 6, 2016 |
| B••• D••••• I••••• A••••••••• | Private Equity Fund | $112M | 192 | Mar 31, 2017 |
| B••• N••••••• L• | Private Equity Fund | $106M | 368 | Mar 31, 2021 |
| B••• C••••• | Private Equity Fund | $104M | 242 | Mar 31, 2022 |
| B••• T•••• A••••••••• | Private Equity Fund | $89.1M | 48 | Jan 6, 2016 |
| B••• W•••••• L••• | Private Equity Fund | $86.0M | 477 | Mar 31, 2022 |
| B••• A••••••••• I•••• L••• | Private Equity Fund | $81.5M | 505 | Apr 1, 2013 |
| C•••••••• I••••••••• S••••• | Private Equity Fund | $77.0M | 47 | Jan 6, 2016 |
| C•••••••• T•••• I••••••••• P•••••••• L••• | Private Equity Fund | $69.0M | 57 | Jan 6, 2016 |
| B••• A••••••••• | Hedge Fund | $64.4M | 270 | Apr 1, 2013 |
| B••• T•••• A••••••••• I•••• | Hedge Fund | $52.4M | 322 | Apr 1, 2013 |
| B••• T•••• A••••••••• I••••• L••• | Hedge Fund | $49.4M | 24 | Apr 1, 2013 |
| B••••••• R••• A••••• F•••• L••• | Private Equity Fund | $49.1M | 23 | Jan 6, 2016 |
| B••••••• R••• A••••• F••• 2•••• L••• | Private Equity Fund | $41.1M | 29 | Mar 30, 2018 |
| B••• V•••••• A••••••••• I••• | Venture Capital Fund | $32.6M | 212 | Mar 31, 2017 |
| B••• I•••••••• | Private Equity Fund | $29.1M | 66 | Mar 31, 2022 |
| B••• A••••••••• I•• L••• | Private Equity Fund | $24.7M | 39 | Jan 6, 2016 |
| B••• Q•••• A••• L••• | Private Equity Fund | $23.4M | 270 | Mar 31, 2017 |
| B••• R••• E••••• A••••••••• •• | Real Estate Fund | $21.2M | 84 | Mar 29, 2019 |
| C•••••••• I••••••••• P••••••• I•• L••• | Private Equity Fund | $20.9M | 35 | Mar 28, 2024 |
| B••• T••• O••••••••• | Private Equity Fund | $19.7M | 187 | Mar 27, 2020 |
| B••• L••• S••••••• A••••••••• I••• | Private Equity Fund | $18.3M | 119 | Mar 31, 2022 |
| B••••••• L•• C••••••••• I••••••••• L••• | Hedge Fund | $18.0M | 66 | Jan 6, 2016 |
| B••• A••• L••• | Private Equity Fund | $13.3M | 280 | Mar 30, 2016 |
| B••• A••••••••• I•••• L••• | Hedge Fund | $13.2M | 80 | Apr 1, 2013 |
| B••• C••••• •• | Private Equity Fund | $11.7M | 106 | Mar 31, 2022 |
| B••• J••••••• L••no longer reported | Private Equity Fund | $10.1M | 15 | Jan 6, 2016 |
| B••• A••••••••• I•••no longer reported | Hedge Fund | $9.6M | 157 | Apr 1, 2013 |
| B••• V•••••• A••••••••• | Venture Capital Fund | $8.9M | 212 | Apr 1, 2013 |
| B••• T•••• A••••••••• I•• L•••no longer reported | Private Equity Fund | $6.2M | 11 | Jan 6, 2016 |
| B••• V•••••• I•••• | Venture Capital Fund | $5.7M | 99 | Mar 31, 2023 |
| B••• A••••••••• I••••no longer reported | Private Equity Fund | $5.1M | 272 | Apr 1, 2013 |
| B••• A••••••••• I•••• | Private Equity Fund | $4.8M | 267 | Mar 28, 2024 |
| B••• D••••••••• L• | Private Equity Fund | $3.4M | 144 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- C•••••••• C••••• J•••• · Partner, Partner Investmentscontrolsince 01/2014 · owns less than 5%
- W•••• M••••••• D• C••••• · Partner & Chief Operating Officer & Chief Financial Officer, B••• Capitalcontrolsince 01/2005 · owns less than 5%
- C••••••••• J•••• P•••••• · Partnercontrolsince 12/1997 · owns F of B••• C•••••• H•••••••• L•
- G••••• D••••• B••••••• · Partnercontrolsince 01/2008 · owns F of B••• C•••••• H•••••••• L•
- L•••••• J•••••••• S•••• · Partnercontrolsince 12/1997 · owns F of B••• C•••••• H•••••••• L•
- J•••••••• K•••• W•••••• · Deputy General Counsel & Head Of Partner Tax, B••• Capitalsince 09/2015 · owns less than 5%
- L•••••• C•••• M••••••• · Partner & Chief Financial Officer, Coinvest, Gp & Partner Servicessince 12/2012 · owns less than 5%
- W••••••• S••••• F••••••• · Partner & Chief Compliance Officer, B••• Capitalsince 01/2018 · owns less than 5%
- G••••• C••••••••• G•••••• · Partnersince 09/2018 · owns F of B••• C•••••• H•••••••• L•
- W•••• M••••••• D• C••••• · Partnersince 01/2005 · owns F of B••• C•••••• H•••••••• L•
- W••••••• S••••• F••••••• · Partner & Chief Compliance Officer, B••• Capitalsince 01/2018 · owns F of B••• C•••••• H•••••••• L•
Entity owners
- B••• C••••••• L• · L•••••• Partnerdirect · owns 75% or more
- B••••••• A••••••• •••• L•• · General Partnerdirect · owns less than 5%
- B••• C•••••• •••• L•• · General Partnerindirect · owns F of B••• C••••••• L•
- B••• C•••••• H•••••••• L• · L•••••• Partnerindirect · owns 75% or more of B••• C••••••• L•
- B••• C••••••• L• · Memberindirect · owns 75% or more of B••••••• A••••••• •••• L••
Related persons
Schedule D 7.A
- A•••• R••••••••• M•••••••• M••••••investment advisern
- B••• C•••••• ••••••••• P••• L•••investment advisern
- B••• C•••••• ••• L••••••investment advisern
- B••• C•••••• A••••••• •••••• P••• L•••investment advisern
- B••• C•••••• A•••• M•••••• M••••••••investment advisern
- B••• C•••••• C••••• ••••• L•••investment advisern
- B••• C•••••• C••••• ••••••••• P••• L•••investment advisern
- B••• C•••••• C••••• C•• A•••••••• L•investment adviserbanknRAUM $2.1B
- B••• C•••••• C••••• U••• C•• M•••••• I•• L•investment adviserbankn
- B••• C•••••• C••••• U••• C•• M••••••• L••investment adviserbankn
- B••• C•••••• C•••••• L•investment adviserbanknRAUM $76B
- B••• C•••••• C•••••• L•••investment advisern
- B••• C•••••• C•••••• L•investment advisern
- B••• C•••••• D••••••••• L••broker-dealern
- B••• C•••••• D••••• I•••••• L•investment adviserbankn
- B••• C•••••• I•••••••• S••••••••• L•investment adviserbanknRAUM $5.4B
- B••• C•••••• I••••••••• ••••••• L••••••investment advisern
- B••• C•••••• I••••••••• •••••••• L••••••investment advisern
- B••• C•••••• I••••••••• ••••••••• S•••••••investment advisern
- B••• C•••••• L••• S•••••••• L•investment adviserbankn
- B••• C•••••• P••••••••• S••••••••• L•investment adviserbanknRAUM $1.7B
- B••• C•••••• P•••••• E••••• ••••• L•••investment advisern
- B••• C•••••• P•••••• E••••• •••••••• L••investment advisern
- B••• C•••••• P•••••• E••••• ••••••• L••investment advisern
- B••• C•••••• P•••••• E•••••• L•investment adviserbanknRAUM $96B
- B••• C•••••• P••••• E•••••• L•investment adviserbanknRAUM $242M
- B••• C•••••• R••• E•••••• L•investment adviserbanknRAUM $10.0B
- B••• C•••••• T••• O••••••••• L•investment adviserbankn
- B••• C•••••• V•••••••• L•investment adviserbanknRAUM $9.8B
- B••• M••••••••• L••pooled vehicle sponsorn
Advisers that list B••• C•••••• A•••• M••••••••• L• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- RAUM · $11B to $16BMar 31, 2025 to Mar 31, 2026
- Accounts · 51 to 57Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 2 to 9Mar 31, 2025 to Mar 31, 2026
- BD registered reps · 0 to 1Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 51 to 56Mar 31, 2025 to Mar 31, 2026
- Employees · 36 to 46Mar 31, 2025 to Mar 31, 2026
- Private funds · 40 to 43Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $9.9B to $15BMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.3B to $1.2BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $11B to $13BMar 31, 2025 to Mar 31, 2026
- Accounts · 224 to 51Jul 31, 2024 to Mar 31, 2025
- Advisory activities · 3 to 2Jul 31, 2024 to Mar 31, 2025
- Business name · B••••••• A•••••••• L• to B••• C•••••• A•••• M••••••••• L•Jul 31, 2024 to Mar 31, 2025
- HNW clients · 173.0 to unsetJul 31, 2024 to Mar 31, 2025
- Employees · 26 to 36Jul 31, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jul 31, 2024 to Mar 31, 2025
- Legal name · B••••••• A•••••••• L• to B••• C•••••• A•••• M••••••••• L•Jul 31, 2024 to Mar 31, 2025
- Discretionary RAUM · $9.8B to $9.9BJul 31, 2024 to Mar 31, 2025
- HNW RAUM · 1280471000.0 to unsetJul 31, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $2.7B to $1.3BJul 31, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $11B to $11BJul 31, 2024 to Mar 31, 2025
- RAUM · $12B to $11BJul 31, 2024 to Mar 31, 2025
- Accounts · 220 to 224Mar 31, 2023 to Mar 28, 2024
- HNW clients · 168 to 173Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 52 to 51Mar 31, 2023 to Mar 28, 2024
- Employees · 34 to 26Mar 31, 2023 to Mar 28, 2024
- Private funds · 43 to 40Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $8.3B to $9.8BMar 31, 2023 to Mar 28, 2024
- HNW RAUM · $1.4B to $1.3BMar 31, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $2.9B to $2.7BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $9.9B to $11BMar 31, 2023 to Mar 28, 2024
- RAUM · $11B to $12BMar 31, 2023 to Mar 28, 2024
- Accounts · 212 to 220Mar 31, 2022 to Mar 31, 2023
- HNW clients · 162 to 168Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 50 to 52Mar 31, 2022 to Mar 31, 2023
- Employees · 31 to 34Mar 31, 2022 to Mar 31, 2023
- Private funds · 41 to 43Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $8.2B to $8.3BMar 31, 2022 to Mar 31, 2023
- HNW RAUM · $1.6B to $1.4BMar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $3.2B to $2.9BMar 31, 2022 to Mar 31, 2023
Signals
9 dated events
- B••• C•••••• A•••• M••••••••• L• reported RAUM $16.3B, up 46% from $11.2B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Benjamin David Gross (Partner) appeared on Schedule A of B••• C•••••• A•••• M••••••••• L•Jun 28, 2024 · Control person joined · fact
- Nmn Joshua Bekenstein (Partner) no longer on Schedule A of B••• C•••••• A•••• M••••••••• L• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Gerard Stephen Pagliuca (Partner) no longer on Schedule A of B••• C•••••• A•••• M••••••••• L• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- B••• C•••••• A•••• M••••••••• L• reported RAUM $11.4B, up 26% from $9.0B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Alan Michael Krupka (Partner) no longer on Schedule A of B••• C•••••• A•••• M••••••••• L• (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- William Steven Barnes (Partner) no longer on Schedule A of B••• C•••••• A•••• M••••••••• L• (listed 2020-06-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- B••• C•••••• A•••• M••••••••• L• reported RAUM $7.6B, up 32% from $5.8B (2017-03-31 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- B••••••• A•••••••• L••• filed its initial SEC registration (Form ADV)Jan 6, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••• C•••••• A•••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- B••••••• A•••••••• L• · Private Equityshared crd · organization
- B••••••• A•••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Principal office phone
- 617-516-2318reportedpublic 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•••••• A•••• M••••••••• 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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