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•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Apr 19, 2017 · 22 filings
SEC status approved since May 18, 2017
RAUM
$194M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$96.9M
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$194M as of Mar 31, 2026
Feb 28, 2018$57.3M then
HNW client RAUM$18.8M as of Mar 21, 2024
Feb 28, 2018$22.4M then
State-registered IARs (5.B.3)1 as of Mar 31, 2026
Feb 28, 20182 then
Employees (5.A)6 as of Mar 31, 2026
Feb 28, 20182 then
Private funds1 as of Mar 31, 2026
Feb 28, 20181 then
RAUM +32% over the last fiscal year+23% a year over threeIARs 2 to 1
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $96.9MderivedRAUM 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
- $24.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween the last two annual amendments
- Advisor growth, one year
- -50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $149M, 1 clientsreportedItem 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$194M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $149M for 1 clientsreported
- 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
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Z•••••• C•••••• B•••••• | Miami Beach, Fl | Mar 5, 2021 | 16 y | 1 |
| K•••••• E••••• W•••• | Steamboat Springs, Co | Feb 25, 2025 | 35 y | 6 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- K•••••• E••••• W•••• from F••••••• C•••••• M••••••••• I•••Feb 25, 2025 · Other
- Z•••••• C•••••• B•••••• from F••••••• C•••••• M••••••••• I•••Mar 5, 2021 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from F••••••• C•••••• M••••••••• I•••Oct 3, 2016 · Steamboat Springs, Co
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••• C•••••• P••••••• L••• | Hedge Fund | $89.6M | 70 | Apr 19, 2017 |
| M•••••••• V•••• F•••• L••• | Hedge Fund | $53.0M | 30 | Mar 23, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• Z••••••• C•••••• · Member, Ceo, And Managercontrolsince 04/2010 · owns 50% to 75%
- W••••• K••••••• E••••• · Member, Cco, And Managercontrolsince 05/2015 · owns 50% to 75%
Related persons
Schedule D 7.A
- B•••••• C•••••• M••••••••• L••bankpooled vehicle sponsorn
- W•••• C••• • A••••••••• P•insurancen
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 6 to 8Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 6 to 8Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $130M to $149MMar 28, 2025 to Mar 31, 2026
- State-registered IARs · 2 to 1Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $147M to $194MMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $147M to $194MMar 28, 2025 to Mar 31, 2026
- RAUM · $147M to $194MMar 28, 2025 to Mar 31, 2026
- Accounts · 15 to 6Mar 21, 2024 to Mar 28, 2025
- Advisory employees · 2 to 3Mar 21, 2024 to Mar 28, 2025
- Charity clients · 1.0 to unsetMar 21, 2024 to Mar 28, 2025
- HNW clients · 5.0 to unsetMar 21, 2024 to Mar 28, 2025
- Pooled vehicle clients · 4 to 6Mar 21, 2024 to Mar 28, 2025
- Assets in custody · $110M to $130MMar 21, 2024 to Mar 28, 2025
- Employees · 3 to 6Mar 21, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 21, 2024 to Mar 28, 2025
- Other offices · 1 to 0Mar 21, 2024 to Mar 28, 2025
- Private funds · 2 to 1Mar 21, 2024 to Mar 28, 2025
- Discretionary RAUM · $133M to $147MMar 21, 2024 to Mar 28, 2025
- HNW RAUM · 18790874.0 to unsetMar 21, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $103M to $147MMar 21, 2024 to Mar 28, 2025
- RAUM · $133M to $147MMar 21, 2024 to Mar 28, 2025
- Related insurance company · true to falseMar 21, 2024 to Mar 28, 2025
- Assets in custody · $82.0M to $110MMar 23, 2023 to Mar 21, 2024
- Discretionary RAUM · $105M to $133MMar 23, 2023 to Mar 21, 2024
- HNW RAUM · $14.7M to $18.8MMar 23, 2023 to Mar 21, 2024
- Pooled vehicle RAUM · $78.2M to $103MMar 23, 2023 to Mar 21, 2024
- RAUM · $105M to $133MMar 23, 2023 to Mar 21, 2024
- Accounts · 14 to 15Nov 11, 2022 to Mar 23, 2023
- Advisory employees · 3 to 2Nov 11, 2022 to Mar 23, 2023
- HNW clients · 6 to 5Nov 11, 2022 to Mar 23, 2023
- Individual clients · 1.0 to unsetNov 11, 2022 to Mar 23, 2023
- Pooled vehicle clients · 1 to 4Nov 11, 2022 to Mar 23, 2023
- Assets in custody · $138M to $82.0MNov 11, 2022 to Mar 23, 2023
- Private funds · 1 to 2Nov 11, 2022 to Mar 23, 2023
- Discretionary RAUM · $162M to $105MNov 11, 2022 to Mar 23, 2023
- HNW RAUM · $21.4M to $14.7MNov 11, 2022 to Mar 23, 2023
- Individual RAUM · 610031.0 to unsetNov 11, 2022 to Mar 23, 2023
- Pooled vehicle RAUM · $138M to $78.2MNov 11, 2022 to Mar 23, 2023
- RAUM · $162M to $105MNov 11, 2022 to Mar 23, 2023
- Related bank · false to trueNov 11, 2022 to Mar 23, 2023
Signals
1 dated events
- B•••••• C•••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Apr 19, 2017 · 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 19, 2026
- Website
- B••••••CAPITALPARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 347-292-9957reportedpublic 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
- $96.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026