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Former SEC-registered adviser

B••••••••• I••••••••• P•••••••

Former SEC-registered adviserToronto, CRD 281189SEC 801-106697website IAPD

Legal name B••••••••• I•••

Latest filing Mar 30, 2017

First filing on the tape Sep 18, 2015 · 4 filings

RAUM

$2.1B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

n/a

beyond the principal office

Private funds

$180M gross assets

History

4 filings and snapshots on the tape

RAUM$2.1B as of Mar 30, 2017

Mar 23, 2016$1.9B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 30, 2017

Mar 23, 20160 then

Employees (5.A)10 as of Mar 30, 2017

Mar 23, 201610 then

Private funds3 as of Mar 30, 2017

Mar 23, 20163 then

RAUM +10% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of Mar 30, 2017; 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: $265MderivedRAUM 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: +10%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 individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody: $109M, 3 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Where the RAUM sits

Form ADV Item 5.D, latest filing

This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 8reported
Financial planning clients: n/areported
Wrap fee programs: noreported
Custody of client assets: $109M for 3 clientsreported
Compensation: % of AUM, performancereported
Class basis: absent from the latest SEC rosterderived

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

Every departure Every arrival

Private funds

6 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
B••••••••• M••••• F••• L•	Hedge Fund	$319M	5	Sep 18, 2015
B••• G••• P•••••• P••••••••• L•	Private Equity Fund	$215M	125	Mar 28, 2023
B••••••••• P••••••• T••••	Hedge Fund	$114M	285	Feb 26, 2018
B••• G••• U• F••••• T••••	Private Equity Fund	$88.2M	17	Mar 28, 2023
B••••••••• O••••••• F•••	Hedge Fund	$13.4M	14	Sep 18, 2015
B••••••••• U••• F••• L•	Hedge Fund	$2.3M	5	Sep 18, 2015

Owners and control persons

Schedule A and B, latest filing

B••••••••• J•••••••• I•• · Chief Executive Officer, Directorcontrol
since 10/2007 · owns less than 5%
B••••••••• L•••••••• S•••••• · Chairmancontrol
since 10/2007 · owns less than 5%
S••• S••••• · President, Cio, Directorcontrol
since 10/2007 · owns less than 5%
B••••••••• J•••••••• I•• · Ownercontrol
since 10/2007 · owns 75% or more of 2•••••• O•••••• I•••
B••••••••• L•••••••• S•••••• · Ownercontrol
since 10/2007 · owns 75% or more of 2•••••• O•••••• I••.
S••• S••••• · Ownercontrol
since 10/2007 · owns 75% or more of 2•••••• O•••••• I•••
S••••• D•••••••• E•• · Chief Operating Officer And Chief Compliance Officer
since 04/2015 · owns less than 5%

Entity owners

2•••••• O•••••• I••• · Owner
direct · owns 25% to 50%
2•••••• O•••••• I•• · Owner
direct · owns 10% to 25%
2•••••• O•••••• I••• · Owner
direct · owns 25% to 50%

Related persons

Schedule D 7.A

B••••••••• M••••• C••••• G• I•••
pooled vehicle sponsory

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 9 to 8
Jun 6, 2016 to Mar 30, 2017
Assets in custody · $53.0M to $109M
Jun 6, 2016 to Mar 30, 2017
Discretionary RAUM · $1.9B to $2.1B
Jun 6, 2016 to Mar 30, 2017
RAUM · $1.9B to $2.1B
Jun 6, 2016 to Mar 30, 2017
Business name · B••••••••• I••• to B••••••••• I••••••••• P•••••••
Sep 18, 2015 to Mar 23, 2016
Assets in custody · $50.6M to $53.0M
Sep 18, 2015 to Mar 23, 2016
Discretionary RAUM · $2.6B to $1.9B
Sep 18, 2015 to Mar 23, 2016
RAUM · $2.6B to $1.9B
Sep 18, 2015 to Mar 23, 2016

Signals

1 dated events

B••••••••• I••• filed its initial SEC registration (Form ADV)
Sep 18, 2015 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

B••••••••• I••••••••• P••••••• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/bloombergsenreportedpublic record, Form ADV, Sep 21, 2026
Website: B•••••••••.COMreportedpublic record, Form ADV, Sep 21, 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: Former SEC-registered adviserderiveda 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