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SEC-registered adviser
B•••• I••••••••• G••••• L••
Latest filing Apr 2, 2026
First filing on the tape Feb 23, 2016 · 22 filings
SEC status approved since Mar 1, 2016
RAUM
$427M
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
16
11 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
2
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$427M as of Apr 2, 2026
Mar 31, 2017$200M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 2, 2026
Mar 31, 20170 then
Employees (5.A)16 as of Apr 2, 2026
Mar 31, 20178 then
Private funds2 as of Apr 2, 2026
Mar 31, 20171 then
RAUM +19% over the last fiscal year-3.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 2, 2026; every figure names its basis
Archetypes, each a printed rule
- institutional asset m•••••• · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- 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
- $107MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 77%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $427M, 4 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)
- 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
- State and municipal entities$330M77%
- Pooled investment vehicles$97.1M23%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $427M for 4 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.23 institutional_share=0.77 related_bd=false related_bank=false 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•••• P••••••••• V••••••• I•• L• | Real Estate Fund | $137M | 2 | Feb 23, 2016 |
| B•••• A•••••• I• S••••••• L• | Real Estate Fund | $58.0M | 2 | Mar 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• E•••• · Managing Member/Ceo/Ciocontrolsince 06/2022 · owns 25% to 50%
- C••••• B••••• A•••• · Executive Chairmancontrolsince 06/2022 · owns 25% to 50%
- K•• A••• H•• C••• · Managing Member/Cfo/Cco/Coocontrolsince 06/2022 · owns 25% to 50%
Related persons
Schedule D 7.A
- B•••• A•••••• I• S•••••• G•• L••pooled vehicle sponsorn
- B•••• A•••••• I• S••••••• L•pooled vehicle sponsorn
- B•••• C•••••• I•• L••pooled vehicle sponsorn
- B•••• I• C••••••••• L••pooled vehicle sponsorn
- B•••• P••••••••• V••••••• I•• L•pooled vehicle sponsorn
- B•••• V••••••• I•• M••••••• L••pooled vehicle sponsory
Advisers that list B•••• I••••••••• G••••• L•• as a related person
- 154269 y
Offices
Schedule D 1.F, the 25 largest
- New York, NY2 employees
- Costa Mesa, CA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Assets in custody · $360M to $427MApr 4, 2025 to Mar 26, 2026
- Employees · 14 to 16Apr 4, 2025 to Mar 26, 2026
- Discretionary RAUM · $360M to $427MApr 4, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $115M to $97.1MApr 4, 2025 to Mar 26, 2026
- RAUM · $360M to $427MApr 4, 2025 to Mar 26, 2026
- Advisory employees · 12 to 11Mar 29, 2024 to Apr 4, 2025
- Assets in custody · $410M to $360MMar 29, 2024 to Apr 4, 2025
- Employees · 16 to 14Mar 29, 2024 to Apr 4, 2025
- Financial planning clients · unset to Mar 29, 2024 to Apr 4, 2025
- Other offices · 3 to 2Mar 29, 2024 to Apr 4, 2025
- Discretionary RAUM · $410M to $360MMar 29, 2024 to Apr 4, 2025
- Pooled vehicle RAUM · $195M to $115MMar 29, 2024 to Apr 4, 2025
- RAUM · $410M to $360MMar 29, 2024 to Apr 4, 2025
- Assets in custody · $471M to $410MFeb 8, 2024 to Mar 29, 2024
- Discretionary RAUM · $471M to $410MFeb 8, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $266M to $195MFeb 8, 2024 to Mar 29, 2024
- RAUM · $471M to $410MFeb 8, 2024 to Mar 29, 2024
- Related adviser · true to falseMar 31, 2023 to Feb 8, 2024
- Accounts · 3 to 4Aug 3, 2022 to Mar 31, 2023
- Advisory employees · 11 to 12Aug 3, 2022 to Mar 31, 2023
- Advisory activities · 3 to 2Aug 3, 2022 to Mar 31, 2023
- Assets in custody · $524M to $471MAug 3, 2022 to Mar 31, 2023
- Employees · 14 to 16Aug 3, 2022 to Mar 31, 2023
- Other offices · 1 to 3Aug 3, 2022 to Mar 31, 2023
- Discretionary RAUM · $524M to $471MAug 3, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $274M to $266MAug 3, 2022 to Mar 31, 2023
- RAUM · $524M to $471MAug 3, 2022 to Mar 31, 2023
- Accounts · 2 to 3May 27, 2021 to Mar 31, 2022
- Advisory employees · 10 to 11May 27, 2021 to Mar 31, 2022
- Assets in custody · $300M to $524MMay 27, 2021 to Mar 31, 2022
- Employees · 11 to 14May 27, 2021 to Mar 31, 2022
- Discretionary RAUM · $300M to $524MMay 27, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $300M to $274MMay 27, 2021 to Mar 31, 2022
- RAUM · $300M to $524MMay 27, 2021 to Mar 31, 2022
- Advisory employees · 5 to 10Mar 30, 2020 to Mar 30, 2021
- Pooled vehicle clients · 1 to 2Mar 30, 2020 to Mar 30, 2021
- Employees · 7 to 11Mar 30, 2020 to Mar 30, 2021
- Accounts · 1 to 2Apr 30, 2018 to Mar 29, 2019
- Assets in custody · $200M to $300MApr 30, 2018 to Mar 29, 2019
- Private funds · 1 to 2Apr 30, 2018 to Mar 29, 2019
Signals
3 dated events
- B•••• I••••••••• G••••• L•• reported RAUM $523.8M, up 75% from $300.0M (2021-05-27 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- B•••• I••••••••• G••••• L•• reported RAUM $300.0M, up 50% from $200.0M (2018-04-30 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- B•••• I••••••••• G••••• L•• filed its initial SEC registration (Form ADV)Feb 23, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••• I••••••••• G••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- B••••INVESTMENTGROUP.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 310-689-7700reportedpublic record, Form ADV, Apr 2, 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
- Institutional managerderiveda 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•••• I••••••••• G••••• 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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