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••• E•••••
Legal name B•••• C••• E••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Apr 21, 2016 · 22 filings
SEC status approved since Apr 27, 2016
RAUM
$1.0B
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
$524M
derived; firm RAUM over IAPD count
Employees
9
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$1.0B as of Mar 31, 2026
Mar 29, 2017$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20170 then
Employees (5.A)9 as of Mar 31, 2026
Mar 29, 20177 then
Private funds7 as of Mar 31, 2026
Mar 29, 20179 then
RAUM -30% over the last fiscal year-22% 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
- $524MderivedRAUM 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
- $150MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -30%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 vehicles, otherreportedItem 5.G
- Custody
- $165M, 3 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)
- 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$1.0B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $165M for 3 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=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| W•••••• W•••••• M••••••• | Houston, Tx | May 24, 2016 | 11 y | 0 |
| M••• N••••• S••••• | Houston, Tx | May 26, 2016 | 11 y | 0 |
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
none on the tape
Private funds
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••• C••• E••••• I••• L••• | Private Equity Fund | $807M | 19 | Dec 19, 2018 |
| B••••••• H••••••• I• L•• | Private Equity Fund | $664M | 6 | Mar 27, 2020 |
| B••••••• H••••••• I•• L•• | Private Equity Fund | $462M | 4 | Mar 30, 2021 |
| B•••• C••• E••••• I•• L••• | Private Equity Fund | $310M | 43 | Mar 29, 2017 |
| B••••••• H••••••• L•• | Private Equity Fund | $123M | 15 | Dec 19, 2018 |
| B•••••• H•••••••• L•• | Private Equity Fund | $44.8M | 15 | Apr 21, 2016 |
| B••••••• H•••••••• L••no longer reported | Private Equity Fund | $34.9M | 68 | Apr 21, 2016 |
| B•••• C••• E•••••• L••• | Private Equity Fund | $27.4M | 47 | Apr 21, 2016 |
| B••••• H••••••• L•• | Private Equity Fund | $18.8M | 18 | Mar 30, 2018 |
| B•••• C••• E••••• A•••••••• F••• I•• L••• | Private Equity Fund | $12.2M | 30 | Mar 29, 2017 |
| B•••• C••• E••••• A•••••••• F••• I••• L••• | Private Equity Fund | $11.0M | 10 | Dec 19, 2018 |
| B•••••• H•••••••• L•• | Private Equity Fund | $4.7M | 3 | Apr 21, 2016 |
| B•••• C••• E••••• A•••••••• F•••• L••• | Private Equity Fund | $1.7M | 20 | Apr 21, 2016 |
| B•••••• H••••••• L••no longer reported | Private Equity Fund | $118,218 | 4 | Mar 29, 2019 |
| B••••••• H•••••••• L•• | Private Equity Fund | $112,355 | 9 | Mar 29, 2017 |
| B••••• A••••••••• L•• | Private Equity Fund | $42,137 | 16 | Mar 29, 2017 |
Owners and control persons
Schedule A and B, latest filing
- K••••••• A•••••• E••••• · Chief Compliance Officer, Chief Financial Officer, Managing Directorcontrolsince 01/2023 · owns less than 5%
- L••••••••• D•••••• P••• · General Counsel & Managing Directorcontrolsince 04/2017 · owns less than 5%
- M•••••••• W••••••• W•••••• · Founder, Managing Partnercontrolsince 05/2015 · owns less than 5%
Related persons
Schedule D 7.A
- B•••• C••• E••••• G• I•• L•••pooled vehicle sponsorn
- B•••• C••• E••••• G• I••• L•••pooled vehicle sponsorn
- B•••• C••• E••••• G•• L•••pooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $1,505,652,016 to $1,047,155,162 (-30.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 3.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 2.9% percentile
What changed
consecutive filings, newest first
- Accounts · 14 to 7Jul 30, 2025 to Mar 31, 2026
- Advisory employees · 8 to 7Jul 30, 2025 to Mar 31, 2026
- Pooled vehicle clients · 14 to 7Jul 30, 2025 to Mar 31, 2026
- Assets in custody · $246M to $165MJul 30, 2025 to Mar 31, 2026
- Employees · 10 to 9Jul 30, 2025 to Mar 31, 2026
- Private funds · 14 to 7Jul 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.5B to $1.0BJul 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.5B to $1.0BJul 30, 2025 to Mar 31, 2026
- RAUM · $1.5B to $1.0BJul 30, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jul 30, 2025
- Advisory employees · 9 to 8Jun 4, 2024 to Mar 28, 2025
- Assets in custody · $235M to $246MJun 4, 2024 to Mar 28, 2025
- Employees · 11 to 10Jun 4, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.5B to $1.5BJun 4, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.5B to $1.5BJun 4, 2024 to Mar 28, 2025
- RAUM · $1.5B to $1.5BJun 4, 2024 to Mar 28, 2025
- Assets in custody · $386M to $235MMar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.2B to $1.5BMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.2B to $1.5BMar 30, 2023 to Mar 28, 2024
- RAUM · $2.2B to $1.5BMar 30, 2023 to Mar 28, 2024
- Advisory employees · 10 to 9Jan 26, 2023 to Mar 30, 2023
- Assets in custody · $353M to $386MJan 26, 2023 to Mar 30, 2023
- Employees · 10 to 11Jan 26, 2023 to Mar 30, 2023
- Discretionary RAUM · $1.8B to $2.2BJan 26, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $1.8B to $2.2BJan 26, 2023 to Mar 30, 2023
- RAUM · $1.8B to $2.2BJan 26, 2023 to Mar 30, 2023
- Related adviser · true to falseMar 30, 2022 to Jul 21, 2022
- Related bank · true to falseMar 30, 2022 to Jul 21, 2022
- Advisory employees · 11 to 10Mar 30, 2021 to Mar 30, 2022
- Assets in custody · $825M to $353MMar 30, 2021 to Mar 30, 2022
- Employees · 11 to 10Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.7B to $1.8BMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.7B to $1.8BMar 30, 2021 to Mar 30, 2022
- RAUM · $1.7B to $1.8BMar 30, 2021 to Mar 30, 2022
- Advisory employees · 13 to 11Mar 27, 2020 to Mar 30, 2021
- Assets in custody · $352M to $825MMar 27, 2020 to Mar 30, 2021
- Employees · 13 to 11Mar 27, 2020 to Mar 30, 2021
- Discretionary RAUM · $1.2B to $1.7BMar 27, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $1.2B to $1.7BMar 27, 2020 to Mar 30, 2021
- RAUM · $1.2B to $1.7BMar 27, 2020 to Mar 30, 2021
Signals
11 dated events
- B•••• C••• E••••• reported RAUM $1.0B, down 30% from $1.5B (2025-07-30 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Nathan Mark Stoner (Partner) no longer on Schedule A of B•••• C••• E••••• (listed 2024-03-28, absent 2024-06-04)Jun 4, 2024 · Control person left · inference
- B•••• C••• E••••• reported RAUM $1.5B, down 34% from $2.2B (2023-03-30 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Eby Kristin Mackelvey (Chief Financial Officer) no longer on Schedule A of B•••• C••• E••••• (listed 2022-07-21, absent 2023-01-26)Jan 26, 2023 · Control person left · inference
- Edward Andrew Koehler (Chief Compliance Officer, Chief Financial Officer, Managing Director) appeared on Schedule A of B•••• C••• E•••••Jan 26, 2023 · Control person joined · fact
- Reed Charles Cherington (Manager, Member) no longer on Schedule A of B•••• C••• E••••• (listed 2022-03-30, absent 2022-07-21)Jul 21, 2022 · Control person left · inference
- William Troy Thacker (Manager, Member) no longer on Schedule A of B•••• C••• E••••• (listed 2022-03-30, absent 2022-07-21)Jul 21, 2022 · Control person left · inference
- B•••• C••• E••••• reported RAUM $1.7B, up 48% from $1.2B (2020-03-27 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- B•••• C••• E••••• reported RAUM $1.3B, down 26% from $1.8B (2018-12-19 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- B•••• C••• E••••• reported RAUM $1.8B, up 39% from $1.3B (2018-03-30 to 2018-12-19)Dec 19, 2018 · RAUM change · derived
- B•••• C••• E••••• filed its initial SEC registration (Form ADV)Apr 21, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••• C••• E••••• · Independent Sponsorsshared crd · capital_provider
- B•••• C••• E••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- bayoucityenergy.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 713-400-8200reportedpublic 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
- $524Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026