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•••••••• E••••• P••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jul 1, 2016 · 18 filings
SEC status approved since Jul 8, 2016
RAUM
$890M
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
9
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$890M as of Mar 30, 2026
Mar 31, 2017$735M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20170 then
Employees (5.A)9 as of Mar 30, 2026
Mar 31, 201725 then
Private funds6 as of Mar 30, 2026
Mar 31, 20174 then
RAUM -11% over the last fiscal year-2.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $148MderivedRAUM 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
- -11%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 pooled vehiclesreportedItem 5.G
- Custody
- $802M, 6 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
- 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)
- 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$890M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $802M for 6 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
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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••••• E••••• R••••••••• A•• R••••••••• F••• I•• L• | Private Equity Fund | $427M | 34 | Jul 1, 2016 |
| B•••••••• E••••• R••••••••• A•• R••••••••• F••• I• L• | Private Equity Fund | $358M | 10 | Jun 21, 2019 |
| B•••••••• E••••• R••••••••• A•• R••••••••• F••• I•• ••• L• | Private Equity Fund | $33.9M | 1 | Jul 1, 2016 |
| B•••••••• E••••• R••••••••• A•• R••••••••• F••• I•• •••• L• | Private Equity Fund | $6.9M | 3 | Jul 1, 2016 |
| B•••••••• E••••• R••••••••• • R••••••••• F••• I•• ••• L• | Private Equity Fund | $6.9M | 1 | Mar 31, 2017 |
Owners and control persons
Schedule A and B, latest filing
- H••••• R•••••• C••• · Managing Directorcontrolsince 02/2021 · owns less than 5%
- S••••••• J•••••••• A• · Cfocontrolsince 01/2015 · owns less than 5%
- W•••••• C• J••• · Chairman And Managercontrolsince 01/2015 · owns less than 5%
- W•••••• C• J••• · Limited Partnercontrolsince 07/2008 · owns 25% to 50% of J•• E••••• I•••••••• L•
- W•••••• C• J••• · Managercontrolsince 07/2008 · owns 25% to 50% of B•••••••• R•••••••• C•••••• L••
- W•••••• S••••• A••• · Limited Partnercontrolsince 07/2008 · owns 25% to 50% of J•• E••••• I•••••••• L•
- S•••••••• J•••••• J••••• · Ccosince 05/2018 · owns less than 5%
Entity owners
- B•••••••• R•••••••• C•••••• · Sole Memberdirect · owns 75% or more
- B•••••••• R•••••••• I•••••••• L•• · Memberindirect · owns 75% or more of B•••••••• R•••••••• C•••••• L••
- J•• E••••• I•••••••• L• · Sole Memberindirect · owns 75% or more of B•••••••• R•••••••• I•••••••• L••
Related persons
Schedule D 7.A
- B•••••••• E••••• P••••••• I•• G• L••pooled vehicle sponsorn
- B•••••••• E••••• P••••••• I• G• L••pooled vehicle sponsorn
- B•••••••• R•••••••• C•••••• L••pooled vehicle sponsory
- B•••••••• R•••••••• G• H••••••• L••pooled vehicle sponsorn
- B•••••••• R•••••••• I•••••••• L••pooled vehicle sponsory
- C•••••• J••• A•• S•••• W•••••pooled vehicle sponsory
- J•• E••••• I•••••••• L•pooled vehicle sponsory
Advisers that list B•••••••• E••••• P••••••• L•• as a related person
- 160556 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 5 to 6Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 5 to 6Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $896M to $802MMar 28, 2025 to Mar 30, 2026
- Employees · 10 to 9Mar 28, 2025 to Mar 30, 2026
- Private funds · 5 to 6Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $997M to $890MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $997M to $890MMar 28, 2025 to Mar 30, 2026
- RAUM · $997M to $890MMar 28, 2025 to Mar 30, 2026
- Business name · B•••••••• E••••• P•••••••• L•• to B•••••••• E••••• P••••••• L••Mar 27, 2024 to Mar 28, 2025
- Assets in custody · $741M to $896MMar 27, 2024 to Mar 28, 2025
- Employees · 8 to 10Mar 27, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0Mar 27, 2024 to Mar 28, 2025
- Legal name · B•••••••• E••••• P•••••••• L•• to B•••••••• E••••• P••••••• L••Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $834M to $997MMar 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $834M to $997MMar 27, 2024 to Mar 28, 2025
- RAUM · $834M to $997MMar 27, 2024 to Mar 28, 2025
- Related adviser · true to falseMar 27, 2024 to Mar 28, 2025
- Assets in custody · $795M to $741MMar 30, 2023 to Mar 27, 2024
- Employees · 9 to 8Mar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $972M to $834MMar 30, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $972M to $834MMar 30, 2023 to Mar 27, 2024
- RAUM · $972M to $834MMar 30, 2023 to Mar 27, 2024
- Assets in custody · $929M to $795MJul 22, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.2B to $972MJul 22, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.2B to $972MJul 22, 2022 to Mar 30, 2023
- RAUM · $1.2B to $972MJul 22, 2022 to Mar 30, 2023
- Advisory activities · 2 to 1Mar 31, 2021 to Mar 30, 2022
- Assets in custody · $821M to $929MMar 31, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.1B to $1.2BMar 31, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.1B to $1.2BMar 31, 2021 to Mar 30, 2022
- RAUM · $1.1B to $1.2BMar 31, 2021 to Mar 30, 2022
- Advisory employees · 6 to 5Mar 30, 2020 to Mar 31, 2021
- Assets in custody · $832M to $821MMar 30, 2020 to Mar 31, 2021
- Employees · 12 to 9Mar 30, 2020 to Mar 31, 2021
- Other offices · 1 to 0Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $1.0B to $1.1BMar 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $1.0B to $1.1BMar 30, 2020 to Mar 31, 2021
- RAUM · $1.0B to $1.1BMar 30, 2020 to Mar 31, 2021
- Assets in custody · $823M to $832MJun 21, 2019 to Mar 30, 2020
- Discretionary RAUM · $1.1B to $1.0BJun 21, 2019 to Mar 30, 2020
Signals
1 dated events
- B•••••••• E••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Jul 1, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••••••• E••••• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B•••••••• E••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- B••••••••GROUP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 469-398-2200reportedpublic record, Form ADV, Mar 30, 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