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•••••• M••••••••• L•
Latest filing Apr 27, 2026
First filing on the tape Nov 22, 2016 · 19 filings
SEC status approved since Dec 16, 2016
RAUM
$8.0B
reported, Item 5.F
Discretionary
92%
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
150
40 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
14
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$8.0B as of Apr 27, 2026
Mar 27, 2017$628M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 27, 2026
Mar 27, 20170 then
Employees (5.A)150 as of Apr 27, 2026
Mar 27, 201738 then
Private funds14 as of Apr 27, 2026
Mar 27, 20174 then
RAUM +12% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 27, 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
- $347MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 7.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- 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)
- 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$7.4B92%
- Insurance companies$613M7.7%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 23reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.92 institutional_share=0.08 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
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•••••• G••••• C••••• F••• V• L• | Private Equity Fund | $2.7B | 638 | Mar 31, 2022 |
| I•••••• G••••• C••••• F••• I•• L• | Private Equity Fund | $1.2B | 447 | Mar 27, 2020 |
| I•••••• G••••• C••••• F••• V•• L• | Private Equity Fund | $448M | 253 | Mar 29, 2024 |
| P••••• M••••••• F••• I•• L••• | Private Equity Fund | $372M | 9 | Mar 31, 2023 |
| I•••••• G••••• C••••• F••• I••• L• | Private Equity Fund | $343M | 337 | Mar 27, 2017 |
| B••••• S• E•••••••• F•••• L••• | Private Equity Fund | $310M | 3 | Mar 31, 2022 |
| B••• M••••••• H•••••• S••• L• | Private Equity Fund | $155M | 10 | Mar 31, 2021 |
| P••••• M••••••• F•••• L••• | Private Equity Fund | $136M | 13 | Mar 31, 2022 |
| F••••••••• F•••• L• | Private Equity Fund | $53.3M | 4 | Mar 27, 2020 |
| B••• F••• I•• L••• | Private Equity Fund | $41.6M | 3 | Mar 31, 2023 |
| I•••••• G••••• C••••• F••• I•• L• | Private Equity Fund | $14.1M | 205 | Nov 25, 2014 |
| I•••••• G••••• C••••• F••• I• L•no longer reported | Private Equity Fund | $9.9M | 62 | Mar 30, 2012 |
| I•••••• G••••• C••••• F••• • S•• L•• | Private Equity Fund | $9.2M | 2 | Mar 30, 2016 |
Owners and control persons
Schedule A and B, latest filing
- D••••••• P•••••• J••• · Chief Investment Officercontrolsince 09/2016 · owns less than 5%
- H•••••••• C••••••••• L• · Chief Finanacial Officercontrolsince 01/2023 · owns less than 5%
- N••••••• B••••• S••••• · Chief Compliance Officercontrolsince 03/2021 · owns less than 5%
- P•••••• J•••• C••••• · Chief Legal Officercontrolsince 09/2016 · owns less than 5%
- R•••••••• C••••••• J••••• · Chief Executive Officercontrolsince 09/2016 · owns less than 5%
- S••••••• W•••••• J•••••• · Chairmancontrolsince 09/2016 · owns less than 5%
- T•••••• P••••• J••• · Presidentcontrolsince 01/2023 · owns less than 5%
Entity owners
- B••••• C•••••• M••••••••• L•• · General Partnerdirect · owns less than 5%
- I•••••• C•••••• G••• P••••• ••••••••• L••• · Limited Partner Of B••••• Capital Management, LPdirect · owns 75% or more
- I•••••• C•••••• G••• P••••• ••••••••• L••• · Memberindirect · owns 75% or more of B••••• C•••••• M••••••••• L••
- I•••••• C•••••• G••• P•••••• L••••• · General Partnerindirect · owns F of I•••••• Capital Gp (O•••••••••), LP
Related persons
Schedule D 7.A
- B••••• M•• M••••••••• L•pooled vehicle sponsorn
- B••••• M••••••• S••••••••• F••• G•• L••pooled vehicle sponsorn
- B••••• S• C•••••• M••••••••• L•••pooled vehicle sponsorn
- B••••• S• E•••••••• F••••• F••• G•• L•••••pooled vehicle sponsorn
- B••• M••••••••• F••• I•• L•••pooled vehicle sponsorn
- F••••••••• C•••••• M••••••••• L•pooled vehicle sponsorn
- F••••••••• F••••• F••• G•• L••pooled vehicle sponsorn
- I•••••• C•••••• M••••••••• F••• I••• L•pooled vehicle sponsorn
- I•••••• C•••••• M••••••••• F••• I•• L•pooled vehicle sponsorn
- I•••••• C•••••• M••••••••• F••• V• L•pooled vehicle sponsorn
- I•••••• C•••••• M••••••••• F••• V•• L•pooled vehicle sponsorn
- I•••••• G••••• C••••• F••••• F••• I••• G•• L••pooled vehicle sponsorn
- I•••••• G••••• C••••• F••••• F••• I•• G•• L••pooled vehicle sponsorn
- I•••••• G••••• C••••• F••••• F••• V• G•• L••pooled vehicle sponsorn
- I•••••• G••••• C••••• F••••• F••• V• G•• L••pooled vehicle sponsorn
- P••••• C•••••• M••••••••• F••• I•• L•pooled vehicle sponsorn
- S••••••••• L•• G••••• P•••n
Offices
Schedule D 1.F, the 25 largest
- Alpharetta, GA22 employees
- New York, NY9 employees
- London, United Kingdom4 employees
- Budapest, Hungary1 employees
What changed
consecutive filings, newest first
- Private funds · 11 to 14May 16, 2025 to Mar 30, 2026
- Accounts · 21 to 23May 16, 2025 to Mar 30, 2026
- Advisory employees · 39 to 40May 16, 2025 to Mar 30, 2026
- Pooled vehicle clients · 20 to 22May 16, 2025 to Mar 30, 2026
- Employees · 140 to 150May 16, 2025 to Mar 30, 2026
- Discretionary RAUM · $6.7B to $7.4BMay 16, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $482M to $613MMay 16, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $6.7B to $7.4BMay 16, 2025 to Mar 30, 2026
- RAUM · $7.2B to $8.0BMay 16, 2025 to Mar 30, 2026
- Financial planning clients · unset to Apr 22, 2025 to May 16, 2025
- Accounts · 20 to 21Apr 29, 2024 to Apr 22, 2025
- Advisory employees · 38 to 39Apr 29, 2024 to Apr 22, 2025
- Pooled vehicle clients · 19 to 20Apr 29, 2024 to Apr 22, 2025
- Employees · 105 to 140Apr 29, 2024 to Apr 22, 2025
- Discretionary RAUM · $6.1B to $6.7BApr 29, 2024 to Apr 22, 2025
- Non-discretionary RAUM · $227M to $482MApr 29, 2024 to Apr 22, 2025
- Pooled vehicle RAUM · $6.1B to $6.7BApr 29, 2024 to Apr 22, 2025
- RAUM · $6.4B to $7.2BApr 29, 2024 to Apr 22, 2025
- Accounts · 19 to 20Jun 30, 2023 to Mar 29, 2024
- Advisory employees · 42 to 38Jun 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 18 to 19Jun 30, 2023 to Mar 29, 2024
- Employees · 96 to 105Jun 30, 2023 to Mar 29, 2024
- Other offices · 5 to 4Jun 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $5.4B to $6.1BJun 30, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $185M to $227MJun 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $5.4B to $6.1BJun 30, 2023 to Mar 29, 2024
- RAUM · $5.6B to $6.4BJun 30, 2023 to Mar 29, 2024
- Related adviser · true to falseJun 30, 2023 to Mar 29, 2024
- Accounts · 16 to 19May 2, 2022 to Mar 31, 2023
- Advisory employees · 39 to 42May 2, 2022 to Mar 31, 2023
- Advisory activities · 1 to 2May 2, 2022 to Mar 31, 2023
- Pooled vehicle clients · 16 to 18May 2, 2022 to Mar 31, 2023
- Employees · 83 to 96May 2, 2022 to Mar 31, 2023
- Private funds · 9 to 11May 2, 2022 to Mar 31, 2023
- Discretionary RAUM · $5.8B to $5.4BMay 2, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $0 to $185MMay 2, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $5.8B to $5.4BMay 2, 2022 to Mar 31, 2023
- RAUM · $5.8B to $5.6BMay 2, 2022 to Mar 31, 2023
- Accounts · 11 to 16Apr 29, 2021 to Mar 31, 2022
- Advisory employees · 36 to 39Apr 29, 2021 to Mar 31, 2022
Signals
10 dated events
- Leigh Scott Gilbert (Chief Financial Officer) no longer on Schedule A of B••••• C•••••• M••••••••• L• (listed 2022-05-02, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- L Christina Houghton (Chief Finanacial Officer) appeared on Schedule A of B••••• C•••••• M••••••••• L•Mar 31, 2023 · Control person joined · fact
- John Peter Troisi (President) appeared on Schedule A of B••••• C•••••• M••••••••• L•Mar 31, 2023 · Control person joined · fact
- B••••• C•••••• M••••••••• L• reported RAUM $5.8B, up 144% from $2.4B (2021-04-29 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Steven Brett Niehaus (Chief Compliance Officer) appeared on Schedule A of B••••• C•••••• M••••••••• L•Mar 31, 2021 · Control person joined · fact
- B••••• C•••••• M••••••••• L• reported RAUM $2.0B, up 43% from $1.4B (2019-03-27 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Rockwell Barry Sanders (Chief Compliance Officer) no longer on Schedule A of B••••• C•••••• M••••••••• L• (listed 2019-03-27, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
- B••••• C•••••• M••••••••• L• reported RAUM $1.4B, up 43% from $950.5M (2018-04-05 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
- B••••• C•••••• M••••••••• L• reported RAUM $950.5M, up 51% from $628.4M (2017-03-27 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- B••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Nov 22, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••• C•••••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H••••://WWW.LINKEDIN.COM/COMPANY/B•••••reportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 602-802-8300reportedpublic record, Form ADV, Apr 27, 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