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••••• I••••••••• I•••
Latest filing Mar 30, 2026
First filing on the tape Nov 4, 2016 · 20 filings
SEC status approved since Dec 5, 2016
RAUM
$28B
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
101
62 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
44
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$28B as of Mar 30, 2026
Mar 22, 2017$12B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 22, 20170 then
Employees (5.A)101 as of Mar 30, 2026
Mar 22, 201749 then
Private funds44 as of Mar 30, 2026
Mar 22, 201717 then
RAUM +6.6% over the last fiscal year+11% a year over threeIARs 0 to 0offices 2 to 1
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
- $626MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.6%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 vehiclesreportedItem 5.G
- Custody
- $28B, 44 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
- Pooled investment vehicles$28B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 44reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $28B for 44 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true 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
37 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•• V•• L• | Private Equity Fund | $5.0B | 1 | Mar 31, 2023 |
| C•• V• L• | Private Equity Fund | $4.1B | 4 | Mar 22, 2017 |
| C•• V• L• | Private Equity Fund | $3.6B | 1 | Mar 27, 2020 |
| B••••• S•••••••• I••• L• | Private Equity Fund | $1.2B | 99 | Mar 31, 2023 |
| B••••• P•••••• E••••• P••••••• V• S•• | Private Equity Fund | $1.2B | 18 | Mar 27, 2020 |
| B••••• S•••••••• I• L• | Private Equity Fund | $1.2B | 61 | Mar 31, 2023 |
| B••••• P•••••• E••••• P••••••• V•• S•• | Private Equity Fund | $1.1B | 24 | Mar 31, 2023 |
| B••••• S•••••••• I•• L• | Private Equity Fund | $956M | 42 | Mar 27, 2020 |
| B••••• P•••••• E••••• P••••••• V• S•• | Private Equity Fund | $918M | 22 | Mar 22, 2017 |
| B••••• I••••••••• I• L••• | Private Equity Fund | $696M | 19 | Nov 4, 2016 |
| B••••• P•••••• E••••• P••••••• I• L••• | Private Equity Fund | $654M | 21 | Nov 4, 2016 |
| B••••• S•••••••• I••• L• | Private Equity Fund | $624M | 52 | Mar 31, 2023 |
| B••••• P••••••• I• L• | Private Equity Fund | $613M | 26 | Mar 26, 2018 |
| B••••• S•••••••• I• L• | Private Equity Fund | $535M | 35 | Nov 4, 2016 |
| B••••• S•••••••• I•••• L• | Private Equity Fund | $427M | 43 | Mar 27, 2020 |
| B••••• S•••••••• C••••• S•••••••• L••• | Private Equity Fund | $403M | 10 | Mar 29, 2024 |
| B••••• I••••••••• I•• L••• | Private Equity Fund | $395M | 6 | Nov 4, 2016 |
| B••••• S•••••••• I•••• L• | Private Equity Fund | $362M | 33 | Mar 27, 2020 |
| B••••• S•••••••• C••••• S••••••••• L• | Private Equity Fund | $350M | 16 | Mar 29, 2024 |
| B••••• I••••••••• I• L••• | Private Equity Fund | $318M | 44 | Nov 4, 2016 |
| B••••• P••••••• L••• | Private Equity Fund | $246M | 11 | Nov 4, 2016 |
| B••••• S•••••••• C••••• O••••••••• F••• I• L• | Private Equity Fund | $162M | 38 | Mar 28, 2019 |
| B••••• S•••••••• C••••• O••••••••• F••• I••• L• | Private Equity Fund | $142M | 34 | Mar 28, 2019 |
| G••• E••••••• I• L••• | Private Equity Fund | $95.2M | 7 | Nov 4, 2016 |
| B••••• P•••••• E••••• P••••••• I•• L••• | Private Equity Fund | $91.2M | 19 | Nov 4, 2016 |
| B••••• S•••••••• C••••• O••••••••• C••••••••• F••• L• | Private Equity Fund | $79.6M | 2 | Mar 28, 2019 |
| B••••• S•••••••• I• L••• | Private Equity Fund | $76.5M | 19 | Nov 4, 2016 |
| B••••• S•••••••• I••• L••• | Private Equity Fund | $75.6M | 23 | Nov 4, 2016 |
| B••••• S•••••••• I• C•••••••• B• L• | Private Equity Fund | $75.5M | 4 | Mar 30, 2022 |
| B••••• P•••••• C•••••• I• L••• | Private Equity Fund | $64.3M | 7 | Nov 4, 2016 |
| B••••• S•••••••• I••• L••• | Private Equity Fund | $49.5M | 21 | Nov 4, 2016 |
| B••••• I••••••••• L••• | Private Equity Fund | $34.7M | 6 | Nov 4, 2016 |
| B••••• S•••••••• I• C•••••••• A• L• | Private Equity Fund | $11.8M | 1 | Mar 30, 2022 |
| B••••• P•••••• C•••••• L••• | Private Equity Fund | $9.2M | 9 | Nov 4, 2016 |
| B••••• E••••• C••••••••• L• | Private Equity Fund | $148,878 | 13 | Mar 28, 2019 |
| B••••• S•••••••• D••• I••••••••• F••• L• | Private Equity Fund | $0 | 0 | Nov 4, 2016 |
| B••••• S•••••••• S••• I••••••• L• | Private Equity Fund | $0 | 0 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• A••••• N•• · Chief Executive Officercontrolsince 01/2022 · owns less than 5%
- C••••• D•••••• N••••••• · Chief Financial Officercontrolsince 07/2015 · owns less than 5%
- F••••••• R•••••• B•••• · Tax Directorcontrolsince 10/2004 · owns less than 5%
- R••••••••• K••••• J••• · Finance Directorcontrolsince 09/2021 · owns less than 5%
- R••••• M•••••••• S•••••• · Chief Compliance Officer/G•••••• Counselcontrolsince 12/2007 · owns less than 5%
- S••••••• R•••• T• · Chief Investment Officercontrolsince 03/2023 · owns less than 5%
- W•••• A••• N•• · Finance Directorcontrolsince 09/2021 · owns less than 5%
Entity owners
- B••••• I••••••••• L••••• L•••••• · Ownerdirect · owns 75% or more
- C•••• H•••••• A• · Ownerindirect · owns 75% or more of B••••• I••••••••• L••••• L••••••
Related persons
Schedule D 7.A
- B••• I•••• S••investment advisern
- B••• V••• G•••••• P•••••• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• C•••••• G•••••• P•••••• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• C•••••• G• •• I• L••investment adviserpooled vehicle sponsorn
- B••••• C•••••• L••investment advisern
- B••••• G•••••• P•••••• I•• J••••• L•investment adviserpooled vehicle sponsorn
- B••••• G•••••• P•••••• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• I••••••••• L••investment advisern
- B••••• M•••••••• G•••••• P•••••• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• M•••••••• I• G•••••• P•••••• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• M•••••••• I• G•••••• P•••••• S•••investment adviserpooled vehicle sponsorn
- B••••• M•••••••• S•investment advisern
- B••••• N•••• A•••••• G•••••• P•••••• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• P••••••• I• G•••••• P•••••• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• S•••••••• C••••• O••••••••• F••• I• G• L••••••investment adviserpooled vehicle sponsorn
- B••••• S•••••••• C••••• O••••••••• F••• I• M•••• L••••••investment advisern
- B••••• S•••••••• C••••• O••••••••• F••• I••• G• L••investment adviserpooled vehicle sponsorn
- B••••• S•••••••• I• G•••••• P•••••• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• S•••••••• I• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• S•••••••• I•• G•••••• P•••••• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• S•••••••• I•• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• S•••••••• I• G•••••• P•••••• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• S•••••••• I• J••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• S•••••••• M••••••••• G•• L••pooled vehicle sponsorn
- B••••• S•••••••• S••• I••••••• G• L••••••investment adviserpooled vehicle sponsorn
- B••••• U••••••••• A•pooled vehicle sponsorn
- B••••• U••••••••• E•• G•••••• P•••••• S•••investment adviserpooled vehicle sponsorn
- B••••• U••••••••• G•••••• P•••••• L••••••investment adviserpooled vehicle sponsorn
- B••••• U••••••••• G•••investment advisern
- B••••• U••••••••• I• G•••••• P•••••• L••••••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX1 employees
- Palo Alto, CA1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Mar 30, 2026broker-dealer affiliate (Item 7.A.1): no on the filing of 2026-02-04, yes on the filing of 2026-03-30peers: asset managers, $20B and over (512)
- discretionary share shiftChange between filings · filing Mar 30, 2026discretionary share of RAUM moved from 0.0% to 100.0% between the annual amendments of 2025-03-29 and 2026-03-30peers: asset managers, $20B and over (512)
What changed
consecutive filings, newest first
- Accounts · 48 to 44Feb 4, 2026 to Mar 30, 2026
- Advisory employees · 56 to 62Feb 4, 2026 to Mar 30, 2026
- Pooled vehicle clients · 48 to 44Feb 4, 2026 to Mar 30, 2026
- Assets in custody · $26B to $28BFeb 4, 2026 to Mar 30, 2026
- Employees · 96 to 101Feb 4, 2026 to Mar 30, 2026
- Other offices · 2 to 1Feb 4, 2026 to Mar 30, 2026
- Private funds · 41 to 44Feb 4, 2026 to Mar 30, 2026
- Discretionary RAUM · $0 to $28BFeb 4, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $26B to $0Feb 4, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $26B to $28BFeb 4, 2026 to Mar 30, 2026
- RAUM · $26B to $28BFeb 4, 2026 to Mar 30, 2026
- Related broker-dealer · false to trueFeb 4, 2026 to Mar 30, 2026
- Financial planning clients · unset to Mar 29, 2024 to Mar 29, 2025
- Private funds · 37 to 41Mar 29, 2024 to Mar 29, 2025
- Accounts · 50 to 48Aug 21, 2023 to Mar 29, 2024
- Advisory employees · 51 to 56Aug 21, 2023 to Mar 29, 2024
- Pooled vehicle clients · 50 to 48Aug 21, 2023 to Mar 29, 2024
- Assets in custody · $20B to $26BAug 21, 2023 to Mar 29, 2024
- Employees · 81 to 96Aug 21, 2023 to Mar 29, 2024
- Private funds · 35 to 37Aug 21, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $20B to $26BAug 21, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $20B to $26BAug 21, 2023 to Mar 29, 2024
- RAUM · $20B to $26BAug 21, 2023 to Mar 29, 2024
- Pooled vehicle clients · 38 to 50Jan 25, 2023 to Mar 31, 2023
- Assets in custody · $5.1B to $20BJan 25, 2023 to Mar 31, 2023
- Employees · 68 to 81Jan 25, 2023 to Mar 31, 2023
- Other offices · 1 to 2Jan 25, 2023 to Mar 31, 2023
- Private funds · 30 to 35Jan 25, 2023 to Mar 31, 2023
- Non-discretionary RAUM · $19B to $20BJan 25, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $19B to $20BJan 25, 2023 to Mar 31, 2023
- RAUM · $19B to $20BJan 25, 2023 to Mar 31, 2023
- Accounts · 38 to 50Jan 25, 2023 to Mar 31, 2023
- Advisory employees · 46 to 51Jan 25, 2023 to Mar 31, 2023
- Non-discretionary RAUM · $19B to $19BMar 30, 2022 to May 18, 2022
- Pooled vehicle RAUM · $19B to $19BMar 30, 2022 to May 18, 2022
- RAUM · $19B to $19BMar 30, 2022 to May 18, 2022
- Accounts · 36 to 38Jan 3, 2022 to Mar 30, 2022
- Pooled vehicle clients · 36 to 38Jan 3, 2022 to Mar 30, 2022
- Assets in custody · $4.1B to $5.1BJan 3, 2022 to Mar 30, 2022
- Private funds · 28 to 30Jan 3, 2022 to Mar 30, 2022
Signals
10 dated events
- B••••• I••••••••• I••• reported RAUM $25.8B, up 28% from $20.2B (2023-08-21 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- T. Ryan Selwood (Chief Investment Officer) appeared on Schedule A of B••••• I••••••••• I•••Mar 29, 2024 · Control person joined · fact
- Davis Steven Black (Co-Ceo) no longer on Schedule A of B••••• I••••••••• I••• (listed 2021-10-14, absent 2022-01-03)Jan 3, 2022 · Control person left · inference
- Josse Quentin Vandoosselaere (Co-Ceo) no longer on Schedule A of B••••• I••••••••• I••• (listed 2021-10-14, absent 2022-01-03)Jan 3, 2022 · Control person left · inference
- Nmn Alain Carrier (Chief Executive Officer) appeared on Schedule A of B••••• I••••••••• I•••Jan 3, 2022 · Control person joined · fact
- John Kevin Richardson (Finance Director) appeared on Schedule A of B••••• I••••••••• I•••Oct 14, 2021 · Control person joined · fact
- Nmn Amy Wong (Finance Director) appeared on Schedule A of B••••• I••••••••• I•••Oct 14, 2021 · Control person joined · fact
- B••••• I••••••••• I••• reported RAUM $19.5B, up 32% from $14.8B (2019-04-30 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- B••••• I••••••••• I••• reported RAUM $15.5B, up 29% from $12.0B (2017-03-22 to 2018-03-26)Mar 26, 2018 · RAUM change · derived
- B••••• I••••••••• I••• filed its initial SEC registration (Form ADV)Nov 4, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••• I••••••••• I••• · Independent Sponsorsshared crd · capital_provider
- B••••• I••••••••• I••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- bregal-private-equity-partners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-704-3000reportedpublic 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