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••••••
Legal name B•••• C•••••• M••••••••• L••
Latest filing Aug 25, 2026
First filing on the tape Jun 28, 2019 · 18 filings
SEC status approved since Jul 26, 2019
RAUM
$1.2B
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
33
32 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$1.2B as of Aug 25, 2026
Mar 30, 2020$199M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 25, 2026
Mar 30, 20200 then
Employees (5.A)33 as of Aug 25, 2026
Mar 30, 202020 then
Private funds8 as of Aug 25, 2026
Mar 30, 20209 then
RAUM +71% over the last fiscal year+30% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 25, 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
- $145MderivedRAUM 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
- +71%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
- yesreportedItem 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•• F••• I• L• | Private Equity Fund | $282M | 35 | Feb 2, 2017 |
| B•• F••• I•• L• | Private Equity Fund | $271M | 36 | Mar 30, 2021 |
| B•••••••• I•••••••• L••no longer reported | Private Equity Fund | $24.1M | 16 | Jun 28, 2019 |
| B•• F••• I•••• L• | Private Equity Fund | $13.6M | 45 | Mar 30, 2021 |
| B••••••••• I•••••••• L••no longer reported | Private Equity Fund | $8.0M | 2 | Jun 28, 2019 |
| B•••••••• I•••••••• I• L••no longer reported | Private Equity Fund | $6.8M | 8 | Jun 28, 2019 |
| B•••• C•••••• F••• I• L•no longer reported | Private Equity Fund | $6.2M | 17 | Mar 28, 2012 |
| B••• I••••••••• L••no longer reported | Private Equity Fund | $6.1M | 30 | Apr 29, 2020 |
| B•• F•• C••••••••• L• | Private Equity Fund | $4.5M | 2 | Mar 28, 2023 |
| B•• F••• I••• L• | Private Equity Fund | $3.1M | 7 | Feb 2, 2017 |
| E•••••••• I••••••••• L••no longer reported | Private Equity Fund | $936,256 | 13 | Jun 28, 2019 |
| B••• I•••••••• I•• L••no longer reported | Private Equity Fund | $746,253 | 17 | Jun 28, 2019 |
| E•••••••• B••••• I••••••••• L••no longer reported | Private Equity Fund | $572,249 | 2 | Jun 28, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• V••••••• D•• · Chief Compliance Officer And Controllercontrolsince 06/2024 · owns less than 5%
- H•••••• A•••• S•••• · Chief Operating Officer, Partner; Membercontrolsince 06/2015 · owns 10% to 25%
- M•••••••• D••••• A••• · Managing Partner; Membercontrolsince 06/2015 · owns 75% or more
Related persons
Schedule D 7.A
- B•• G• I• L••pooled vehicle sponsorn
- B•• G• I•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 27, 2026private funds (Schedule D 7.B.1) moved from 5.0 to 8.0 (+60.0%) between the annual amendments of 2025-03-27 and 2026-03-27; the peer median change was 0.0% (1022 comparable advisers, 96.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 96% percentile
- RAUM up 50 %Change between filings · filing Mar 27, 2026RAUM (Item 5.F) moved from $677,859,971 to $1,159,269,944 (+71.0%) between the annual amendments of 2025-03-27 and 2026-03-27; the peer median change was +11.0% (1368 comparable advisers, 91.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 91% percentile
What changed
consecutive filings, newest first
- Accounts · 5 to 8Jan 27, 2026 to Mar 27, 2026
- Advisory employees · 31 to 32Jan 27, 2026 to Mar 27, 2026
- Pooled vehicle clients · 5 to 8Jan 27, 2026 to Mar 27, 2026
- Employees · 32 to 33Jan 27, 2026 to Mar 27, 2026
- Private funds · 5 to 8Jan 27, 2026 to Mar 27, 2026
- Discretionary RAUM · $678M to $1.2BJan 27, 2026 to Mar 27, 2026
- Pooled vehicle RAUM · $678M to $1.2BJan 27, 2026 to Mar 27, 2026
- RAUM · $678M to $1.2BJan 27, 2026 to Mar 27, 2026
- Advisory employees · 24 to 31Jul 22, 2024 to Mar 27, 2025
- Employees · 29 to 32Jul 22, 2024 to Mar 27, 2025
- Financial planning clients · unset to Jul 22, 2024 to Mar 27, 2025
- Discretionary RAUM · $574M to $678MJul 22, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $574M to $678MJul 22, 2024 to Mar 27, 2025
- RAUM · $574M to $678MJul 22, 2024 to Mar 27, 2025
- Advisory employees · 23 to 24Mar 28, 2023 to Mar 28, 2024
- Employees · 27 to 29Mar 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $531M to $574MMar 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $531M to $574MMar 28, 2023 to Mar 28, 2024
- RAUM · $531M to $574MMar 28, 2023 to Mar 28, 2024
- Accounts · 4 to 5Mar 16, 2022 to Mar 28, 2023
- Advisory employees · 19 to 23Mar 16, 2022 to Mar 28, 2023
- Pooled vehicle clients · 4 to 5Mar 16, 2022 to Mar 28, 2023
- Employees · 24 to 27Mar 16, 2022 to Mar 28, 2023
- Private funds · 4 to 5Mar 16, 2022 to Mar 28, 2023
- Discretionary RAUM · $449M to $531MMar 16, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $449M to $531MMar 16, 2022 to Mar 28, 2023
- RAUM · $449M to $531MMar 16, 2022 to Mar 28, 2023
- Accounts · 8 to 4May 27, 2021 to Mar 16, 2022
- Advisory employees · 17 to 19May 27, 2021 to Mar 16, 2022
- Pooled vehicle clients · 8 to 4May 27, 2021 to Mar 16, 2022
- Employees · 25 to 24May 27, 2021 to Mar 16, 2022
- Private funds · 8 to 4May 27, 2021 to Mar 16, 2022
- Discretionary RAUM · $461M to $449MMay 27, 2021 to Mar 16, 2022
- Pooled vehicle RAUM · $461M to $449MMay 27, 2021 to Mar 16, 2022
- RAUM · $461M to $449MMay 27, 2021 to Mar 16, 2022
- Accounts · 10 to 8Jan 12, 2021 to Mar 30, 2021
- Advisory employees · 16 to 17Jan 12, 2021 to Mar 30, 2021
- Pooled vehicle clients · 10 to 8Jan 12, 2021 to Mar 30, 2021
- Employees · 20 to 25Jan 12, 2021 to Mar 30, 2021
- Private funds · 10 to 8Jan 12, 2021 to Mar 30, 2021
Signals
11 dated events
- B•••• C•••••• reported RAUM $1.2B, up 71% from $677.9M (2026-01-27 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Day Valerie Barrett (Chief Compliance Officer And Controller) appeared on Schedule A of B•••• C••••••Jul 22, 2024 · Control person joined · fact
- Ethan Jon Goldsher (Chief Compliance Officer & Chief Financial Officer) no longer on Schedule A of B•••• C•••••• (listed 2024-03-28, absent 2024-07-22)Jul 22, 2024 · Control person left · inference
- B•••• C•••••• reported RAUM $461.5M, up 130% from $200.7M (2021-01-12 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Day Valerie Barrett (Chief Compliance Officer & Controller) no longer on Schedule A of B•••• C•••••• (listed 2021-01-12, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Ethan Jon Goldsher (Chief Compliance Officer & Chief Financial Officer) appeared on Schedule A of B•••• C••••••Mar 30, 2021 · Control person joined · fact
- Day Valerie Barrett (Chief Compliance Officer & Controller) appeared on Schedule A of B•••• C••••••Jun 10, 2020 · Control person joined · fact
- Richard Daniel Defazio (Chief Compliance Officer & Chief Financial Officer) no longer on Schedule A of B•••• C•••••• (listed 2020-04-29, absent 2020-06-10)Jun 10, 2020 · Control person left · inference
- Day Valerie Barrett (Chief Compliance Officer) no longer on Schedule A of B•••• C•••••• (listed 2019-10-02, absent 2019-11-14)Nov 14, 2019 · Control person left · inference
- Richard Daniel Defazio (Chief Compliance Officer & Chief Financial Officer) appeared on Schedule A of B•••• C••••••Nov 14, 2019 · Control person joined · fact
- B•••• C•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Jun 28, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••• C•••••• · Independent Sponsorsshared crd · capital_provider
- B•••• C•••••• · Private Equityshared crd · organization
- B•••• C•••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- boynecapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-856-9500reportedpublic record, Form ADV, Aug 25, 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