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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B••• T•••• C•••••• L•
Latest filing Apr 29, 2026
First filing on the tape Jun 20, 2017 · 25 filings
SEC status approved since Jul 24, 2017
RAUM
$8.6B
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
46
29 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
14
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$8.6B as of Apr 29, 2026
Mar 31, 2018$347M then
HNW client RAUM$0 as of Apr 29, 2026
Mar 31, 2018$0 then
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 31, 20180 then
Employees (5.A)46 as of Apr 29, 2026
Mar 31, 20187 then
Private funds14 as of Apr 29, 2026
Mar 31, 20182 then
RAUM +4.8% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 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
- $285MderivedRAUM 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
- +4.8%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
- $8.5B, 26 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$8.5B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 30reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $8.5B for 26 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.99 institutional_share=0.0 related_bd=false related_bank=true 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• T•••• C••••• O••••••••• F••• I•• L• | Private Equity Fund | $1.4B | 144 | Apr 19, 2022 |
| B••• T•••• C••••• O••••••••• F••• I• L• | Private Equity Fund | $1.1B | 121 | Mar 31, 2021 |
| B••• T•••• O••••••• C••••• O••••••••• M••••• F••• I• L• | Private Equity Fund | $994M | 1 | Mar 31, 2021 |
| B••• T•••• O••••••• C••••• O••••••••• M••••• F••• I•• L• | Private Equity Fund | $962M | 1 | Aug 11, 2022 |
| B••• T•••• C••••• O••••••••• S••• F••• L• | Private Equity Fund | $852M | 4 | Mar 31, 2021 |
| B••• T•••• C••••• O••••••••• S• M••••• F••• L• | Private Equity Fund | $474M | 4 | Mar 31, 2018 |
| B••• T•••• C••••• O••••••••• K•• F••• L• | Private Equity Fund | $425M | 5 | Mar 31, 2021 |
| B••• T•••• C••••• O••••••••• F••• I• L• | Private Equity Fund | $267M | 93 | Nov 21, 2017 |
| B••• T•••• C••••• O••••••••• U•••••••• F••• I•• L• | Private Equity Fund | $112M | 4 | Mar 3, 2023 |
| B••• T•••• O••••••• C••••• O••••••••• M••••• F••• I• L• | Private Equity Fund | $0 | 0 | Dec 20, 2024 |
Owners and control persons
Schedule A and B, latest filing
- G••••• K••••• P••• · Chief Executive Officer And Limited Partnercontrolsince 04/2017 · owns 75% or more
- L••• D••••• B••••••• · General Counsel And Chief Compliance Officercontrolsince 11/2021 · owns less than 5%
- M•••••••• G•••• I•• · Chief Financial Officercontrolsince 04/2017 · owns less than 5%
- S•••• M••••••• J•••• · Chief Financial Officercontrolsince 10/2024 · owns less than 5%
- G••••• K••••• P••• · Managing Membercontrolsince 09/2017 · owns 75% or more of K•• B•• M••••••••• L••
- Y••••••••• K••••• M••••••• · Trusteecontrolsince 12/2017 · owns F of T•• G•••• 2••• D•••••• T••••
- Y••••••••• K••••• M••••••• · Trustee Of T•• G•••• 2••• D•••••• T••••since 12/2017 · owns 5% to 10%
Entity owners
- B••• T•••• C•••••• G• L•• · General Partnerdirect · owns less than 5%
- K•• B•• M••••••••• L•• · Managing Memberindirect · owns 75% or more of B••• T•••• C•••••• G• L••
- T•• G•••• 2••• D•••••• T•••• · Limited Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- B••• T•••• C••••• O••••••••• G• I• L••bankpooled vehicle sponsorn
- B••• T•••• C••••• O••••••••• G• I•• L••bankpooled vehicle sponsorn
- B••• T•••• C••••• O••••••••• G• L••bankpooled vehicle sponsorn
- B••• T•••• C••••• O••••••••• K•• G• L••bankpooled vehicle sponsorn
- B••• T•••• C••••• O••••••••• S••• G• L••bankpooled vehicle sponsorn
- B••• T•••• C••••• O••••••••• S• G• L••bankpooled vehicle sponsorn
- B••• T•••• O••••••• C••••• O••••••••• G• I• L••bankpooled vehicle sponsorn
- B••• T•••• O••••••• C••••• O••••••••• G• I•• L••bankpooled vehicle sponsorn
- B••• T•••• O••••••• C••••• O••••••••• G• I• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 20 to 30Dec 18, 2025 to Mar 31, 2026
- Advisory employees · 23 to 29Dec 18, 2025 to Mar 31, 2026
- Pooled vehicle clients · 16 to 26Dec 18, 2025 to Mar 31, 2026
- Assets in custody · $8.0B to $8.5BDec 18, 2025 to Mar 31, 2026
- Employees · 38 to 46Dec 18, 2025 to Mar 31, 2026
- Private funds · 11 to 14Dec 18, 2025 to Mar 31, 2026
- Discretionary RAUM · $8.2B to $8.6BDec 18, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $8.0B to $8.5BDec 18, 2025 to Mar 31, 2026
- RAUM · $8.2B to $8.6BDec 18, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 16, 2025
- Accounts · 17 to 20Dec 20, 2024 to Mar 28, 2025
- Advisory employees · 19 to 23Dec 20, 2024 to Mar 28, 2025
- Pooled vehicle clients · 13 to 16Dec 20, 2024 to Mar 28, 2025
- Assets in custody · $6.5B to $8.0BDec 20, 2024 to Mar 28, 2025
- Employees · 30 to 38Dec 20, 2024 to Mar 28, 2025
- Private funds · 10 to 11Dec 20, 2024 to Mar 28, 2025
- Discretionary RAUM · $6.7B to $8.2BDec 20, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $6.5B to $8.0BDec 20, 2024 to Mar 28, 2025
- RAUM · $6.7B to $8.2BDec 20, 2024 to Mar 28, 2025
- Private funds · 9 to 10May 7, 2024 to Dec 20, 2024
- Accounts · 16 to 17Apr 26, 2023 to Mar 26, 2024
- Advisory employees · 14 to 19Apr 26, 2023 to Mar 26, 2024
- Pooled vehicle clients · 12 to 13Apr 26, 2023 to Mar 26, 2024
- Assets in custody · $5.6B to $6.5BApr 26, 2023 to Mar 26, 2024
- Employees · 22 to 30Apr 26, 2023 to Mar 26, 2024
- Discretionary RAUM · $5.8B to $6.7BApr 26, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $5.6B to $6.5BApr 26, 2023 to Mar 26, 2024
- RAUM · $5.8B to $6.7BApr 26, 2023 to Mar 26, 2024
- Accounts · 13 to 16Aug 11, 2022 to Mar 3, 2023
- Pooled vehicle clients · 9 to 12Aug 11, 2022 to Mar 3, 2023
- Assets in custody · $3.3B to $5.6BAug 11, 2022 to Mar 3, 2023
- Private funds · 8 to 9Aug 11, 2022 to Mar 3, 2023
- Discretionary RAUM · $3.5B to $5.8BAug 11, 2022 to Mar 3, 2023
- Pooled vehicle RAUM · $3.3B to $5.6BAug 11, 2022 to Mar 3, 2023
- RAUM · $3.5B to $5.8BAug 11, 2022 to Mar 3, 2023
- Private funds · 7 to 8Apr 19, 2022 to Aug 11, 2022
- Private funds · 6 to 7Mar 30, 2022 to Apr 19, 2022
- Advisory employees · 11 to 14Dec 10, 2021 to Mar 30, 2022
- Assets in custody · $0 to $3.3BDec 10, 2021 to Mar 30, 2022
- Employees · 17 to 22Dec 10, 2021 to Mar 30, 2022
Signals
11 dated events
- James Michael Sell (Chief Financial Officer) appeared on Schedule A of B••• T•••• C•••••• L•Dec 20, 2024 · Control person joined · fact
- B••• T•••• C•••••• L• reported RAUM $5.8B, up 67% from $3.5B (2022-08-11 to 2023-03-03)Mar 3, 2023 · RAUM change · derived
- B••• T•••• C•••••• L• reported RAUM $3.5B, up 49% from $2.3B (2021-12-10 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Benjamin Derek Leo (General Counsel And Chief Compliance Officer) appeared on Schedule A of B••• T•••• C•••••• L•Dec 10, 2021 · Control person joined · fact
- Tucker Laura Schnaidt (Chief Compliance Officer And General Counsel) no longer on Schedule A of B••• T•••• C•••••• L• (listed 2021-08-23, absent 2021-09-21)Sep 21, 2021 · Control person left · inference
- B••• T•••• C•••••• L• reported RAUM $2.3B, up 119% from $1.1B (2020-06-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- B••• T•••• C•••••• L• reported RAUM $1.1B, up 28% from $838.5M (2019-12-16 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Tucker Laura Schnaidt (Chief Compliance Officer And General Counsel) appeared on Schedule A of B••• T•••• C•••••• L•Aug 7, 2019 · Control person joined · fact
- B••• T•••• C•••••• L• reported RAUM $838.5M, up 141% from $347.4M (2018-03-31 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Michelle Lauren Kreuter (Chief Operating Officer/General Counsel/Chief Compliance Officer) no longer on Schedule A of B••• T•••• C•••••• L• (listed 2018-03-31, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- B••• T•••• C•••••• L• filed its initial SEC registration (Form ADV)Jun 20, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••• T•••• C•••••• L• · Independent Sponsorsshared crd · capital_provider
- B••• T•••• C•••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blue-torch-capital-lpreportedpublic record, Form ADV, Sep 18, 2026
- Website
- b•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-503-5850reportedpublic record, Form ADV, Apr 29, 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