DFX Intelligence

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B•• A•• P••••••• S•••

Independent wealth managerSEC-registered· Genevawebsite

Independent wealth manager, based in Geneva, reporting $1.5M of regulatory assets across 1 registered advisors.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-08-24 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $1.5M
Advisors: 1
Net advisor flow, 12 months: 0
RAUM change, 1 year: +120%
Private clients: 100%

See where advisers went See teams that moved

Advisors (1)Where the RAUM sits

As of 2026-08-24 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

3 changes
ownership and control
2 control persons joined and 1 left Schedule A in the last 12 months.
A change of owner or control is when advisors reconsider where they sit and when an acquirer's retention is tested.
FactForm ADV Schedule A and Item 4For Recruiters, acquirersOwnership →
+119.7%
RAUM, one year
RAUM $700K to $1.54M (+119.7%) on the Form ADV filed 24 Aug 2026.
The one filed measure of whether clients are staying.
FactForm ADV Item 5History →

Every filed figure, and the identifiersCRD 288814 · SEC 801-110756 · 22 filingsShow

CRD 288814SEC 801-110756First filing on the tape Jun 5, 2017, latest Aug 24, 2026SEC status approved since Jul 5, 2017IAPD

RAUM

$1.5M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

100%

$1.5M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$1.5M

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

22 filings and snapshots on the tape

RAUM -71% a year over three years · the tape starts Jun 5, 2017

Peer group: Independent wealth managers, under $100M, 707 firms

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$1.5M as of Aug 24, 2026

Mar 28, 2018$8.1M then

HNW client RAUM$1.5M as of Aug 24, 2026

Mar 28, 2018$8.1M then

State-registered IARs (5.B.3)0 as of Aug 24, 2026

Mar 28, 20180 then

Employees (5.A)2 as of Aug 24, 2026

Mar 28, 20182 then

Private funds: no history

RAUM +120% over the last fiscal year-71% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Aug 24, 2026; every figure names its basis

Archetypes

Solo or small team

The rule behind each archetype, and every derived figure1 ruleShow

Solo or small team · one advisor, or a wealth manager with up to three advisors and one office, and at most 25 employees (Item 5.A)

RAUM per advisor: $1.5MderivedRAUM 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: $512,562derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.0derivedItem 5.A over advisors
Advisors per office: 1.0derived1 office incl. principal (1.F.5)
RAUM growth, one year: +120%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 assetsreportedItem 5.E
Advisory activities: portfolio management for individualsreportedItem 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

has discretionary authority over which securities are bought or sold (8.C.1)

Where the RAUM sits

Form ADV Item 5.D, latest filing

100% high-net-worth individuals

The breakdown by client type, and the client counts1 client typesShow

High-net-worth individuals$1.5M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 3reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUMreported
Class basis: RAUM: 100% private clients, 0% pooled funds, 0% institutions; no related broker-dealer; no related bankderived

Advisor movement

0 left over 36 months

0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

1 on IAPD today; the longest tenured first

Name	Branch	Here since	In industry	Prior firms
M••••• R••••• M••••••••	Geneva	Apr 22, 2026	13 y	0

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

M••••••••• M•••••• R••••• · Ceocontrol
since 07/2024 · owns less than 5%
R•••••• J••• B••••• · Director / Chairmancontrol
since 02/2020 · owns less than 5%
S••••••••• M••••••• J•••• · Director / Vice-Chairmancontrol
since 02/2020 · owns less than 5%
B•••••• M•••••••• H••••• · Partner / Chief Investment Officercontrol
since 01/2013 · owns 25% to 50% of B••••• V•• B•••••• • C•• S•
B••••••• V•• B••••••• G••••••••• F••••• O•••••• · Partnercontrol
since 01/2013 · owns 25% to 50% of B••••• V•• B•••••• • C•• S•

All 8 control persons

R•••••• J••• B••••• · Partnercontrol
since 01/2013 · owns F of B••••• V•• B•••••• • C•• S•
S••••••••• M••••••• J•••• · Shareholdercontrol
since 05/2014 · owns F of B••••• V•• B•••••• • C•• S•
S•••••• M•••••• J•••• · Chief Compliance Officer
since 12/2024 · owns less than 5%

Entity owners

B••••• V•• B•••••• • C•• S• · Shareholder
direct · owns 75% or more

Ownership changes

16 Schedule A changes between consecutive filings, latest first

Added M••••• S••••• J•••• · Chief Compliance Officer
filing of Dec 18, 2024, against Jul 24, 2024 · owns under 5%
Removed D••••• M•••• W•••• · Chief Compliance Officer
filing of Dec 18, 2024, against Jul 24, 2024 · owns under 5%
Added M••••• M•••••••• R••••• · CEO control
filing of Jul 19, 2024, against Mar 27, 2024 · owns under 5%
Removed A••••• V•••• · Director, CEO control
filing of Jul 19, 2024, against Mar 27, 2024 · owns under 5%
Removed W•••••• L••••••• · Chief Investment Officer
filing of Oct 26, 2022, against Mar 30, 2022 · owns under 5%

12 latest of 16 changes

Added B••••• V•• B•••••• • C•• S• · Shareholder control
filing of Mar 6, 2020, against Mar 13, 2019 · owns 75% or more · entity
Added M••••••• B••••• H••••• · Partner / Chief Investment Officer control
filing of Mar 6, 2020, against Mar 13, 2019 · owns 25 to 50%
Added G•••••••• B••••••• V•• B•••••• F••••• O•••••• · Partner control
filing of Mar 6, 2020, against Mar 13, 2019 · owns 25 to 50%
Added W•••••• L••••••• · Chief Investment Officer
filing of Mar 6, 2020, against Mar 13, 2019 · owns under 5%
Added J••• B••••• R••••• · Director / Chairman control
filing of Mar 6, 2020, against Mar 13, 2019 · owns under 5%
Added M•••••• S••••••••• J•••• · Director / Vice-Chairman control
filing of Mar 6, 2020, against Mar 13, 2019 · owns under 5%
Removed B••••• H••••••• S• · Shareholder control
filing of Mar 6, 2020, against Mar 13, 2019 · owns 75% or more · entity

Who runs the funds

related persons named most often on the Form D filings of the firm's funds

No Form D related person is on record for this firm's funds.

Related persons

Schedule D 7.A

B••••• V•• B•••••• • C•• S•
investment adviseryRAUM $1.2B

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Advisory employees · 1 to 2
Apr 13, 2026 to Aug 24, 2026
Employees · 1 to 2
Apr 13, 2026 to Aug 24, 2026
Accounts · 1 to 3
Mar 26, 2025 to Mar 17, 2026
Discretionary RAUM · $700,000 to $1.5M
Mar 26, 2025 to Mar 17, 2026
HNW RAUM · $700,000 to $1.5M
Mar 26, 2025 to Mar 17, 2026

Full history · 64 changes

RAUM · $700,000 to $1.5M
Mar 26, 2025 to Mar 17, 2026
Accounts · unset to 1.0
Dec 18, 2024 to Mar 26, 2025
Employees · 2 to 1
Dec 18, 2024 to Mar 26, 2025
Financial planning clients · unset to
Dec 18, 2024 to Mar 26, 2025
HQ state · unset to
Dec 18, 2024 to Mar 26, 2025
Discretionary RAUM · unset to 700000.0
Dec 18, 2024 to Mar 26, 2025
HNW RAUM · $0 to $700,000
Dec 18, 2024 to Mar 26, 2025
Non-discretionary RAUM · unset to 0.0
Dec 18, 2024 to Mar 26, 2025
RAUM · unset to 700000.0
Dec 18, 2024 to Mar 26, 2025
HNW RAUM · $82.1M to $0
Mar 27, 2024 to Jul 19, 2024
Non-discretionary RAUM · 19000000.0 to unset
Mar 27, 2024 to Jul 19, 2024
RAUM · 82100000.0 to unset
Mar 27, 2024 to Jul 19, 2024
Accounts · 20.0 to unset
Mar 27, 2024 to Jul 19, 2024
HNW clients · 8.0 to unset
Mar 27, 2024 to Jul 19, 2024
Discretionary RAUM · 63100000.0 to unset
Mar 27, 2024 to Jul 19, 2024
Accounts · 17 to 20
Mar 22, 2023 to Mar 27, 2024
Discretionary RAUM · $57.2M to $63.1M
Mar 22, 2023 to Mar 27, 2024
HNW RAUM · $60.0M to $82.1M
Mar 22, 2023 to Mar 27, 2024
Non-discretionary RAUM · $2.8M to $19.0M
Mar 22, 2023 to Mar 27, 2024
RAUM · $60.0M to $82.1M
Mar 22, 2023 to Mar 27, 2024
Accounts · 10 to 17
Oct 26, 2022 to Mar 22, 2023
HNW clients · 10 to 8
Oct 26, 2022 to Mar 22, 2023
Discretionary RAUM · $48.9M to $57.2M
Oct 26, 2022 to Mar 22, 2023
HNW RAUM · $48.9M to $60.0M
Oct 26, 2022 to Mar 22, 2023
Non-discretionary RAUM · $0 to $2.8M
Oct 26, 2022 to Mar 22, 2023
RAUM · $48.9M to $60.0M
Oct 26, 2022 to Mar 22, 2023
Advisory employees · 2 to 1
Mar 30, 2022 to Oct 26, 2022
Employees · 3 to 2
Mar 30, 2022 to Oct 26, 2022
Accounts · 7 to 10
Mar 3, 2021 to Mar 23, 2022
Business name · H••••••• A•• P••••••• S••• to B•• A•• P••••••• S•••
Mar 3, 2021 to Mar 23, 2022
HNW clients · 6 to 10
Mar 3, 2021 to Mar 23, 2022
Discretionary RAUM · $32.0M to $48.9M
Mar 3, 2021 to Mar 23, 2022
HNW RAUM · $32.0M to $48.9M
Mar 3, 2021 to Mar 23, 2022
RAUM · $32.0M to $48.9M
Mar 3, 2021 to Mar 23, 2022
Accounts · 5 to 7
Jun 25, 2020 to Mar 3, 2021
HNW clients · 5 to 6
Jun 25, 2020 to Mar 3, 2021
Discretionary RAUM · $34.1M to $32.0M
Jun 25, 2020 to Mar 3, 2021
HNW RAUM · $34.1M to $32.0M
Jun 25, 2020 to Mar 3, 2021
RAUM · $34.1M to $32.0M
Jun 25, 2020 to Mar 3, 2021
Accounts · 2 to 5
Mar 13, 2019 to Mar 6, 2020
HNW clients · 2 to 5
Mar 13, 2019 to Mar 6, 2020
Discretionary RAUM · $7.2M to $34.1M
Mar 13, 2019 to Mar 6, 2020
HNW RAUM · $7.2M to $34.1M
Mar 13, 2019 to Mar 6, 2020
RAUM · $7.2M to $34.1M
Mar 13, 2019 to Mar 6, 2020
Legal name · H••••••• A•• P••••••• S••• to B•• A•• P••••••• S•••
Mar 6, 2020 to Mar 6, 2020
Advisory employees · 1 to 2
Mar 28, 2018 to Mar 13, 2019
HNW clients · unset to 2.0
Mar 28, 2018 to Mar 13, 2019
Employees · 2 to 3
Mar 28, 2018 to Mar 13, 2019
Discretionary RAUM · $8.1M to $7.2M
Mar 28, 2018 to Mar 13, 2019
HNW RAUM · $8.1M to $7.2M
Mar 28, 2018 to Mar 13, 2019
RAUM · $8.1M to $7.2M
Mar 28, 2018 to Mar 13, 2019
Related adviser · false to true
Mar 28, 2018 to Mar 13, 2019
Accounts · 0 to 2
Jun 5, 2017 to Mar 28, 2018
Advisory employees · 2 to 1
Jun 5, 2017 to Mar 28, 2018
Advisory activities · 2 to 1
Jun 5, 2017 to Mar 28, 2018
Other offices · unset to 0.0
Jun 5, 2017 to Mar 28, 2018
Discretionary RAUM · $0 to $8.1M
Jun 5, 2017 to Mar 28, 2018
HNW RAUM · unset to 8098093.0
Jun 5, 2017 to Mar 28, 2018
RAUM · $0 to $8.1M
Jun 5, 2017 to Mar 28, 2018

Signals

21 dated events

••• Locked
Aug 24, 2026 · Control person left · inference
••• Locked
Aug 24, 2026 · ria indirect owner change · fact
••• Locked
Aug 24, 2026 · ria indirect owner change · derived
••• Locked
Aug 24, 2026 · ria indirect owner change · derived
••• Locked
Aug 24, 2026 · ria principal change · derived

Full timeline · 21 events

••• Locked
Aug 24, 2026 · ria principal change · derived
••• Locked
Aug 24, 2026 · ria majority owner change · fact
••• Locked
Aug 24, 2026 · ria principal change · fact
••• Locked
Aug 24, 2026 · ria ownership band change · fact
••• Locked
Aug 24, 2026 · Control person joined · fact
••• Locked
Aug 24, 2026 · Control person joined · fact
••• Locked
Aug 24, 2026 · ria indirect owner change · fact
••• Locked
Jul 19, 2024 · Control person left · inference
••• Locked
Jul 19, 2024 · Control person joined · fact
••• Locked
Mar 6, 2020 · Control person joined · fact
••• Locked
Mar 6, 2020 · Control person left · inference
••• Locked
Mar 6, 2020 · Control person left · inference
••• Locked
Mar 6, 2020 · Control person joined · fact
••• Locked
Mar 6, 2020 · Control person joined · fact
••• Locked
Mar 6, 2020 · Control person joined · fact
••• Locked
Jun 5, 2017 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

Web presence

addresses the firm lists on IAPD today, and the ones its Form ADV filings listed before

Website (1) · the addresses open with an account

2 earlier addresses on Form ADV filings, the earliest seen Mar 28, 2018

How to reach

public business contact points only, each with its source

Business email: ••• Lockedreportedpublished by the firm, firm site, Sep 24, 2026
Business email: ••• Lockedreportedpublished by the firm, firm site, Sep 16, 2026
Website: ••• Lockedreportedpublic record, Form ADV, Aug 24, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Aug 24, 2026

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $1.5Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026