DFX Intelligence

RIA Intelligence

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SEC-registered adviser

B•••••••• A•••• M•••••••••

Asset manager (funds and pooled vehicles)Red Bank, New JerseyCRD 290637SEC 801-112122website IAPD

Legal name B•••••••• A•••• M••••••••• L••

Latest filing Mar 30, 2026

First filing on the tape Nov 6, 2017 · 19 filings

SEC status approved since Dec 7, 2017

RAUM

$694M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

10 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

19 filings and snapshots on the tape

RAUM$694M as of Mar 30, 2026

Feb 14, 2018$337M then

HNW client RAUM$0 as of Mar 30, 2026

Feb 14, 2018$0 then

State-registered IARs (5.B.3)0 as of Mar 30, 2026

Feb 14, 20180 then

Employees (5.A)13 as of Mar 30, 2026

Feb 14, 201812 then

Private funds1 as of Mar 30, 2026

Feb 14, 20181 then

RAUM +31% over the last fiscal year-18% a year over threeIARs 0 to 0

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: $99.2MderivedRAUM 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: +31%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: $27,223, 1 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

Other investment advisers$497M72%
Pooled investment vehicles$198M28%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 7reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $27,223 for 1 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

Every departure Every arrival

Private funds

3 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
B•••••••• S•••••• M••••• F•••• L•	Hedge Fund	$58.0M	9	Feb 14, 2018
B•••••••• L• M••••• F•••• L•	Hedge Fund	$0	1	Aug 27, 2021
B•••••••• A••• M••••• F•••• L•no longer reported	Hedge Fund	$0	1	Mar 30, 2021

Owners and control persons

Schedule A and B, latest filing

H••••• L••••• D••• · Chief Technology Officercontrol
since 09/2017 · owns less than 5%
M•••••••• M•••• S•••• · Chief Executive Officer / Chief Investment Officer, Member, Elected Managercontrol
since 09/2017 · owns less than 5%
S•••••••• D•••••• V••••••••• · Chief Compliance Officer, Chief Operating Officercontrol
since 09/2017 · owns less than 5%
M•••••••• M•••• S•••• · Membercontrol
since 12/2017 · owns 50% to 75% of B•••••••• G•• L••
M•••••••• M•••• S•••• · Limited Partnercontrol
since 12/2017 · owns 25% to 50% of B•••••••• H•••••••• L•
W••••• J••••••• R•••••• · Managercontrol
since 05/2017 · owns F of B••••• O•• I••••••••• L••
W••••• J••••••• R•••••• · Managercontrol
since 03/2006 · owns F of J•••••• C•••••• M••••••••• P•••••••• L••
W••••• J••••••• R•••••• · Trusteecontrol
since 12/2010 · owns F of O•• T•••• 2•••

Entity owners

B•••••••• H•••••••• L• · Beneficial Owner
direct · owns 75% or more
B••••• O•• I••••••••• L•• · Member
indirect · owns 75% or more of W•••• O•• B••••••••• L••
B•••••••• G•• L•• · General Partner
indirect · owns F of B•••••••• H•••••••• L•
J•••••• C•••••• M••••••••• P•••••••• L•• · General Partner
indirect · owns F of W••••••••• P••••••• L•
O•• T•••• 2••• · Limited Partner
indirect · owns 25% to 50% of W••••••••• P••••••• L•
W••••••••• P••••••• L• · Member
indirect · owns 75% or more of B••••• O•• I••••••••• L••
W•••• O•• B••••••••• L•• · Limited Partner
indirect · owns 25% to 50% of B•••••••• H•••••••• L•

Related persons

Schedule D 7.A

B•••••••• P•••••••• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Assets in custody · $12,840 to $27,223
Mar 28, 2025 to Mar 30, 2026
Employees · 14 to 13
Mar 28, 2025 to Mar 30, 2026
Discretionary RAUM · $529M to $694M
Mar 28, 2025 to Mar 30, 2026
Pooled vehicle RAUM · $123M to $198M
Mar 28, 2025 to Mar 30, 2026
RAUM · $529M to $694M
Mar 28, 2025 to Mar 30, 2026
Accounts · 5 to 7
Mar 29, 2024 to Mar 28, 2025
Advisory employees · 9 to 10
Mar 29, 2024 to Mar 28, 2025
Assets in custody · $0 to $12,840
Mar 29, 2024 to Mar 28, 2025
Employees · 13 to 14
Mar 29, 2024 to Mar 28, 2025
Financial planning clients · unset to
Mar 29, 2024 to Mar 28, 2025
Discretionary RAUM · $493M to $529M
Mar 29, 2024 to Mar 28, 2025
Pooled vehicle RAUM · $58.0M to $123M
Mar 29, 2024 to Mar 28, 2025
RAUM · $493M to $529M
Mar 29, 2024 to Mar 28, 2025
Accounts · 8 to 5
May 10, 2023 to Mar 29, 2024
BD registered reps · 1 to 0
May 10, 2023 to Mar 29, 2024
Pooled vehicle clients · 6 to 3
May 10, 2023 to Mar 29, 2024
Employees · 15 to 13
May 10, 2023 to Mar 29, 2024
Private funds · 2 to 1
May 10, 2023 to Mar 29, 2024
Discretionary RAUM · $1.3B to $493M
May 10, 2023 to Mar 29, 2024
Pooled vehicle RAUM · $980M to $58.0M
May 10, 2023 to Mar 29, 2024
RAUM · $1.3B to $493M
May 10, 2023 to Mar 29, 2024
Related broker-dealer · true to false
May 10, 2023 to Mar 29, 2024
Advisory employees · 14 to 9
Nov 30, 2022 to Mar 31, 2023
BD registered reps · 4 to 1
Nov 30, 2022 to Mar 31, 2023
Employees · 20 to 15
Nov 30, 2022 to Mar 31, 2023
Private funds · 3 to 2
Nov 30, 2022 to Mar 31, 2023
Discretionary RAUM · $3.4B to $1.3B
Nov 30, 2022 to Mar 31, 2023
Pooled vehicle RAUM · $3.2B to $980M
Nov 30, 2022 to Mar 31, 2023
RAUM · $3.4B to $1.3B
Nov 30, 2022 to Mar 31, 2023
Accounts · 6 to 8
Aug 27, 2021 to Mar 30, 2022
Pooled vehicle clients · 5 to 6
Aug 27, 2021 to Mar 30, 2022
Employees · 21 to 20
Aug 27, 2021 to Mar 30, 2022
Discretionary RAUM · $2.5B to $3.4B
Aug 27, 2021 to Mar 30, 2022
Pooled vehicle RAUM · $2.4B to $3.2B
Aug 27, 2021 to Mar 30, 2022
RAUM · $2.5B to $3.4B
Aug 27, 2021 to Mar 30, 2022
Private funds · 2 to 3
Mar 30, 2021 to Aug 27, 2021
Accounts · 4 to 6
Mar 30, 2020 to Mar 30, 2021
Advisory employees · 13 to 14
Mar 30, 2020 to Mar 30, 2021
Pooled vehicle clients · 4 to 5
Mar 30, 2020 to Mar 30, 2021
Employees · 19 to 21
Mar 30, 2020 to Mar 30, 2021

Signals

6 dated events

B•••••••• A•••• M••••••••• reported RAUM $694.4M, up 31% from $529.0M (2025-03-28 to 2026-03-30)
Mar 30, 2026 · RAUM change · derived
B•••••••• A•••• M••••••••• reported RAUM $492.6M, down 61% from $1.3B (2023-05-10 to 2024-03-29)
Mar 29, 2024 · RAUM change · derived
B•••••••• A•••• M••••••••• reported RAUM $1.3B, down 63% from $3.4B (2022-11-30 to 2023-03-31)
Mar 31, 2023 · RAUM change · derived
B•••••••• A•••• M••••••••• reported RAUM $3.4B, up 39% from $2.5B (2021-08-27 to 2022-03-30)
Mar 30, 2022 · RAUM change · derived
B•••••••• A•••• M••••••••• reported RAUM $2.6B, up 683% from $337.3M (2018-04-13 to 2019-03-29)
Mar 29, 2019 · RAUM change · derived
B•••••••• A•••• M••••••••• filed its initial SEC registration (Form ADV)
Nov 6, 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.

How to reach

public business contact points only, each with its source

Website: B••••••••.AMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 732-450-8401reportedpublic 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