DFX Intelligence

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SEC-registered adviser

B•••• I••••••••• S••••••••• L••

Independent wealth managerBeijing, CRD 290775SEC 801-112127website IAPD

Latest filing May 6, 2026

First filing on the tape Nov 8, 2017 · 24 filings

SEC status approved since Jan 10, 2018

RAUM

$200

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

100%

$200 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

24 filings and snapshots on the tape

RAUM$200 as of May 6, 2026

Mar 22, 2018$123,204 then

HNW client RAUM$0 as of May 6, 2026

Mar 22, 2018$0 then

State-registered IARs (5.B.3)0 as of May 6, 2026

Mar 22, 20180 then

Employees (5.A)2 as of May 6, 2026

Mar 22, 20185 then

Private funds: no history

RAUM +0.0% over the last fiscal year+0.0% a year over threeIARs 0 to 0

Practice profile

derived from the filing of May 6, 2026; every figure names its basis

Archetypes, each a printed rule

Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM

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: $100derivedRAUM 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: +0.0%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: +0.0%derived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: financial planning, 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

buys or sells securities as principal to or from clients (8.A.2)
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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Individuals$200100%

Individual clients: 2reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 2reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=1.0 fund_share=0.0 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

L•• Z•••• to P••• S•••••• A••••••• L••
Sep 20, 2019 · Other

Joined, latest

none on the tape

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

C••••• J••••• · General Managercontrol
since 08/2022 · owns less than 5%
K•••• A•• · Ceo And Ccocontrol
since 08/2022 · owns less than 5%
C••••• J••••• · Managing Member/Ownercontrol
since 03/2023 · owns 25% to 50% of B•••• S••••••••• L••
K•••• A•• · Managing Membercontrol
since 03/2023 · owns 50% to 75% of B•••• S••••••••• L••

Entity owners

B•••• S••••••••• L•• · Owner
direct · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Financial planning clients · 0 to 0
Mar 1, 2024 to Apr 24, 2025
HQ state · unset to
Mar 1, 2024 to Apr 24, 2025
Accounts · unset to 2.0
Nov 3, 2022 to Mar 30, 2023
Advisory activities · 1 to 2
Nov 3, 2022 to Mar 30, 2023
Business name · D•••••• T••••••••• L•• to B•••• I••••••••• S••••••••• L••
Nov 3, 2022 to Mar 30, 2023
Individual clients · 0 to 2
Nov 3, 2022 to Mar 30, 2023
Legal name · D•••••• T••••••••• L•• to B•••• I••••••••• S••••••••• L••
Nov 3, 2022 to Mar 30, 2023
Discretionary RAUM · unset to 200.0
Nov 3, 2022 to Mar 30, 2023
Individual RAUM · $0 to $200
Nov 3, 2022 to Mar 30, 2023
Non-discretionary RAUM · unset to 0.0
Nov 3, 2022 to Mar 30, 2023
RAUM · unset to 200.0
Nov 3, 2022 to Mar 30, 2023
Business name · C• Q•••• S••••• L•• to D•••••• T••••••••• L••
Aug 19, 2022 to Nov 3, 2022
Legal name · CGQ•••• RESEARCN LLC to D•••••• T••••••••• L••
Aug 19, 2022 to Nov 3, 2022
Advisory employees · 1 to 2
Aug 17, 2022 to Aug 17, 2022
Advisory activities · 6 to 1
Aug 17, 2022 to Aug 17, 2022
Employees · 1 to 2
Aug 17, 2022 to Aug 17, 2022
HQ city · HONG KONG to BEIJING
Aug 17, 2022 to Aug 17, 2022
Accounts · 0.0 to unset
Apr 30, 2021 to Apr 30, 2021
Legal name · C• Q•••• S••••• L•• to CGQ•••• RESEARCN LLC
Apr 30, 2021 to Apr 30, 2021
Discretionary RAUM · 0.0 to unset
Apr 30, 2021 to Apr 30, 2021
Non-discretionary RAUM · 0.0 to unset
Apr 30, 2021 to Apr 30, 2021
RAUM · 0.0 to unset
Apr 30, 2021 to Apr 30, 2021
Business name · P••••••• C••••••• to C• Q•••• S••••• L••
Sep 20, 2019 to Jan 16, 2020
Legal name · P••••••• C••••••• LLC to C• Q•••• S••••• L••
Sep 20, 2019 to Jan 16, 2020
Accounts · 19 to 0
Jan 18, 2019 to Sep 20, 2019
Advisory employees · 2 to 1
Jan 18, 2019 to Sep 20, 2019
Individual clients · 19 to 0
Jan 18, 2019 to Sep 20, 2019
Employees · 2 to 1
Jan 18, 2019 to Sep 20, 2019
HQ city · BEIJING to HONG KONG
Jan 18, 2019 to Sep 20, 2019
State-registered IARs · 1 to 0
Jan 18, 2019 to Sep 20, 2019
Discretionary RAUM · $203,000 to $0
Jan 18, 2019 to Sep 20, 2019
Individual RAUM · $203,000 to $0
Jan 18, 2019 to Sep 20, 2019
RAUM · $203,000 to $0
Jan 18, 2019 to Sep 20, 2019
Accounts · 6 to 19
Sep 18, 2018 to Jan 18, 2019
Advisory employees · 3 to 2
Sep 18, 2018 to Jan 18, 2019
Individual clients · 6 to 19
Sep 18, 2018 to Jan 18, 2019
Employees · 5 to 2
Sep 18, 2018 to Jan 18, 2019
State-registered IARs · 0 to 1
Sep 18, 2018 to Jan 18, 2019
Discretionary RAUM · $123,204 to $203,000
Sep 18, 2018 to Jan 18, 2019
Individual RAUM · $123,204 to $203,000
Sep 18, 2018 to Jan 18, 2019

Signals

8 dated events

••• Locked
Aug 17, 2022 · Control person joined · fact
••• Locked
Aug 17, 2022 · Control person joined · fact
••• Locked
Aug 17, 2022 · Control person left · inference
••• Locked
Sep 20, 2019 · Control person left · inference
••• Locked
Sep 20, 2019 · Control person left · inference
••• Locked
Sep 20, 2019 · Control person joined · fact
••• Locked
Jan 18, 2019 · Control person left · inference
••• Locked
Nov 8, 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•••••••.comreportedpublic record, Form ADV, May 6, 2026
Principal office phone: 001 6363182914reportedpublic record, Form ADV, May 6, 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: Independent wealth managerderiveda 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