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••••••
Asset manager (funds and pooled vehicles)West Hollywood, CaliforniaCRD 291692SEC 801-115173websiteIAPD
Legal name B•••••• V••••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 29, 2019 · 21 filings
SEC status approved since Apr 29, 2019
RAUM
$2.6B
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
9
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
51
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$2.6B as of Mar 31, 2026
Mar 30, 2020$140M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20200 then
Employees (5.A)9 as of Mar 31, 2026
Mar 30, 20205 then
Private funds51 as of Mar 31, 2026
Mar 30, 202019 then
RAUM +45% over the last fiscal year+45% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $50.4MderivedRAUM 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
- +45%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
- $2.6B, 51 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
- 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)
- 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$2.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 51reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.6B for 51 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
54 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••• S•• L••• S••••• L• | Private Equity Fund | $194M | 1 | Mar 7, 2018 |
| S•••••• V••••• I••••••••• Q••••• L• | Private Equity Fund | $125M | 2 | Mar 7, 2018 |
| B•••••• C•••••• F••• I•• L• | Private Equity Fund | $109M | 81 | Mar 31, 2021 |
| B•••••• S• 2•••• L• | Private Equity Fund | $65.2M | 4 | Mar 24, 2022 |
| B•••••• V••••••• F•••• L• | Private Equity Fund | $56.3M | 2 | Mar 7, 2018 |
| B•••••• C•••••• I• • B•••• L•no longer reported | Other Private Fund | $43.5M | 25 | Mar 24, 2022 |
| P••• B•••••• D•••••• A••••• I• L••no longer reported | Other Private Fund | $38.9M | 39 | Mar 24, 2022 |
| B•••••• C•••••• S••• L•no longer reported | Other Private Fund | $33.8M | 0 | Mar 24, 2022 |
| B•••••• C•••••• S•• 2•••• L• | Private Equity Fund | $31.1M | 8 | Mar 31, 2021 |
| B•••••• C•••••• F••• I••••• L• | Private Equity Fund | $29.8M | 17 | Mar 31, 2023 |
| B•••••• C•••••• R••••• I• L• | Private Equity Fund | $25.6M | 1 | Mar 30, 2020 |
| P••• B•••••• D•••••• A••••• I•• L••no longer reported | Other Private Fund | $25.2M | 21 | Mar 24, 2022 |
| B•••••• L• | Private Equity Fund | $21.1M | 25 | Mar 31, 2021 |
| B•••••• C•••••• T•• L• | Private Equity Fund | $20.1M | 22 | Mar 24, 2022 |
| B•••••• C••• S•• I• L•no longer reported | Other Private Fund | $18.7M | 11 | Mar 29, 2019 |
| D••••••• F••• S•• I• B• L• | Private Equity Fund | $17.8M | 22 | Mar 24, 2022 |
| B•••••• C•••••• S•• 2•••• L• | Private Equity Fund | $15.6M | 13 | Mar 31, 2021 |
| B•••••• L• | Private Equity Fund | $14.0M | 41 | Mar 24, 2022 |
| B•••••• C•••••• F••• I••• L• | Private Equity Fund | $13.0M | 39 | Mar 31, 2023 |
| K•• I••••••••• 1• L• | Private Equity Fund | $12.9M | 2 | Mar 30, 2020 |
| B•••••• L• | Private Equity Fund | $12.1M | 1 | Mar 24, 2022 |
| P••• B•••••• D•••••• A••••• I••• L••no longer reported | Other Private Fund | $11.5M | 25 | Mar 24, 2022 |
| B•••••• C•••••• H••••• S••• L•no longer reported | Other Private Fund | $10.9M | 3 | Mar 30, 2020 |
| B•••••• C•••••• F••• I•• • H• L• | Private Equity Fund | $10.1M | 3 | Mar 28, 2024 |
| P••• B•••••• D•••••• A••••• I•• L•• | Private Equity Fund | $10.0M | 1 | Mar 24, 2022 |
| B•••••• C•••••• F••• I• • D• L• | Private Equity Fund | $9.5M | 28 | Mar 24, 2022 |
| A• G•••••• L• | Private Equity Fund | $9.5M | 8 | Mar 24, 2022 |
| B•••••• C•••••• G••••• P••••••• I•• L• | Private Equity Fund | $8.4M | 3 | Mar 28, 2024 |
| B•••••• C•••••• S• F••• • A• L• | Private Equity Fund | $7.9M | 5 | Mar 28, 2024 |
| B•••••• C•••••• 2••• S•• I• L• | Private Equity Fund | $7.0M | 8 | Mar 31, 2023 |
| B•••••• C•••••• R••••• I•• L• | Private Equity Fund | $6.6M | 1 | Mar 24, 2022 |
| W•••• R••• S•• I• L• | Private Equity Fund | $6.2M | 1 | Mar 30, 2020 |
| W••••••• B•••• L•no longer reported | Other Private Fund | $5.8M | 7 | Mar 31, 2021 |
| B•••••• V••••••• E•••• S•• I• L•no longer reported | Other Private Fund | $5.0M | 2 | Mar 29, 2019 |
| B•••••• A• S••• L• | Private Equity Fund | $4.6M | 1 | Mar 29, 2019 |
| C••••••• C••••••••• L• | Private Equity Fund | $4.3M | 25 | Mar 30, 2020 |
| B•••••• A•• L• | Private Equity Fund | $3.6M | 1 | Mar 29, 2019 |
| L• I••••••••• F••• 2•••• L• | Private Equity Fund | $3.3M | 10 | Mar 24, 2022 |
| B•••••• V••••••• E•••• S•• I•• L••no longer reported | Other Private Fund | $3.3M | 1 | Mar 29, 2019 |
| P•••• G••••• I• L•no longer reported | Other Private Fund | $3.1M | 1 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• Y••••• •••• · M••••••• M•••••controlsince 02/2017 · owns 25% to 50%
- A• S••••• K•••••• B•••••• · Directorcontrolsince 03/2014 · owns 75% or more of C•••••• D••••••••• C•••••• U••• I••
- B••••••••• J••••• •••• · M••••••• M•••••controlsince 07/2017 · owns 75% or more of J•• M••••••••• I•••
- K•••• A••••• K•• W•• · Chief Compliance Officersince 11/2023 · owns less than 5%
Entity owners
- J•• M••••••••• I••• · Ownerdirect · owns 25% to 50%
- C•••••• D••••••••• C•••••• U••• I•• · M•••••direct · owns 10% to 25%
Related persons
Schedule D 7.A
- A• G••••• G•• L••pooled vehicle sponsorn
- B• S• 1• G•• L••pooled vehicle sponsorn
- B••••• G•• L••pooled vehicle sponsorn
- B••••• G•• L••pooled vehicle sponsorn
- B••••• G•• L••pooled vehicle sponsorn
- B•••••••• G•• L••pooled vehicle sponsorn
- B•••••••• G•• L••pooled vehicle sponsorn
- B••••••••• G•• L••pooled vehicle sponsorn
- B•••••• A• G•• L••pooled vehicle sponsorn
- B•••••• A• S•• G•• L••pooled vehicle sponsorn
- B•••••• C•••••• 2••• S•• I• G•• L••pooled vehicle sponsorn
- B•••••• C•••••• F••• I• • D• G•• L••pooled vehicle sponsorn
- B•••••• C•••••• F••• I•• • H• G•• L••pooled vehicle sponsorn
- B•••••• C•••••• F••• I•• G•• L•pooled vehicle sponsorn
- B•••••• C•••••• G• I•• L••pooled vehicle sponsorn
- B•••••• C•••••• G••••• P••••••• I• G•• L••pooled vehicle sponsorn
- B•••••• C•••••• R••••• I• G•• L••pooled vehicle sponsorn
- B•••••• C•••••• R••••• I• G•• L••pooled vehicle sponsorn
- B•••••• C•••••• S• F••• • A• G•• L••pooled vehicle sponsorn
- B•••••• C•••••• S•• 2••• G•• L••pooled vehicle sponsorn
- B•••••• C•••••• S•• G•• L••pooled vehicle sponsorn
- B•••••• C•••••• T•• G• L••pooled vehicle sponsorn
- B•••••• M•••••• G•• L••pooled vehicle sponsorn
- B•••••• S•• L••• S•••• G•• L••pooled vehicle sponsorn
- B•••••• S• 2••• G•• L••pooled vehicle sponsorn
- B•••••• V••••••• F••• G•• L••pooled vehicle sponsorn
- B•••••• V••••••• P• P••••••• L••pooled vehicle sponsorn
- C••••••• C••••••••• G•• L••pooled vehicle sponsorn
- D••••••••• L••pooled vehicle sponsorn
- D••••••• F••• S•• I• B• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 45 to 51Jul 10, 2025 to Mar 31, 2026
- Pooled vehicle clients · 45 to 51Jul 10, 2025 to Mar 31, 2026
- Assets in custody · $1.8B to $2.6BJul 10, 2025 to Mar 31, 2026
- Private funds · 45 to 51Jul 10, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.8B to $2.6BJul 10, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.8B to $2.6BJul 10, 2025 to Mar 31, 2026
- RAUM · $1.8B to $2.6BJul 10, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 10, 2025
- Accounts · 37 to 45May 23, 2024 to Mar 31, 2025
- Advisory employees · 6 to 5May 23, 2024 to Mar 31, 2025
- Pooled vehicle clients · 37 to 45May 23, 2024 to Mar 31, 2025
- Assets in custody · $935M to $1.8BMay 23, 2024 to Mar 31, 2025
- Employees · 8 to 9May 23, 2024 to Mar 31, 2025
- Private funds · 37 to 45May 23, 2024 to Mar 31, 2025
- Discretionary RAUM · $935M to $1.8BMay 23, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $935M to $1.8BMay 23, 2024 to Mar 31, 2025
- RAUM · $935M to $1.8BMay 23, 2024 to Mar 31, 2025
- Accounts · 33 to 37Nov 1, 2023 to Mar 28, 2024
- Pooled vehicle clients · 33 to 37Nov 1, 2023 to Mar 28, 2024
- Assets in custody · $851M to $935MNov 1, 2023 to Mar 28, 2024
- Other offices · 1 to 0Nov 1, 2023 to Mar 28, 2024
- Private funds · 33 to 37Nov 1, 2023 to Mar 28, 2024
- Discretionary RAUM · $851M to $935MNov 1, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $851M to $935MNov 1, 2023 to Mar 28, 2024
- RAUM · $851M to $935MNov 1, 2023 to Mar 28, 2024
- Business name · B•••••• V••••••• to B•••••• C••••••Mar 31, 2023 to Nov 1, 2023
- Accounts · 40 to 33Nov 3, 2022 to Mar 31, 2023
- Advisory employees · 5 to 6Nov 3, 2022 to Mar 31, 2023
- Pooled vehicle clients · 40 to 33Nov 3, 2022 to Mar 31, 2023
- Assets in custody · $972M to $851MNov 3, 2022 to Mar 31, 2023
- Private funds · 40 to 33Nov 3, 2022 to Mar 31, 2023
- Discretionary RAUM · $972M to $851MNov 3, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $972M to $851MNov 3, 2022 to Mar 31, 2023
- RAUM · $972M to $851MNov 3, 2022 to Mar 31, 2023
- Advisory employees · 9 to 5Jun 7, 2022 to Aug 19, 2022
- Employees · 9 to 8Jun 7, 2022 to Aug 19, 2022
- Accounts · 26 to 40Oct 5, 2021 to Mar 24, 2022
- Advisory employees · 3 to 9Oct 5, 2021 to Mar 24, 2022
- Pooled vehicle clients · 26 to 40Oct 5, 2021 to Mar 24, 2022
- Assets in custody · $353M to $972MOct 5, 2021 to Mar 24, 2022
Signals
6 dated events
- B•••••• C•••••• reported RAUM $2.6B, up 45% from $1.8B (2025-07-10 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- B•••••• C•••••• reported RAUM $1.8B, up 90% from $934.9M (2024-05-23 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- B•••••• C•••••• reported RAUM $972.0M, up 104% from $475.3M (2021-10-05 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- B•••••• C•••••• reported RAUM $475.3M, up 240% from $140.0M (2020-11-12 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- B•••••• K••••• Al S•••• (Director) appeared on Schedule A of B•••••• C••••••Mar 31, 2021 · Control person joined · fact
- B•••••• V••••••• filed its initial SEC registration (Form ADV)Mar 29, 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
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 844-218-3370reportedpublic record, Form ADV, Mar 31, 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