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•••••• R••• E•••••• L•
Latest filing Jun 9, 2026
First filing on the tape Dec 18, 2017 · 16 filings
SEC status approved since Feb 1, 2018
RAUM
$10.0B
reported, Item 5.F
Discretionary
91%
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
125
66 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
23
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$10.0B as of Jun 9, 2026
Mar 29, 2019$4.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 9, 2026
Mar 29, 20190 then
Employees (5.A)125 as of Jun 9, 2026
Mar 29, 201929 then
Private funds23 as of Jun 9, 2026
Mar 29, 20194 then
RAUM +11% over the last fiscal year+8.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 9, 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
- $416MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%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, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$10.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 24reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=5.0derived
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
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• C•••••• R••• E••••• F••• I•••• L••• | Real Estate Fund | $1.6B | 202 | Mar 31, 2021 |
| B••• C•••••• R••• E••••• F••• I••••• L• | Real Estate Fund | $1.3B | 81 | Mar 31, 2023 |
| A••••••• U• R••• E••••• L•• | Real Estate Fund | $1.1B | 5 | Jun 1, 2018 |
| B••• C•••••• R••• E••••• F••• I•••• L••• | Real Estate Fund | $1.0B | 57 | Mar 31, 2021 |
| B••• C•••••• R••• E••••• F••• I••• L••• | Real Estate Fund | $970M | 137 | Mar 29, 2019 |
| B••• C•••••• R••• E••••• F••• I••••• L• | Real Estate Fund | $577M | 59 | Mar 31, 2023 |
| B••• C•••••• R••• E••••• F••• I•••• L••• | Real Estate Fund | $486M | 40 | Mar 31, 2021 |
| B••• C•••••• R••• E••••• F••• I••••• L• | Real Estate Fund | $473M | 26 | Mar 31, 2023 |
| B••• C•••••• R••• E••••• F••• I••• L••• | Real Estate Fund | $425M | 27 | Mar 29, 2019 |
| B••• C•••••• R••• E••••• L••• S•••••• F••• • B• L••• | Real Estate Fund | $378M | 17 | Mar 31, 2022 |
| B••• C•••••• R••• E••••• L••• S•••••• F••• • A• L••• | Real Estate Fund | $354M | 54 | Mar 31, 2022 |
| A••••••• L• C•••••••• L• | Real Estate Fund | $188M | 3 | Mar 31, 2022 |
| B••• C•••••• R••• E••••• F••• I••• L••• | Real Estate Fund | $138M | 74 | Mar 29, 2019 |
| A••••••• B••• C••••••••• L••• | Real Estate Fund | $101M | 3 | Mar 31, 2023 |
| 1•• E• G•••• C••••••••• L• | Real Estate Fund | $82.7M | 5 | Mar 31, 2022 |
| M•••• C•••••• S•••• C•••••••• F•••• L••• | Real Estate Fund | $56.3M | 7 | Mar 31, 2023 |
| B••• H•••••• C•• L••• | Real Estate Fund | $49.1M | 3 | Mar 31, 2023 |
| B••• C•••••• R••• E••••• L••• S•••••• F••• • C• L••• | Real Estate Fund | $28.6M | 12 | Mar 31, 2022 |
| M• C•••••••• F•••• L• | Real Estate Fund | $25.0M | 4 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B••••• B•••••••• S••••• · Partnercontrolsince 01/2019 · owns less than 5%
- C•••••• R•••• N••••••• · Partnercontrolsince 01/2023 · owns less than 5%
- C•••••••• D•••••• W•••• · Chairmancontrolsince 01/2023 · owns less than 5%
- M••••••• J•••••• N•••• · Partnercontrolsince 01/2019 · owns less than 5%
- T•••••• A•••••• P•••••• · Partnercontrolsince 01/2020 · owns less than 5%
- W••••••••• K••••••• N••••• · Partnercontrolsince 01/2019 · owns less than 5%
- C••••••••• J•••• P•••••• · Partnercontrolsince 12/1997 · owns F of B••• C•••••• H•••••••• L•
- G••••• D••••• B••••••• · Partnercontrolsince 01/2008 · owns F of B••• C•••••• H•••••••• L•
- L•••••• J•••••••• S•••• · Partnercontrolsince 12/1997 · owns F of B••• C•••••• H•••••••• L•
- E••••••• M••••••• M••• · G•••••• Counsel, R••• E•••••since 02/2018 · owns less than 5%
- H•••••••• G••••••• F•••••• · Chief Compliance Officersince 03/2019 · owns less than 5%
- Y••••••• J•••••• M•••••• · Chief Financial Officer, R••• E•••••since 01/2021 · owns less than 5%
- G••••• C••••••••• G•••••• · Partnersince 09/2018 · owns F of B••• C•••••• H•••••••• L•
- W•••• M••••••• D• C••••• · Partnersince 01/2005 · owns F of B••• C•••••• H•••••••• L•
- W••••••• S••••• F••••••• · Partnersince 01/2018 · owns F of B••• C•••••• H•••••••• L•
Entity owners
- B••• C•••••• R••• E••••• •••• L•• · G•••••• Partnerdirect · owns less than 5%
- B••• C••••••• L• · L•••••• Partnerdirect · owns 75% or more
- B••• C•••••• •••• L•• · G•••••• Partnerindirect · owns F of B••• C••••••• L•
- B••• C•••••• H•••••••• L• · L•••••• Partnerindirect · owns 75% or more of B••• C••••••• L•
- B••• C••••••• L• · Memberindirect · owns 75% or more of B••• C•••••• R••• E••••• •••• L••
Related persons
Schedule D 7.A
- A•••• R••••••••• M•••••••• M••••••investment advisern
- B••• C•••••• ••••••••• P••• L•••investment advisern
- B••• C•••••• ••• L••••••investment advisern
- B••• C•••••• A••••••• •••••• P••• L•••investment advisern
- B••• C•••••• A•••• M•••••• M••••••••investment advisern
- B••• C•••••• C••••• ••••• L•••investment advisern
- B••• C•••••• C••••• ••••••••• P••• L•••investment advisern
- B••• C•••••• C••••• C•• A•••••••• L•investment adviserbanknRAUM $2.1B
- B••• C•••••• C••••• U••• C•• M•••••• I•• L•investment adviserbankn
- B••• C•••••• C••••• U••• C•• M••••••• L••investment adviserbankn
- B••• C•••••• C•••••• L•investment adviserbanknRAUM $76B
- B••• C•••••• C•••••• L•••investment advisern
- B••• C•••••• C•••••• L•investment adviserbankn
- B••• C•••••• D••••••••• L••broker-dealern
- B••• C•••••• D••••• I•••••• L•investment adviserbankn
- B••• C•••••• I•••••••• S••••••••• L•investment adviserbanknRAUM $5.4B
- B••• C•••••• I••••••••• ••••••• L••••••investment advisern
- B••• C•••••• I••••••••• •••••••• L••••••investment advisern
- B••• C•••••• I••••••••• ••••••••• S•••••••investment advisern
- B••• C•••••• L••• S•••••••• L•investment adviserbankn
- B••• C•••••• P••••••••• S••••••••• L•investment adviserbanknRAUM $1.7B
- B••• C•••••• P•••••• E••••• ••••• L•••investment advisern
- B••• C•••••• P•••••• E••••• •••••••• L••investment advisern
- B••• C•••••• P•••••• E••••• ••••••• L••investment advisern
- B••• C•••••• P•••••• E•••••• L•investment adviserbanknRAUM $96B
- B••• C•••••• P••••• E•••••• L•investment adviserbanknRAUM $242M
- B••• C•••••• R••• E••••• E• G•••• C•••••••• G•••••• P••••••• L••pooled vehicle sponsorn
- B••• C•••••• R••• E••••• I•••••••• ••••••••• L••pooled vehicle sponsorn
- B••• C•••••• R••• E••••• I•••••••• F••• I• L••pooled vehicle sponsorn
- B••• C•••••• R••• E••••• I•••••••• G•••••• P•••••• I•• L••pooled vehicle sponsorn
Advisers that list B••• C•••••• R••• E•••••• L• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY3 employees
- San F••••••Co, CA1 employees
What changed
consecutive filings, newest first
- Accounts · 20 to 24Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 60 to 66Mar 31, 2025 to Mar 31, 2026
- BD registered reps · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 19 to 23Mar 31, 2025 to Mar 31, 2026
- Employees · 119 to 125Mar 31, 2025 to Mar 31, 2026
- Private funds · 19 to 23Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $9.0B to $9.1BMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $0 to $933MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $9.0B to $10.0BMar 31, 2025 to Mar 31, 2026
- RAUM · $9.0B to $10.0BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 52 to 60Jul 31, 2024 to Mar 31, 2025
- BD registered reps · 3 to 4Jul 31, 2024 to Mar 31, 2025
- Employees · 99 to 119Jul 31, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jul 31, 2024 to Mar 31, 2025
- Discretionary RAUM · $9.4B to $9.0BJul 31, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $9.4B to $9.0BJul 31, 2024 to Mar 31, 2025
- RAUM · $9.4B to $9.0BJul 31, 2024 to Mar 31, 2025
- Accounts · 16 to 20Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 34 to 52Mar 31, 2023 to Mar 28, 2024
- BD registered reps · 2 to 3Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 15 to 19Mar 31, 2023 to Mar 28, 2024
- Employees · 71 to 99Mar 31, 2023 to Mar 28, 2024
- Other offices · 1 to 2Mar 31, 2023 to Mar 28, 2024
- Private funds · 18 to 19Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $7.8B to $9.4BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $7.8B to $9.4BMar 31, 2023 to Mar 28, 2024
- RAUM · $7.8B to $9.4BMar 31, 2023 to Mar 28, 2024
- Accounts · 13 to 16Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 21 to 34Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 12 to 15Mar 31, 2022 to Mar 31, 2023
- Employees · 53 to 71Mar 31, 2022 to Mar 31, 2023
- Private funds · 12 to 18Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $8.2B to $7.8BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $8.1B to $7.8BMar 31, 2022 to Mar 31, 2023
- RAUM · $8.2B to $7.8BMar 31, 2022 to Mar 31, 2023
- Accounts · 8 to 13Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 23 to 21Mar 31, 2021 to Mar 31, 2022
- BD registered reps · 1 to 2Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 7 to 12Mar 31, 2021 to Mar 31, 2022
- Employees · 45 to 53Mar 31, 2021 to Mar 31, 2022
Signals
15 dated events
- Benjamin David Gross (Partner) appeared on Schedule A of B••• C•••••• R••• E•••••• L•Jun 28, 2024 · Control person joined · fact
- Carrillo Elizabeth Thomas (Partner) no longer on Schedule A of B••• C•••••• R••• E•••••• L• (listed 2023-03-31, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Pierson Andrew Terris (Partner) appeared on Schedule A of B••• C•••••• R••• E•••••• L•Mar 31, 2023 · Control person joined · fact
- N. Ryan Cotton (Partner) appeared on Schedule A of B••• C•••••• R••• E•••••• L•Mar 31, 2023 · Control person joined · fact
- Nmn Joshua Bekenstein (Partner) no longer on Schedule A of B••• C•••••• R••• E•••••• L• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Gerard Stephen Pagliuca (Partner) no longer on Schedule A of B••• C•••••• R••• E•••••• L• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- B••• C•••••• R••• E•••••• L• reported RAUM $8.2B, up 64% from $5.0B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Alan M•••••• Krupka (Partner) no longer on Schedule A of B••• C•••••• R••• E•••••• L• (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- William Steven Barnes (Partner) no longer on Schedule A of B••• C•••••• R••• E•••••• L• (listed 2020-03-27, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- B••• C•••••• R••• E•••••• L• reported RAUM $4.7B, up 42% from $3.3B (2018-10-31 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Nello J••••• Marconi (Managing Director) appeared on Schedule A of B••• C•••••• R••• E•••••• L•Mar 29, 2019 · Control person joined · fact
- Samuel Benjamin Brady (Managing Director) appeared on Schedule A of B••• C•••••• R••• E•••••• L•Mar 29, 2019 · Control person joined · fact
- Carrillo Elizabeth Thomas (Managing Director) appeared on Schedule A of B••• C•••••• R••• E•••••• L•Mar 29, 2019 · Control person joined · fact
- Nilvka Kavindi Wickremage (Managing Director) appeared on Schedule A of B••• C•••••• R••• E•••••• L•Mar 29, 2019 · Control person joined · fact
- B••• C•••••• R••• E•••••• L• filed its initial SEC registration (Form ADV)Dec 18, 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
- baincapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-516-2318reportedpublic record, Form ADV, Jun 9, 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
Across the graphs
B••• C•••••• R••• E•••••• L• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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