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•• L••••• A••••••••
Asset manager (funds and pooled vehicles)Washington, District of ColumbiaCRD 291999SEC 801-125859websiteIAPD
Legal name B•• L••••• A••••••• L••
Latest filing Apr 1, 2026
First filing on the tape May 12, 2022 · 15 filings
SEC status approved since Aug 2, 2022
RAUM
$548M
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
39
1 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
6
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$548M as of Apr 1, 2026
Mar 24, 2023$382M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 1, 2026
Mar 24, 20230 then
Employees (5.A)39 as of Apr 1, 2026
Mar 24, 202331 then
Private funds6 as of Apr 1, 2026
Mar 24, 20233 then
RAUM +43% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 1, 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
- $91.4MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +43%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
- $548M, 6 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
- Pooled investment vehicles$548M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $548M for 6 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•• L••••• A•••••• F••• I•• L• | Private Equity Fund | $202M | 136 | Aug 28, 2019 |
| B•• L••••• A•••••• F••• I• L• | Private Equity Fund | $75.1M | 71 | Aug 28, 2019 |
| B•• L••••• A•••••• F••• I••• L• | Private Equity Fund | $41.6M | 64 | May 12, 2022 |
| J••••• F•••• L•no longer reported | Private Equity Fund | $13.2M | 56 | Jul 24, 2020 |
| J••••• F••• 2• L•no longer reported | Private Equity Fund | $3.4M | 7 | Mar 22, 2021 |
| E••••• R••• A••••••••• L• | Private Equity Fund | $0 | 20 | Mar 26, 2024 |
Owners and control persons
Schedule A and B, latest filing
- D••••••• C••••••• S••••• · Managercontrolsince 11/2018 · owns less than 5%
- G••••••• K•••••• W•••••• · Managercontrolsince 01/2023 · owns less than 5%
- L•••• W••••••• K••• · Managercontrolsince 01/2023 · owns less than 5%
- M•••••••• K••••• R••••• · Chief Financial Officercontrolsince 01/2024 · owns less than 5%
- S•••••••• M••••••• F•••••••• · Ceo, Managercontrolsince 03/2016 · owns 25% to 50%
- T•••• J•••••• T••••• · General Counsel And Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- W•••••• P••••• A•••• · Managercontrolsince 01/2023 · owns less than 5%
Entity owners
- P•••••• F•••••••• T•••• · Member - Commondirect · owns 5% to 10%
Related persons
Schedule D 7.A
- B•• F••• I•• G• L••pooled vehicle sponsory
- E••••• R••• A••••••••• G• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 5 to 6Feb 23, 2026 to Apr 1, 2026
- Pooled vehicle clients · 5 to 6Feb 23, 2026 to Apr 1, 2026
- Assets in custody · $383M to $548MFeb 23, 2026 to Apr 1, 2026
- Private funds · 5 to 6Feb 23, 2026 to Apr 1, 2026
- Discretionary RAUM · $383M to $548MFeb 23, 2026 to Apr 1, 2026
- Pooled vehicle RAUM · $383M to $548MFeb 23, 2026 to Apr 1, 2026
- RAUM · $383M to $548MFeb 23, 2026 to Apr 1, 2026
- Financial planning clients · unset to Mar 27, 2025 to Jun 10, 2025
- Accounts · 4 to 5Mar 26, 2024 to Mar 27, 2025
- Business name · B•• L••••• A•••••• L•• to B•• L••••• A••••••••Mar 26, 2024 to Mar 27, 2025
- Pooled vehicle clients · 4 to 5Mar 26, 2024 to Mar 27, 2025
- Assets in custody · $327M to $383MMar 26, 2024 to Mar 27, 2025
- Employees · 34 to 39Mar 26, 2024 to Mar 27, 2025
- Private funds · 4 to 5Mar 26, 2024 to Mar 27, 2025
- Discretionary RAUM · $327M to $383MMar 26, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $327M to $383MMar 26, 2024 to Mar 27, 2025
- RAUM · $327M to $383MMar 26, 2024 to Mar 27, 2025
- Accounts · 3 to 4Feb 1, 2024 to Mar 26, 2024
- Pooled vehicle clients · 3 to 4Feb 1, 2024 to Mar 26, 2024
- Assets in custody · $346M to $327MFeb 1, 2024 to Mar 26, 2024
- Employees · 31 to 34Feb 1, 2024 to Mar 26, 2024
- Private funds · 3 to 4Feb 1, 2024 to Mar 26, 2024
- Discretionary RAUM · $346M to $327MFeb 1, 2024 to Mar 26, 2024
- Pooled vehicle RAUM · $346M to $327MFeb 1, 2024 to Mar 26, 2024
- RAUM · $346M to $327MFeb 1, 2024 to Mar 26, 2024
- Assets in custody · $382M to $346MMar 24, 2023 to Apr 30, 2023
- Discretionary RAUM · $382M to $346MMar 24, 2023 to Apr 30, 2023
- Pooled vehicle RAUM · $382M to $346MMar 24, 2023 to Apr 30, 2023
- RAUM · $382M to $346MMar 24, 2023 to Apr 30, 2023
- Assets in custody · $187M to $382MAug 1, 2022 to Mar 24, 2023
- Employees · 33 to 31Aug 1, 2022 to Mar 24, 2023
- Discretionary RAUM · $187M to $382MAug 1, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $187M to $382MAug 1, 2022 to Mar 24, 2023
- RAUM · $187M to $382MAug 1, 2022 to Mar 24, 2023
- Private funds · 6 to 3May 12, 2022 to Aug 1, 2022
Signals
11 dated events
- B•• L••••• A•••••••• reported RAUM $548.3M, up 43% from $382.5M (2026-02-23 to 2026-04-01)Apr 1, 2026 · RAUM change · derived
- Joseph Richard Effress (Trustee) no longer on Schedule A of B•• L••••• A•••••••• (listed 2024-02-01, absent 2024-03-26)Mar 26, 2024 · Control person left · inference
- R••••• K•••• Mccusker (Chief Financial Officer) appeared on Schedule A of B•• L••••• A••••••••Feb 1, 2024 · Control person joined · fact
- Stephen Eric Magenheimer (President & Cfo) no longer on Schedule A of B•• L••••• A•••••••• (listed 2024-01-30, absent 2024-02-01)Feb 1, 2024 · Control person left · inference
- Thomas Joseph Turo (General Counsel And Chief Compliance Officer) appeared on Schedule A of B•• L••••• A••••••••Jan 30, 2024 · Control person joined · fact
- B•• L••••• A•••••••• reported RAUM $382.3M, up 104% from $187.1M (2022-08-01 to 2023-03-24)Mar 24, 2023 · RAUM change · derived
- Kent William Luby (Manager) appeared on Schedule A of B•• L••••• A••••••••Mar 24, 2023 · Control person joined · fact
- Allen Peter Wright (Manager) appeared on Schedule A of B•• L••••• A••••••••Mar 24, 2023 · Control person joined · fact
- William Kieran Goodwin (Manager) appeared on Schedule A of B•• L••••• A••••••••Mar 24, 2023 · Control person joined · fact
- Joseph Edward Grefenstette (Manager) no longer on Schedule A of B•• L••••• A•••••••• (listed 2022-08-01, absent 2023-03-24)Mar 24, 2023 · Control person left · inference
- B•• L••••• A•••••• L•• filed its initial SEC registration (Form ADV)May 12, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•• L••••• A•••••••• · Independent Sponsorsshared crd · capital_provider
- B•• L••••• A•••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- bigleagueadvance.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-875-8770reportedpublic record, Form ADV, Apr 1, 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