DFX Intelligence
RIA Intelligence
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SEC-registered adviser
B••••••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 30, 2021 · 12 filings
SEC status approved since Jul 30, 2021
RAUM
$898M
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
12
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
19
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$898M as of Mar 30, 2026
Mar 31, 2022$1.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20220 then
Employees (5.A)12 as of Mar 30, 2026
Mar 31, 20227 then
Private funds19 as of Mar 30, 2026
Mar 31, 202212 then
RAUM +2.0% over the last fiscal year+24% 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
- $47.3MderivedRAUM 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
- +2.0%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
- 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)
- 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$898M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••••• V••••••• I• L• | Venture Capital Fund | $562M | 88 | Mar 31, 2018 |
| B••••••••• V••••••• I•• L• | Venture Capital Fund | $161M | 70 | Feb 18, 2019 |
| T•• B••••••••• F•••• L• •••••• 1• | Venture Capital Fund | $83.0M | 94 | Jun 30, 2021 |
| T•• B••••••••• F•••• L• •••••• 4• | Venture Capital Fund | $62.9M | 201 | Mar 30, 2023 |
| T•• B••••••••• F•••• L• •••••• 6• | Venture Capital Fund | $52.8M | 175 | Mar 28, 2024 |
| T•• B••••••••• F•••• L• •••••• 2• | Venture Capital Fund | $50.8M | 163 | Mar 31, 2022 |
| T•• B••••••••• F•••• L• •••••• 3• | Venture Capital Fund | $42.2M | 197 | Mar 31, 2022 |
| T•• B••••••••• F•••• L• •••••• 5• | Venture Capital Fund | $27.3M | 210 | Mar 30, 2023 |
| B•••••••• V•••••••• L••• | Venture Capital Fund | $16.9M | 5 | Dec 22, 2014 |
| B•••••••• V••••••• I•• L••• | Venture Capital Fund | $8.8M | 36 | Mar 26, 2016 |
| S•• 5• A••••• | Venture Capital Fund | $6.1M | 50 | Apr 26, 2022 |
| S•• I• H•••• L•• | Venture Capital Fund | $5.8M | 46 | Jun 30, 2021 |
| S•• S•••• 0• L•• | Venture Capital Fund | $4.6M | 3 | Jun 30, 2021 |
| B••••••••• S•• V• L•• | Venture Capital Fund | $2.8M | 13 | Mar 31, 2022 |
| H••• S•• V•• L•• | Venture Capital Fund | $1.1M | 26 | Mar 30, 2023 |
| S•• B•••• 0•• L•• | Venture Capital Fund | $0 | 0 | Jun 30, 2021 |
| S•••• 0• S•• L•• | Venture Capital Fund | $0 | 4 | Jun 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- C•••• J•••••• N•• · Chief Financial Officer And Chief Compliance Officercontrolsince 08/2022 · owns less than 5%
- F•••••••• J•••••••• P•••• · Chief Legal Officercontrolsince 05/2022 · owns less than 5%
- S•••••••• R•••••• C• · General Partnercontrolsince 06/2021 · owns less than 5%
- S••••• E•••• K•••••• · Managing Membercontrolsince 01/2023 · owns 75% or more
Related persons
Schedule D 7.A
- B•••••••• V••••••• G•• L••pooled vehicle sponsorn
- B•••••••• V••••••• I• G•• L••pooled vehicle sponsorn
- B••••••••• V••••••• I• G•• L••pooled vehicle sponsorn
- B••••••••• V••••••• I• G•• L••pooled vehicle sponsorn
- B••••••••• V••••••• I•• G•• L••pooled vehicle sponsorn
- S•••• • C•••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 10 to 12May 6, 2025 to Mar 30, 2026
- Discretionary RAUM · $881M to $898MMay 6, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $881M to $898MMay 6, 2025 to Mar 30, 2026
- RAUM · $881M to $898MMay 6, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 27, 2025 to May 6, 2025
- Accounts · 15 to 19Mar 28, 2024 to Mar 27, 2025
- Pooled vehicle clients · 15 to 19Mar 28, 2024 to Mar 27, 2025
- Employees · 9 to 10Mar 28, 2024 to Mar 27, 2025
- HQ city · unset to Mar 28, 2024 to Mar 27, 2025
- HQ state · unset to Mar 28, 2024 to Mar 27, 2025
- Private funds · 15 to 19Mar 28, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.1B to $881MMar 28, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $1.1B to $881MMar 28, 2024 to Mar 27, 2025
- RAUM · $1.1B to $881MMar 28, 2024 to Mar 27, 2025
- Accounts · 14 to 15Jun 2, 2023 to Mar 28, 2024
- Advisory employees · 4 to 5Jun 2, 2023 to Mar 28, 2024
- Pooled vehicle clients · 14 to 15Jun 2, 2023 to Mar 28, 2024
- Private funds · 16 to 15Jun 2, 2023 to Mar 28, 2024
- Discretionary RAUM · $475M to $1.1BJun 2, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $475M to $1.1BJun 2, 2023 to Mar 28, 2024
- RAUM · $475M to $1.1BJun 2, 2023 to Mar 28, 2024
- Accounts · 13 to 14Sep 1, 2022 to Mar 30, 2023
- Pooled vehicle clients · 13 to 14Sep 1, 2022 to Mar 30, 2023
- Employees · 7 to 9Sep 1, 2022 to Mar 30, 2023
- Private funds · 13 to 16Sep 1, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.6B to $475MSep 1, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.6B to $475MSep 1, 2022 to Mar 30, 2023
- RAUM · $1.6B to $475MSep 1, 2022 to Mar 30, 2023
- Private funds · 12 to 13Mar 31, 2022 to Apr 26, 2022
- Accounts · 9 to 13Feb 4, 2022 to Mar 31, 2022
- Advisory employees · 2 to 4Feb 4, 2022 to Mar 31, 2022
- Pooled vehicle clients · 9 to 13Feb 4, 2022 to Mar 31, 2022
- Employees · 5 to 7Feb 4, 2022 to Mar 31, 2022
- Private funds · 9 to 12Feb 4, 2022 to Mar 31, 2022
- Discretionary RAUM · $1.1B to $1.6BFeb 4, 2022 to Mar 31, 2022
- Pooled vehicle RAUM · $1.1B to $1.6BFeb 4, 2022 to Mar 31, 2022
- RAUM · $1.1B to $1.6BFeb 4, 2022 to Mar 31, 2022
- Private funds · 18 to 9Jun 30, 2021 to Feb 4, 2022
Signals
7 dated events
- B••••••••• M••••••••• L•• reported RAUM $1.1B, up 130% from $475.0M (2023-06-02 to 2024-03-28)Mar 28, 2024 · ria raum c•••ge · derived
- K••• N••••• S•••• (Member) no longer on Schedule A of B••••••••• M••••••••• L•• (listed 2023-06-02, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- B••••••••• M••••••••• L•• reported RAUM $475.0M, down 70% from $1.6B (2022-09-01 to 2023-03-30)Mar 30, 2023 · ria raum c•••ge · derived
- P•••• J••••••• F••••••• (Chief Legal Officer) appeared on Schedule A of B••••••••• M••••••••• L••Mar 30, 2023 · Control person joined · fact
- Nmn Janice Chan (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of B••••••••• M••••••••• L••Sep 1, 2022 · Control person joined · fact
- B••••••••• M••••••••• L•• reported RAUM $1.6B, up 46% from $1.1B (2022-02-04 to 2022-03-31)Mar 31, 2022 · ria raum c•••ge · derived
- B••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 30, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blockchange-venturesreportedpublic record, Form ADV, Sep 21, 2026
- Website
- b•••••••••.vcreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- (646) 797-3348reportedpublic 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