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••••••• P••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 30, 2020 · 12 filings
SEC status approved since Jul 30, 2020
RAUM
$3.4B
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
30
26 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
10
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$3.4B as of Mar 30, 2026
Mar 30, 2021$662M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20210 then
Employees (5.A)30 as of Mar 30, 2026
Mar 30, 202113 then
Private funds10 as of Mar 30, 2026
Mar 30, 20217 then
RAUM +53% 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
- $336MderivedRAUM 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
- +53%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, fixed fees, 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
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••• P••••••• F••• I•• L••• | Private Equity Fund | $604M | 114 | Mar 30, 2022 |
| B••••••• P••••••• F••• I• L••• | Private Equity Fund | $499M | 99 | Jun 30, 2020 |
| B••••••• ••••••••• I••••••••• L•• | Private Equity Fund | $319M | 46 | Mar 27, 2020 |
| B••••••• •••• I••••••••• L•• | Private Equity Fund | $178M | 14 | Nov 27, 2018 |
| V•••••••• A•••• F•••• L••• | Private Equity Fund | $125M | 43 | Mar 30, 2023 |
| B••••••• •••• I•••••••• I•• L•• | Private Equity Fund | $74.2M | 20 | Mar 30, 2021 |
| B••••••• ••••• I••••••••• L•• | Private Equity Fund | $70.5M | 26 | Mar 27, 2020 |
| B••••••• • C••••••••• L••• | Private Equity Fund | $59.9M | 8 | Mar 30, 2021 |
| E••••• A•••• F••• I• L••• | Private Equity Fund | $35.7M | 21 | Mar 29, 2024 |
| B••••••• ••••••••• I••••••••• L•• | Private Equity Fund | $24.4M | 18 | Nov 27, 2018 |
Owners and control persons
Schedule A and B, latest filing
- D••••• S••••••• J•••• · Partnercontrolsince 09/2010 · owns 75% or more
- S••••• M•••• T•••••••• · Chief Compliance Officercontrolsince 02/2019 · owns less than 5%
Related persons
Schedule D 7.A
- B••••••• ••••• I•••••••• M•• L••pooled vehicle sponsorn
- B••••••• ••••••••• I•••••••• M•• L••pooled vehicle sponsorn
- B••••••• •••• I•••••••• M•• L••pooled vehicle sponsorn
- B••••••• ••••••••• I•••••••• M•• L••pooled vehicle sponsorn
- B••••••• A••••••••• I• L••pooled vehicle sponsorn
- B••••••• A••••••••• I•• L••pooled vehicle sponsorn
- B••••••• P••••••• F••• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Portland, OR4 employees
What changed
consecutive filings, newest first
- Accounts · 9 to 10Mar 28, 2025 to Mar 30, 2026
- Advisory employees · 24 to 26Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 9 to 10Mar 28, 2025 to Mar 30, 2026
- Employees · 28 to 30Mar 28, 2025 to Mar 30, 2026
- Private funds · 9 to 10Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $2.2B to $3.4BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $2.2B to $3.4BMar 28, 2025 to Mar 30, 2026
- RAUM · $2.2B to $3.4BMar 28, 2025 to Mar 30, 2026
- Accounts · 10 to 9Jan 16, 2025 to Mar 28, 2025
- Advisory employees · 23 to 24Jan 16, 2025 to Mar 28, 2025
- Pooled vehicle clients · 10 to 9Jan 16, 2025 to Mar 28, 2025
- Employees · 25 to 28Jan 16, 2025 to Mar 28, 2025
- Financial planning clients · unset to Jan 16, 2025 to Mar 28, 2025
- Private funds · 10 to 9Jan 16, 2025 to Mar 28, 2025
- Discretionary RAUM · $2.0B to $2.2BJan 16, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $2.0B to $2.2BJan 16, 2025 to Mar 28, 2025
- RAUM · $2.0B to $2.2BJan 16, 2025 to Mar 28, 2025
- Accounts · 9 to 10Aug 16, 2023 to Mar 29, 2024
- Pooled vehicle clients · 9 to 10Aug 16, 2023 to Mar 29, 2024
- Private funds · 9 to 10Aug 16, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.8B to $2.0BAug 16, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.8B to $2.0BAug 16, 2023 to Mar 29, 2024
- RAUM · $1.8B to $2.0BAug 16, 2023 to Mar 29, 2024
- Accounts · 8 to 9Mar 30, 2022 to Mar 30, 2023
- Advisory employees · 20 to 23Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 8 to 9Mar 30, 2022 to Mar 30, 2023
- Employees · 22 to 25Mar 30, 2022 to Mar 30, 2023
- Private funds · 8 to 9Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.3B to $1.8BMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.3B to $1.8BMar 30, 2022 to Mar 30, 2023
- RAUM · $1.3B to $1.8BMar 30, 2022 to Mar 30, 2023
- Accounts · 7 to 8May 12, 2021 to Mar 30, 2022
- Advisory employees · 13 to 20May 12, 2021 to Mar 30, 2022
- Pooled vehicle clients · 7 to 8May 12, 2021 to Mar 30, 2022
- Employees · 13 to 22May 12, 2021 to Mar 30, 2022
- Private funds · 7 to 8May 12, 2021 to Mar 30, 2022
- Discretionary RAUM · $662M to $1.3BMay 12, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $662M to $1.3BMay 12, 2021 to Mar 30, 2022
- RAUM · $662M to $1.3BMay 12, 2021 to Mar 30, 2022
- Accounts · 5 to 7Jun 30, 2020 to Mar 30, 2021
Signals
5 dated events
- B••••••• P••••••• L•• reported RAUM $3.4B, up 53% from $2.2B (2025-03-28 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- B••••••• P••••••• L•• reported RAUM $1.8B, up 35% from $1.3B (2022-03-30 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- B••••••• P••••••• L•• reported RAUM $1.3B, up 98% from $662.2M (2021-05-12 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- B••••••• P••••••• L•• reported RAUM $662.2M, up 72% from $384.8M (2020-06-30 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- B••••••• P••••••• L•• filed its initial SEC registration (Form ADV)Jun 30, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••••• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B••••••• P••••••• L•• · Private Equityshared crd · organization
- B••••••• P••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- B•••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (415) 505-8304reportedpublic 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