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••• S••• C••••••
Legal name B••• S••• S•••••••• L•••
Latest filing May 22, 2026
First filing on the tape Jun 8, 2018 · 13 filings
SEC status approved since Jul 9, 2018
RAUM
$1.3B
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
16
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$1.3B as of May 22, 2026
Mar 12, 2019$305M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 22, 2026
Mar 12, 20190 then
Employees (5.A)16 as of May 22, 2026
Mar 12, 201912 then
Private funds5 as of May 22, 2026
Mar 12, 20193 then
RAUM +27% over the last fiscal year+47% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 22, 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
- $251MderivedRAUM 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
- +27%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-based, otherreportedItem 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$1.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• S••• C•••••• I••• L••• | Private Equity Fund | $433M | 67 | Jun 8, 2018 |
| B••• S••• C•••••• I•• L••• | Private Equity Fund | $34.0M | 68 | Jun 8, 2018 |
| B••• S••• C••••••• L•••no longer reported | Private Equity Fund | $13.5M | 19 | Jun 8, 2018 |
Owners and control persons
Schedule A and B, latest filing
- H•••• P••••• J•••• · Managing Member/Managing Partnercontrolsince 12/2002 · owns 50% to 75%
- M••••••• J••••• D• · Managing Member/Managing Partnercontrolsince 12/2002 · owns 50% to 75%
- M•••• A•••• P•••••• · Director Of Finance/Chief Compliance Officersince 05/2017 · owns less than 5%
Related persons
Schedule D 7.A
- B••• S••• M••••••••• I•• L•••••pooled vehicle sponsorn
- B••• S••• M••••••••• I••• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 4 to 5Mar 31, 2025 to Mar 27, 2026
- Advisory employees · 12 to 15Mar 31, 2025 to Mar 27, 2026
- Business name · B••• S••• S•••••••• L••• to B••• S••• C••••••Mar 31, 2025 to Mar 27, 2026
- Pooled vehicle clients · 4 to 5Mar 31, 2025 to Mar 27, 2026
- Employees · 13 to 16Mar 31, 2025 to Mar 27, 2026
- Private funds · 4 to 5Mar 31, 2025 to Mar 27, 2026
- Discretionary RAUM · $991M to $1.3BMar 31, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $991M to $1.3BMar 31, 2025 to Mar 27, 2026
- RAUM · $991M to $1.3BMar 31, 2025 to Mar 27, 2026
- Accounts · 2 to 4Mar 27, 2024 to Mar 31, 2025
- Advisory employees · 13 to 12Mar 27, 2024 to Mar 31, 2025
- Pooled vehicle clients · 2 to 4Mar 27, 2024 to Mar 31, 2025
- Employees · 14 to 13Mar 27, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 31, 2025
- Private funds · 2 to 4Mar 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $467M to $991MMar 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $467M to $991MMar 27, 2024 to Mar 31, 2025
- RAUM · $467M to $991MMar 27, 2024 to Mar 31, 2025
- Advisory employees · 10 to 13Mar 30, 2023 to Mar 27, 2024
- Employees · 13 to 14Mar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $398M to $467MMar 30, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $398M to $467MMar 30, 2023 to Mar 27, 2024
- RAUM · $398M to $467MMar 30, 2023 to Mar 27, 2024
- Advisory employees · 11 to 10Mar 28, 2022 to Mar 30, 2023
- Assets in custody · 0.0 to unsetMar 28, 2022 to Mar 30, 2023
- Discretionary RAUM · $487M to $398MMar 28, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $487M to $398MMar 28, 2022 to Mar 30, 2023
- RAUM · $487M to $398MMar 28, 2022 to Mar 30, 2023
- Discretionary RAUM · $470M to $487MMar 10, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $470M to $487MMar 10, 2021 to Mar 28, 2022
- RAUM · $470M to $487MMar 10, 2021 to Mar 28, 2022
- Discretionary RAUM · $393M to $470MApr 21, 2020 to Mar 10, 2021
- Pooled vehicle RAUM · $393M to $470MApr 21, 2020 to Mar 10, 2021
- RAUM · $393M to $470MApr 21, 2020 to Mar 10, 2021
- Discretionary RAUM · $370M to $393MFeb 11, 2020 to Apr 21, 2020
- Pooled vehicle RAUM · $370M to $393MFeb 11, 2020 to Apr 21, 2020
- RAUM · $370M to $393MFeb 11, 2020 to Apr 21, 2020
- Employees · 12 to 13Nov 22, 2019 to Feb 11, 2020
- Accounts · 3 to 2Nov 22, 2019 to Feb 11, 2020
- Advisory employees · 10 to 11Nov 22, 2019 to Feb 11, 2020
Signals
4 dated events
- B••• S••• C•••••• reported RAUM $1.3B, up 27% from $991.2M (2025-03-31 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- B••• S••• C•••••• reported RAUM $991.2M, up 112% from $466.8M (2024-03-27 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- B••• S••• C•••••• reported RAUM $305.2M, up 104% from $149.5M (2018-06-12 to 2019-03-12)Mar 12, 2019 · RAUM change · derived
- B••• S••• S•••••••• L••• filed its initial SEC registration (Form ADV)Jun 8, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••• S••• C•••••• · Independent Sponsorsshared crd · capital_provider
- B••• S••• S•••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/B•••-S•••-CAPITALreportedpublic record, Form ADV, Sep 18, 2026
- Website
- B•••S•••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 512-536-1900reportedpublic record, Form ADV, May 22, 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