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•• V• M••••••••• L••

Asset manager (funds and pooled vehicles)Menlo Park, CaliforniaCRD 298473SEC 801-135137websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Dec 10, 2025 · 2 filings
SEC status approved since Jan 9, 2026
RAUM
$433M
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
15
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
12
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$433M as of Mar 31, 2026
Dec 10, 2025$409M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Dec 10, 20250 then
Employees (5.A)15 as of Mar 31, 2026
Dec 10, 202514 then
Private funds12 as of Mar 31, 2026
Dec 10, 202511 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 31, 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
$36.1MderivedRAUM 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
unknownderivedbetween 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
  • 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$433M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
12reported
Financial planning clients
0reported
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
      Every departureEvery arrival
      Private funds
      5 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      B•• I• L•Venture Capital Fund$128M112Mar 27, 2020
      B•• O••••••••• F••• L•Venture Capital Fund$93.3M98Sep 7, 2018
      B•• O••••••••• F••• I•• L•Venture Capital Fund$53.1M80Jun 7, 2023
      B•• I•••• L•Venture Capital Fund$12.7M64Mar 29, 2021
      B•• O••••••••• F••• I•••• L•Venture Capital Fund$5.9M87Jun 7, 2023
      Owners and control persons
      Schedule A and B, latest filing
      • B•••••••• E•••• A••••• · Member And Chief Executive Officercontrol
        since 07/2018 · owns 25% to 50%
      • B•••• A••• · Membercontrol
        since 07/2018 · owns 25% to 50%
      • B••••••• E•••• P••••• · Membercontrol
        since 07/2018 · owns 25% to 50%
      • H••••••• Y••• · Member
        since 04/2023 · owns 25% to 50%
      • L••• S••••• · Chief Compliance Officer
        since 12/2025 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 11 to 12
        Dec 10, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 11 to 12
        Dec 10, 2025 to Mar 31, 2026
      • Employees · 14 to 15
        Dec 10, 2025 to Mar 31, 2026
      • Private funds · 11 to 12
        Dec 10, 2025 to Mar 31, 2026
      • Discretionary RAUM · $409M to $433M
        Dec 10, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $409M to $433M
        Dec 10, 2025 to Mar 31, 2026
      • RAUM · $409M to $433M
        Dec 10, 2025 to Mar 31, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/3337376reportedpublic record, Form ADV, Sep 18, 2026
      Website
      b•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      650-324-3680reportedpublic record, Form ADV, Mar 31, 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