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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Former SEC-registered adviser

B•••••••• C••••••

Former SEC-registered adviserGrand Rapids, MichiganCRD 298823SEC 801-114369IAPD
Legal name B•••••••• C•••••• A••••••••• I•• I•••
Latest filing Mar 29, 2019
First filing on the tape Nov 1, 2018 · 2 filings
RAUM
$91.1M
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
13
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
17
$91.1M gross assets
History
2 filings and snapshots on the tape
RAUM$91.1M as of Mar 29, 2019
Nov 1, 2018$237M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 29, 2019
Nov 1, 20180 then
Employees (5.A)13 as of Mar 29, 2019
Nov 1, 201819 then
Private funds17 as of Mar 29, 2019
Nov 1, 201817 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 29, 2019; 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
$5.4MderivedRAUM 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
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$91.1M, 17 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$91.1M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
17reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$91.1M for 17 clientsreported
Compensation
performancereported
Class basis
absent from the latest SEC rosterderived
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
      22 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      B••••••• L••Private Equity Fund$55.0M58Nov 1, 2018
      B••••••• L••Private Equity Fund$26.4M98Nov 1, 2018
      B•••••••• C•••••• T••••••• O••••••••• F••• I• L•••Private Equity Fund$10.9M26Mar 17, 2022
      B••••••• L••Private Equity Fund$5.7M49Mar 22, 2024
      B••••••• L••Private Equity Fund$4.0M42Nov 1, 2018
      B••••••• L••Private Equity Fund$2.6M16Mar 20, 2023
      B••••••••• L••Private Equity Fund$2.4M13Nov 1, 2018
      B••••••• L••Private Equity Fund$2.1M64Nov 1, 2018
      B•••••••• C•••••• T••••••• O••••••••• F••• I••• L•••Private Equity Fund$1.4M12Mar 17, 2022
      B•••••• L••Private Equity Fund$1.3M66Nov 1, 2018
      B•••••• L••Private Equity Fund$772,70823Nov 1, 2018
      B•••••• L••Private Equity Fund$652,13735Nov 1, 2018
      B••••••• L••Private Equity Fund$548,47444Nov 1, 2018
      B••••••• L••Private Equity Fund$435,29346Nov 1, 2018
      B••••••• L••Private Equity Fund$262,16571Nov 1, 2018
      B•••••• L••Private Equity Fund$177,48149Nov 1, 2018
      B••••••• L••Private Equity Fund$141,44625Mar 25, 2021
      B•••••• L••Private Equity Fund$78,81467Nov 1, 2018
      B•••••• L••Private Equity Fund$43,52549Nov 1, 2018
      B•••••• L••Private Equity Fund$2,76144Nov 1, 2018
      B••••••• L••Private Equity Fund$2432Nov 1, 2018
      B•••••• L••Private Equity Fund$033Nov 1, 2018
      Owners and control persons
      Schedule A and B, latest filing
      • S••••• M••••• · Founder, Managing Partner, Chief Compliance Officercontrol
        since 01/2000 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      • Royal Oak, MI2 employees
      What changed
      consecutive filings, newest first
      • Advisory employees · 12 to 10
        Nov 1, 2018 to Mar 29, 2019
      • Assets in custody · $237M to $91.1M
        Nov 1, 2018 to Mar 29, 2019
      • Employees · 19 to 13
        Nov 1, 2018 to Mar 29, 2019
      • Discretionary RAUM · $237M to $91.1M
        Nov 1, 2018 to Mar 29, 2019
      • Pooled vehicle RAUM · $237M to $91.1M
        Nov 1, 2018 to Mar 29, 2019
      • RAUM · $237M to $91.1M
        Nov 1, 2018 to Mar 29, 2019
      Signals
      2 dated events
      • B•••••••• C•••••• reported RAUM $91.1M, down 61% from $236.5M (2018-11-01 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      • B•••••••• C•••••• filed its initial SEC registration (Form ADV)
        Nov 1, 2018 · First SEC registration · fact
      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/blackfordcapitalreportedpublic record, Form ADV, Sep 18, 2026
      Website
      blackfordcapital.comreportedpublic record, Form ADV, Sep 18, 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
      Former SEC-registered adviserderiveda 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