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••• C•••••• M••••••••• L•
Latest filing Mar 30, 2026
First filing on the tape Sep 26, 2019 · 10 filings
SEC status approved since Oct 24, 2019
RAUM
$251M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$251M
derived; firm RAUM over IAPD count
Employees
8
6 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
24
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$251M as of Mar 30, 2026
Mar 28, 2020$183M then
HNW client RAUM$0 as of Mar 30, 2026
Mar 28, 2020$0 then
State-registered IARs (5.B.3)1 as of Mar 30, 2026
Mar 28, 20201 then
Employees (5.A)8 as of Mar 30, 2026
Mar 28, 20201 then
Private funds24 as of Mar 30, 2026
Mar 28, 202021 then
RAUM -7.4% over the last fiscal year-7.5% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $251MderivedRAUM 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
- $10.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 8.0derivedItem 5.A over advisors
- Advisors per office
- 0.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -7.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 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
- Custody
- $251M, 24 clientsreportedItem 9.A
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$251M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 24reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $251M for 24 clientsreported
- 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
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• S•••••• O••••••••• F•••• L• | Private Equity Fund | $16.5M | 74 | Mar 29, 2022 |
| B••• C••••••• O••••••••• F•••• L• | Venture Capital Fund | $9.3M | 29 | Mar 25, 2024 |
| B••• S•••••• O••••••••• F••• I•• L• | Private Equity Fund | $4.0M | 20 | Mar 30, 2023 |
| B••• T••• O••••••••• F•••• L•no longer reported | Hedge Fund | $0 | 0 | Sep 3, 2021 |
Owners and control persons
Schedule A and B, latest filing
- F•••••••• A••••• G•••• L•••• · Limited Partner, Chief Compliance Officercontrolsince 06/2013 · owns 75% or more
- F•••••••• A••••• G•••• L•••• · Managing Membercontrolsince 06/2013 · owns 75% or more of B••• A••••••• G•• L••
Entity owners
- B••• A••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- B••• E••••• C••• L•pooled vehicle sponsorn
- B••• E••••• P••••••• I•• L•pooled vehicle sponsorn
- B••• E••••• P••••••• I••• L•pooled vehicle sponsorn
- B••• E••••• P•••••••• L•pooled vehicle sponsorn
- B••• E••••• S•• I• L•pooled vehicle sponsory
- B••• R•••••••investment advisern
Offices
Schedule D 1.F, the 25 largest
- Woodland Park, CO1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Assets in custody · $272M to $251MMay 27, 2025 to Mar 30, 2026
- Discretionary RAUM · $272M to $251MMay 27, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $272M to $251MMay 27, 2025 to Mar 30, 2026
- RAUM · $272M to $251MMay 27, 2025 to Mar 30, 2026
- Assets in custody · $271M to $272MMar 28, 2025 to May 27, 2025
- Financial planning clients · unset to Mar 28, 2025 to May 27, 2025
- Discretionary RAUM · $271M to $272MMar 28, 2025 to May 27, 2025
- Pooled vehicle RAUM · $271M to $272MMar 28, 2025 to May 27, 2025
- RAUM · $271M to $272MMar 28, 2025 to May 27, 2025
- Accounts · 25 to 24Mar 25, 2024 to Mar 28, 2025
- Advisory employees · 1 to 6Mar 25, 2024 to Mar 28, 2025
- Pooled vehicle clients · 25 to 24Mar 25, 2024 to Mar 28, 2025
- Assets in custody · $278M to $271MMar 25, 2024 to Mar 28, 2025
- Employees · 2 to 8Mar 25, 2024 to Mar 28, 2025
- Private funds · 25 to 24Mar 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $278M to $271MMar 25, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $278M to $271MMar 25, 2024 to Mar 28, 2025
- RAUM · $278M to $271MMar 25, 2024 to Mar 28, 2025
- Accounts · 28 to 25Mar 30, 2023 to Mar 25, 2024
- Pooled vehicle clients · 28 to 25Mar 30, 2023 to Mar 25, 2024
- Assets in custody · $317M to $278MMar 30, 2023 to Mar 25, 2024
- Private funds · 28 to 25Mar 30, 2023 to Mar 25, 2024
- Discretionary RAUM · $317M to $278MMar 30, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $317M to $278MMar 30, 2023 to Mar 25, 2024
- RAUM · $317M to $278MMar 30, 2023 to Mar 25, 2024
- Accounts · 27 to 28Mar 29, 2022 to Mar 30, 2023
- Pooled vehicle clients · 27 to 28Mar 29, 2022 to Mar 30, 2023
- Assets in custody · $288M to $317MMar 29, 2022 to Mar 30, 2023
- Private funds · 27 to 28Mar 29, 2022 to Mar 30, 2023
- Discretionary RAUM · $288M to $317MMar 29, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $288M to $317MMar 29, 2022 to Mar 30, 2023
- RAUM · $288M to $317MMar 29, 2022 to Mar 30, 2023
- Accounts · 24 to 27Sep 3, 2021 to Mar 29, 2022
- Pooled vehicle clients · 24 to 27Sep 3, 2021 to Mar 29, 2022
- Assets in custody · $252M to $288MSep 3, 2021 to Mar 29, 2022
- Private funds · 24 to 27Sep 3, 2021 to Mar 29, 2022
- Discretionary RAUM · $252M to $288MSep 3, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $252M to $288MSep 3, 2021 to Mar 29, 2022
- RAUM · $252M to $288MSep 3, 2021 to Mar 29, 2022
- Accounts · 23 to 24Mar 31, 2021 to Sep 3, 2021
Signals
1 dated events
- B••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Sep 26, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••• C•••••• M••••••••• L• · Private Equityshared crd · organization
- B••• C•••••• M••••••••• 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
- 817-984-9197reportedpublic 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
- $251Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026