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•• G•• L••
Latest filing Jun 30, 2026
First filing on the tape Jun 30, 2023 · 7 filings
SEC status approved since Jul 31, 2023
RAUM
$1.1B
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
20
17 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
17
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$1.1B as of Jun 30, 2026
Mar 29, 2024$767M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Mar 29, 20240 then
Employees (5.A)20 as of Jun 30, 2026
Mar 29, 202419 then
Private funds17 as of Jun 30, 2026
Mar 29, 202416 then
RAUM -12% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 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
- $62.1MderivedRAUM 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
- -12%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
- Custody
- yesreportedItem 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)
- 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$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• I••• L••• | Private Equity Fund | $186M | 40 | Mar 29, 2024 |
| B•••••••• C•••••••• L• | Private Equity Fund | $144M | 5 | Mar 31, 2023 |
| B••• I•• L••• | Private Equity Fund | $120M | 4 | Mar 23, 2023 |
| B•••••••• •••• C•••••••• L• | Private Equity Fund | $87.9M | 2 | Mar 31, 2023 |
| B••• S••• I••••••••• P•••••••• L••• | Private Equity Fund | $66.4M | 3 | Mar 23, 2023 |
| B•••••• •••• C•••••••• L• | Private Equity Fund | $62.1M | 2 | Mar 29, 2024 |
| W•• C•••••• I•• L•• | Private Equity Fund | $54.1M | 14 | Mar 31, 2023 |
| B••••••••• C•••••••• L• | Private Equity Fund | $43.9M | 11 | Mar 31, 2023 |
| B•••••••• C•••••••• L• | Private Equity Fund | $36.9M | 8 | Mar 29, 2024 |
| W•• C••••••• L•• | Private Equity Fund | $26.0M | 13 | Mar 31, 2023 |
| R•• C••••••• L•• | Private Equity Fund | $13.5M | 7 | Mar 31, 2023 |
| B••• I• C• C•••••••• L•• | Private Equity Fund | $8.1M | 8 | Mar 31, 2023 |
| B•••••• ••• C•••••••• L• | Private Equity Fund | $6.2M | 3 | Mar 29, 2024 |
| B••• C•••••••• L•• | Private Equity Fund | $1.9M | 4 | Mar 31, 2023 |
| B••• I• E• C•••••••• L•• | Private Equity Fund | $1.8M | 5 | Mar 31, 2023 |
| R•• C•••••• 2• L•• | Private Equity Fund | $1.5M | 3 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- W•••••••• D•••••• M••• · Ceocontrolsince 09/2020 · owns less than 5%
- W•••••••• R•••••• S•••• · Managing Member/Presidentcontrolsince 05/2018 · owns less than 5%
- W•••••••• R•••••• S•••• · Sole Membercontrolsince 05/2018 · owns 75% or more of C•••••• I••• I•••
- G••••• L•••••• N••••• · Chief Compliance Officer & Controllersince 06/2023 · owns less than 5%
Entity owners
- C•••••• I••• I••• · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- B••• S••• I••••••••• P••••••• G•• L••pooled vehicle sponsorn
- B••• I• G•• L••pooled vehicle sponsorn
- B••• I•• G•• L••pooled vehicle sponsorn
- B•••••••• C•••••••• G• L••pooled vehicle sponsorn
- B•••••• •••• C•••••••• G• L••pooled vehicle sponsorn
- B•••••• ••• C•••••••• G• L••pooled vehicle sponsorn
- B••••••••• C•••••••• G• L••pooled vehicle sponsorn
- B•••••••• •••• C•••••••• G• L••pooled vehicle sponsorn
- B•••••••• C•••••••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 18 to 17May 23, 2025 to Mar 31, 2026
- Advisory employees · 20 to 17May 23, 2025 to Mar 31, 2026
- Pooled vehicle clients · 18 to 17May 23, 2025 to Mar 31, 2026
- Employees · 23 to 20May 23, 2025 to Mar 31, 2026
- Private funds · 18 to 17May 23, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.2B to $1.1BMay 23, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $1.1BMay 23, 2025 to Mar 31, 2026
- RAUM · $1.2B to $1.1BMay 23, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 23, 2025
- Accounts · 16 to 18Apr 30, 2024 to Mar 31, 2025
- Advisory employees · 15 to 20Apr 30, 2024 to Mar 31, 2025
- Pooled vehicle clients · 16 to 18Apr 30, 2024 to Mar 31, 2025
- Employees · 19 to 23Apr 30, 2024 to Mar 31, 2025
- Private funds · 16 to 18Apr 30, 2024 to Mar 31, 2025
- Discretionary RAUM · $767M to $1.2BApr 30, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $767M to $1.2BApr 30, 2024 to Mar 31, 2025
- RAUM · $767M to $1.2BApr 30, 2024 to Mar 31, 2025
- Accounts · 12 to 16Jun 30, 2023 to Mar 29, 2024
- Advisory employees · 14 to 15Jun 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 12 to 16Jun 30, 2023 to Mar 29, 2024
- Employees · 17 to 19Jun 30, 2023 to Mar 29, 2024
- Private funds · 24 to 16Jun 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $337M to $767MJun 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $337M to $767MJun 30, 2023 to Mar 29, 2024
- RAUM · $337M to $767MJun 30, 2023 to Mar 29, 2024
Signals
3 dated events
- B••• S•• G•• L•• reported RAUM $1.2B, up 56% from $767.4M (2024-04-30 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- B••• S•• G•• L•• reported RAUM $767.4M, up 128% from $337.3M (2023-06-30 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- B••• S•• G•• L•• filed its initial SEC registration (Form ADV)Jun 30, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••• S•• G•• L•• · Independent Sponsorsshared crd · capital_provider
- B••• S•• G•• L•• · Private Equityshared crd · organization
- B••• S•• G•• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blue-star-innovation-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- bsipgp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 469-421-8060reportedpublic record, Form ADV, Jun 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