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••••• W•• L••
Latest filing May 21, 2026
First filing on the tape Mar 31, 2023 · 11 filings
SEC status approved since May 2, 2023
RAUM
$107M
reported, Item 5.F
Discretionary
68%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$107M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
16
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$107M as of May 21, 2026
Mar 22, 2024$157M then
HNW client RAUM$71.8M as of Mar 31, 2025
Mar 22, 2024$2.5M then
State-registered IARs (5.B.3)1 as of May 21, 2026
Mar 22, 20241 then
Employees (5.A)2 as of May 21, 2026
Mar 22, 20241 then
Private funds16 as of May 21, 2026
Mar 22, 202415 then
RAUM +5.6% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of May 21, 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
- $107MderivedRAUM 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
- $26.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 68%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.6%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 individuals, 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$72.5M68%
- Corporations and businesses$34.8M32%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- 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=0.68 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••• M•••••• G•••••• | Bal Harbour, Fl | Jun 21, 2023 | 16 y | 0 |
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
15 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B• A••••• D• L•• S••••• 6• | Private Equity Fund | $13.4M | 44 | Mar 31, 2023 |
| B• A••••• C••••• L• • S••••• 1• | Private Equity Fund | $10.2M | 19 | Mar 31, 2023 |
| B• A••••• D• L•• S••••• 2• | Private Equity Fund | $9.6M | 28 | Mar 31, 2023 |
| B• A••••• D• L•• S••••• 3• | Private Equity Fund | $8.3M | 25 | Mar 31, 2023 |
| B• A••••• C••••• L• • S••••• 4• | Private Equity Fund | $5.7M | 10 | Mar 31, 2023 |
| B• A••••• C••••• L• • S••••• 5• | Private Equity Fund | $2.9M | 4 | Mar 31, 2023 |
| B• A••••• C••••• L• • S••••• 2• | Private Equity Fund | $2.6M | 1 | Mar 31, 2023 |
| B• A••••• C••••• L• • S••••• 6• | Private Equity Fund | $2.5M | 3 | Mar 22, 2024 |
| B• A••••• C••••• L• • S••••• 8• | Private Equity Fund | $1.9M | 0 | Mar 22, 2024 |
| B• A••••• D• L•• S••••• 1• | Private Equity Fund | $1.8M | 13 | Mar 31, 2023 |
| B• A••••• D• L•• S••••• 5• | Private Equity Fund | $1.8M | 14 | Mar 31, 2023 |
| B• A••••• D• L•• S••••• 7• | Private Equity Fund | $650,000 | 3 | Mar 22, 2024 |
| B• A••••• D• L•• S••••• 4• | Private Equity Fund | $650,000 | 4 | Mar 31, 2023 |
| B• A••••• C••••• L• • S••••• 3• | Private Equity Fund | $550,000 | 2 | Mar 31, 2023 |
| B• A••••• C••••• L• • S••••• 7• | Private Equity Fund | $0 | 0 | Mar 22, 2024 |
Owners and control persons
Schedule A and B, latest filing
- G••••••• A•••• M•••••• · Managing Member And Chief Compliance Officercontrolsince 11/2018 · owns 75% or more
Related persons
Schedule D 7.A
- B• A••••• G• L••pooled vehicle sponsorn
- G•• A••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing May 21, 2026private funds per $1B of RAUM of 149.2 against a peer median of 20.7 (710 comparable advisers, 98.0th percentile, 9.8 robust deviations)peers: asset managers, $100M to $500M (710) · 98% percentile
- client mix shiftChange between filings · filing Mar 30, 2026private-client share of RAUM moved from 71.0% to 0.0% between the annual amendments of 2025-03-31 and 2026-03-30peers: asset managers, $100M to $500M (1,568)
What changed
consecutive filings, newest first
- Accounts · 3 to 4Aug 26, 2025 to Mar 30, 2026
- Advisory employees · 1 to 2Aug 26, 2025 to Mar 30, 2026
- Corporate clients · unset to 2.0Aug 26, 2025 to Mar 30, 2026
- Pooled vehicle clients · 3 to 2Aug 26, 2025 to Mar 30, 2026
- Employees · 1 to 2Aug 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $71.8M to $72.5MAug 26, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $29.8M to $34.8MAug 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $71.8M to $72.5MAug 26, 2025 to Mar 30, 2026
- RAUM · $102M to $107MAug 26, 2025 to Mar 30, 2026
- HNW RAUM · 71800000.0 to unsetMar 31, 2025 to Aug 26, 2025
- Pooled vehicle RAUM · unset to 71800000.0Mar 31, 2025 to Aug 26, 2025
- Accounts · 5 to 3Mar 22, 2024 to Mar 31, 2025
- BD registered reps · 0 to 1Mar 22, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 22, 2024 to Mar 31, 2025
- Private funds · 15 to 16Mar 22, 2024 to Mar 31, 2025
- Discretionary RAUM · $130M to $71.8MMar 22, 2024 to Mar 31, 2025
- HNW RAUM · $2.5M to $71.8MMar 22, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $27.5M to $29.8MMar 22, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · 129835000.0 to unsetMar 22, 2024 to Mar 31, 2025
- RAUM · $157M to $102MMar 22, 2024 to Mar 31, 2025
- Accounts · 6 to 5Aug 15, 2023 to Mar 22, 2024
- Other offices · 1 to 0Aug 15, 2023 to Mar 22, 2024
- Private funds · 11 to 15Aug 15, 2023 to Mar 22, 2024
- Discretionary RAUM · $122M to $130MAug 15, 2023 to Mar 22, 2024
- Non-discretionary RAUM · $17.5M to $27.5MAug 15, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $122M to $130MAug 15, 2023 to Mar 22, 2024
- RAUM · $140M to $157MAug 15, 2023 to Mar 22, 2024
Signals
1 dated events
- B••••• W•• L•• filed its initial SEC registration (Form ADV)Mar 31, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••• W•• L•• · Independent Sponsorsshared crd · capital_provider
- B••••• W•• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- b•••••••••.netreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-388-0139reportedpublic record, Form ADV, May 21, 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
- $107Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026