DFX Intelligence
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SEC-registered adviser
B••••••• C•••••• P••••••• L•
Latest filing Mar 19, 2026
First filing on the tape Feb 14, 2019 · 12 filings
SEC status approved since Mar 18, 2019
RAUM
$533M
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
9
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$533M as of Mar 19, 2026
Mar 27, 2020$500M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 19, 2026
Mar 27, 20200 then
Employees (5.A)9 as of Mar 19, 2026
Mar 27, 20205 then
Private funds1 as of Mar 19, 2026
Mar 27, 20201 then
RAUM -9.0% over the last fiscal year-7.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 19, 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
- $178MderivedRAUM 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
- -9.0%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-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $533M, 3 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$533M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $533M for 3 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••• M••••• L• | Hedge Fund | $704M | 64 | Jul 15, 2019 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• A•••••• N••••• · Limited Partner, Principalcontrolsince 09/2018 · owns 75% or more
- S••••• B••••• C••••••• · Chief Operating Officer, Chief Financial Officer, Chief Compliance Officercontrolsince 09/2018 · owns 10% to 25%
- A••••••• A•••••• N••••• · Managing Membercontrolsince 09/2018 · owns 75% or more of B••••••• C•••••• P••••••• G• L••
Entity owners
- B••••••• C•••••• P••••••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- B••••••• C•••••• F••• G• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $586M to $533MJun 10, 2025 to Mar 19, 2026
- Discretionary RAUM · $586M to $533MJun 10, 2025 to Mar 19, 2026
- Pooled vehicle RAUM · $586M to $533MJun 10, 2025 to Mar 19, 2026
- RAUM · $586M to $533MJun 10, 2025 to Mar 19, 2026
- Financial planning clients · unset to Mar 18, 2025 to Jun 10, 2025
- Advisory employees · 6 to 5Mar 19, 2024 to Mar 18, 2025
- Assets in custody · $704M to $586MMar 19, 2024 to Mar 18, 2025
- Discretionary RAUM · $704M to $586MMar 19, 2024 to Mar 18, 2025
- Pooled vehicle RAUM · $704M to $586MMar 19, 2024 to Mar 18, 2025
- RAUM · $704M to $586MMar 19, 2024 to Mar 18, 2025
- Advisory employees · 5 to 6Mar 23, 2023 to Mar 19, 2024
- Assets in custody · $667M to $704MMar 23, 2023 to Mar 19, 2024
- Employees · 8 to 9Mar 23, 2023 to Mar 19, 2024
- Discretionary RAUM · $667M to $704MMar 23, 2023 to Mar 19, 2024
- Pooled vehicle RAUM · $667M to $704MMar 23, 2023 to Mar 19, 2024
- RAUM · $667M to $704MMar 23, 2023 to Mar 19, 2024
- Advisory employees · 4 to 5Mar 28, 2022 to Mar 23, 2023
- Assets in custody · $822M to $667MMar 28, 2022 to Mar 23, 2023
- Employees · 7 to 8Mar 28, 2022 to Mar 23, 2023
- Discretionary RAUM · $822M to $667MMar 28, 2022 to Mar 23, 2023
- Pooled vehicle RAUM · $822M to $667MMar 28, 2022 to Mar 23, 2023
- RAUM · $822M to $667MMar 28, 2022 to Mar 23, 2023
- Assets in custody · $747M to $822MAug 26, 2021 to Mar 28, 2022
- Discretionary RAUM · $747M to $822MAug 26, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $747M to $822MAug 26, 2021 to Mar 28, 2022
- RAUM · $747M to $822MAug 26, 2021 to Mar 28, 2022
- Assets in custody · $500M to $747MMar 27, 2020 to Mar 25, 2021
- Employees · 5 to 7Mar 27, 2020 to Mar 25, 2021
- Discretionary RAUM · $500M to $747MMar 27, 2020 to Mar 25, 2021
- Pooled vehicle RAUM · $500M to $747MMar 27, 2020 to Mar 25, 2021
- RAUM · $500M to $747MMar 27, 2020 to Mar 25, 2021
- Assets in custody · $143M to $500MSep 30, 2019 to Mar 27, 2020
- Discretionary RAUM · $143M to $500MSep 30, 2019 to Mar 27, 2020
- Pooled vehicle RAUM · $143M to $500MSep 30, 2019 to Mar 27, 2020
- RAUM · $143M to $500MSep 30, 2019 to Mar 27, 2020
- Accounts · unset to 3.0Feb 14, 2019 to Jul 15, 2019
- Advisory employees · 3 to 4Feb 14, 2019 to Jul 15, 2019
- Pooled vehicle clients · unset to 3.0Feb 14, 2019 to Jul 15, 2019
- Assets in custody · unset to 143477723.0Feb 14, 2019 to Jul 15, 2019
- Custody of client assets · false to trueFeb 14, 2019 to Jul 15, 2019
Signals
3 dated events
- B••••••• C•••••• P••••••• L• reported RAUM $746.8M, up 49% from $499.6M (2020-03-27 to 2021-03-25)Mar 25, 2021 · RAUM change · derived
- B••••••• C•••••• P••••••• L• reported RAUM $499.6M, up 248% from $143.5M (2019-09-30 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- B••••••• C•••••• P••••••• L• filed its initial SEC registration (Form ADV)Feb 14, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- B•••••••CP.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 212-866-3059reportedpublic record, Form ADV, Mar 19, 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