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••••••••• S•••••••• L••
Latest filing Mar 25, 2026
First filing on the tape Jun 29, 2020 · 8 filings
SEC status approved since Jul 29, 2020
RAUM
$345M
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
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
17
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$345M as of Mar 25, 2026
Mar 31, 2021$149M then
HNW client RAUM$0 as of Mar 25, 2026
Mar 31, 2021$0 then
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 31, 20210 then
Employees (5.A)6 as of Mar 25, 2026
Mar 31, 20216 then
Private funds17 as of Mar 25, 2026
Mar 31, 20217 then
RAUM +2.2% over the last fiscal year+0.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 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
- $20.3MderivedRAUM 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
- +2.2%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
- $345M, 17 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
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$345M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $345M for 17 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
23 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•• C•••••• G••••• F••• I••• Q•••• | Private Equity Fund | $68.3M | 58 | Mar 30, 2016 |
| B•• 2••• M•••• I••••••••• I••• L••no longer reported | Venture Capital Fund | $59.6M | 80 | Nov 18, 2021 |
| B•• C•••••• G••••• F••• I••• L• | Private Equity Fund | $55.1M | 69 | Mar 30, 2016 |
| B•• C•••••• 2••• M•••• I••••••••• I•• L•• | Venture Capital Fund | $42.4M | 81 | Nov 18, 2021 |
| B•• C•••••• 2••• M•••• I••••••••• V•• L•• | Venture Capital Fund | $38.8M | 92 | Nov 18, 2021 |
| B•• C•••••• H••••• I• L•• | Venture Capital Fund | $33.1M | 67 | Nov 18, 2021 |
| B•• C•••••• 2••• M•••• I••••••••• V• L•• | Venture Capital Fund | $22.3M | 55 | Nov 18, 2021 |
| B•• C•••••• H••••• I•••• L•• | Venture Capital Fund | $19.8M | 40 | Nov 18, 2021 |
| B•• C•••••• A•••••••• S••••• E• L•• | Venture Capital Fund | $12.0M | 84 | Nov 18, 2021 |
| B•• C•••••• • A•••••••• S••••• D• L•• | Venture Capital Fund | $9.3M | 48 | Nov 18, 2021 |
| B•• O••••••••• F••• I• • Q•• L• | Private Equity Fund | $7.5M | 59 | Mar 1, 2013 |
| B•• O••••••••• F••• I•• L• | Private Equity Fund | $7.1M | 87 | Mar 1, 2013 |
| B•• 2••• S••••• N••• 1• L••no longer reported | Private Equity Fund | $6.9M | 92 | Nov 18, 2021 |
| B•• Q••••••• 4• D••• F••• I• L•• | Private Equity Fund | $5.2M | 76 | Nov 18, 2021 |
| B•• 2••• M•••• I••••••••• I•• L••no longer reported | Venture Capital Fund | $5.1M | 12 | Nov 18, 2021 |
| B•• E•••• S•••• F••• I• L• | Private Equity Fund | $5.1M | 67 | Sep 12, 2013 |
| B•• 2••• M•••• I••••••••• I• L••no longer reported | Venture Capital Fund | $4.3M | 7 | Nov 18, 2021 |
| B•• O••••••••• F•••• L• | Private Equity Fund | $3.8M | 73 | Mar 30, 2012 |
| B•• E•••• S•••• F••• I••• L• | Private Equity Fund | $3.5M | 28 | Sep 12, 2013 |
| B•• A•••••••• I••••••••• L•• | Venture Capital Fund | $1.9M | 4 | Nov 18, 2021 |
| B•• C•••••• W••••••• S••••• A••• L•• | Venture Capital Fund | $223,130 | 27 | Nov 18, 2021 |
| B•• V••••• S••••• A• L•• | Venture Capital Fund | $182,980 | 12 | Nov 18, 2021 |
| B•• C•••••• M••••• S••••• A• L••no longer reported | Venture Capital Fund | $0 | 75 | Nov 18, 2021 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• M•••• A••••• · Managing Partnercontrolsince 01/2015 · owns less than 5%
- F••••••••• M•••• A••••••• · Chief Operating Officercontrolsince 10/2015 · owns less than 5%
- K••••••• T•••• E••• · Cfo And Ccocontrolsince 06/2016 · owns less than 5%
- P••••••• H••••••• S•••• · Managing Partnercontrolsince 01/2015 · owns less than 5%
- B••••••••• M•••• A••••• · Managing Membercontrolsince 10/2015 · owns 75% or more of P•••••••• F•••••••• S•••••••
- P••••••• H••••••• S•••• · Managing Membercontrolsince 03/2013 · owns 75% or more of V•• I••••••••• L••
Entity owners
- P•••••••• F•••••••• S••••••• · Memberdirect · owns 50% to 75%
- V•• I••••••••• L•• · Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- B•• C••••••investment adviserpooled vehicle sponsornRAUM $1.3B
- B•• W•••••• L••investment advisernRAUM $5.3B
Advisers that list B•• C•••••• M••••••••• S•••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 18 to 17Mar 28, 2025 to Mar 25, 2026
- Pooled vehicle clients · 18 to 17Mar 28, 2025 to Mar 25, 2026
- Assets in custody · $338M to $345MMar 28, 2025 to Mar 25, 2026
- Private funds · 18 to 17Mar 28, 2025 to Mar 25, 2026
- Discretionary RAUM · $338M to $345MMar 28, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $338M to $345MMar 28, 2025 to Mar 25, 2026
- RAUM · $338M to $345MMar 28, 2025 to Mar 25, 2026
- Assets in custody · $336M to $338MMar 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $336M to $338MMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $336M to $338MMar 29, 2024 to Mar 28, 2025
- RAUM · $336M to $338MMar 29, 2024 to Mar 28, 2025
- Assets in custody · $344M to $336MMar 29, 2023 to Mar 29, 2024
- Discretionary RAUM · $344M to $336MMar 29, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $344M to $336MMar 29, 2023 to Mar 29, 2024
- RAUM · $344M to $336MMar 29, 2023 to Mar 29, 2024
- Accounts · 23 to 18Mar 30, 2022 to Mar 29, 2023
- Pooled vehicle clients · 23 to 18Mar 30, 2022 to Mar 29, 2023
- Assets in custody · $551M to $344MMar 30, 2022 to Mar 29, 2023
- Private funds · 23 to 18Mar 30, 2022 to Mar 29, 2023
- Discretionary RAUM · $551M to $344MMar 30, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $551M to $344MMar 30, 2022 to Mar 29, 2023
- RAUM · $551M to $344MMar 30, 2022 to Mar 29, 2023
- Assets in custody · $462M to $551MNov 18, 2021 to Mar 30, 2022
- Discretionary RAUM · $462M to $551MNov 18, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $462M to $551MNov 18, 2021 to Mar 30, 2022
- RAUM · $462M to $551MNov 18, 2021 to Mar 30, 2022
- Accounts · 7 to 23Mar 31, 2021 to Nov 18, 2021
- Pooled vehicle clients · 7 to 23Mar 31, 2021 to Nov 18, 2021
- Assets in custody · $149M to $462MMar 31, 2021 to Nov 18, 2021
- Private funds · 7 to 23Mar 31, 2021 to Nov 18, 2021
- Discretionary RAUM · $149M to $462MMar 31, 2021 to Nov 18, 2021
- Pooled vehicle RAUM · $149M to $462MMar 31, 2021 to Nov 18, 2021
- RAUM · $149M to $462MMar 31, 2021 to Nov 18, 2021
- Assets in custody · $187M to $149MJun 29, 2020 to Mar 31, 2021
- Private funds · 14 to 7Jun 29, 2020 to Mar 31, 2021
- Discretionary RAUM · $187M to $149MJun 29, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $187M to $149MJun 29, 2020 to Mar 31, 2021
- RAUM · $187M to $149MJun 29, 2020 to Mar 31, 2021
Signals
3 dated events
- B•• C•••••• M••••••••• S•••••••• L•• reported RAUM $344.4M, down 38% from $551.4M (2022-03-30 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- B•• C•••••• M••••••••• S•••••••• L•• reported RAUM $461.9M, up 209% from $149.4M (2021-03-31 to 2021-11-18)Nov 18, 2021 · RAUM change · derived
- B•• C•••••• M••••••••• S•••••••• L•• filed its initial SEC registration (Form ADV)Jun 29, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•• C•••••• M••••••••• S•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B•• C•••••• M••••••••• S•••••••• L•• · Private Equityshared crd · organization
- B•• C•••••• M••••••••• S•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- b•••••••••.vcreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-410-6476reportedpublic record, Form ADV, Mar 25, 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