DFX Intelligence

RIA Intelligence

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SEC-registered adviser

B••••••• C•••• A••••••• L•

Asset manager (funds and pooled vehicles)CRD 300768SEC 801-115208website IAPD

Latest filing Mar 27, 2026

First filing on the tape Apr 2, 2019 · 16 filings

SEC status approved since May 3, 2019

RAUM

$49.8M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

16 filings and snapshots on the tape

RAUM$49.8M as of Mar 27, 2026

Mar 30, 2020$483M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 27, 2026

Mar 30, 20200 then

Employees (5.A)4 as of Mar 27, 2026

Mar 30, 20206 then

Private funds2 as of Mar 27, 2026

Mar 30, 20201 then

RAUM -97% over the last fiscal year-77% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 27, 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: $8.3MderivedRAUM 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: -97%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: $49.8M, 6 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)
receives research or other products from a broker-dealer, soft dollars (8.E)
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$49.8M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 6reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $49.8M for 6 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=true 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

Every departure Every arrival

Private funds

2 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
B••••••• C•••• M••••• F••• L•	Hedge Fund	$3.7B	82	Apr 2, 2019
B••••••• C•••• D••••••••• M••••• F••• L•	Hedge Fund	$102M	20	Aug 26, 2022

Owners and control persons

Schedule A and B, latest filing

C••••• I••• S••• · Chief Financial Officer, Limited Partnercontrol
since 01/2019 · owns 5% to 10%
G•••••••• P••••• D•••••• · Chief Investment Officer, Chief Executive Officer, Limited Partnercontrol
since 01/2019 · owns 25% to 50%
O•••••• D••••• M••••• · Chief Compliance Officer & General Counsel, Limited Partnercontrol
since 04/2020 · owns less than 5%
S•••• J••••• · Chief Operating Officer, Limited Partnercontrol
since 01/2020 · owns 5% to 10%
C•••••• V•••••• · Limited Partnercontrol
since 01/2019 · owns 25% to 50% of B• U• I••••••••• L•
G•••••••• C•••••• · Trusteecontrol
since 12/2020 · owns F of T•• 2••• G••••••• G•• T••••
G•••••••• P••••• D•••••• · Managing Membercontrol
since 01/2019 · owns 75% or more of B••••••• C•••• P••••••• L••
L•••••• A•••• · Limited Partnercontrol
since 01/2019 · owns 25% to 50% of B• U• I••••••••• L•

Entity owners

B• U• I••••••••• L• · Limited Partner
direct · owns 25% to 50%
B••••••• C•••• P••••••• L•• · General Partner
direct · owns less than 5%
B••••••• C•••• P••••••• L•• · General Partner
indirect · owns F of B• U• I••••••••• L•
T•• 2••• G••••••• G•• T•••• · Member
indirect · owns 25% to 50% of B••••••• C•••• P••••••• L••

Related persons

Schedule D 7.A

B••••••• C•••• D••••••••• G• L••
bankpooled vehicle sponsorn
B••••••• C•••• P••••••• L••
bankpooled vehicle sponsory

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

2 against comparable advisers; where to look, not conclusions

employee count dropChange between filings · filing Mar 27, 2026
employees (Item 5.A) moved from 11.0 to 4.0 (-64.0%) between the annual amendments of 2025-03-28 and 2026-03-27; the peer median change was -4.0% (51 comparable advisers, 2.0th percentile of changes)
peers: asset managers, under $100M (51) · 2.0% percentile
RAUM down 50 %Change between filings · filing Mar 27, 2026
RAUM (Item 5.F) moved from $1,756,845,089 to $49,799,299 (-97.0%) between the annual amendments of 2025-03-28 and 2026-03-27; the peer median change was -12.0% (97 comparable advisers, 3.0th percentile of changes)
peers: asset managers, under $100M (97) · 3.1% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 7 to 6
Jan 29, 2026 to Mar 27, 2026
Advisory activities · 2 to 1
Jan 29, 2026 to Mar 27, 2026
Assets in custody · $285M to $49.8M
Jan 29, 2026 to Mar 27, 2026
Discretionary RAUM · $285M to $49.8M
Jan 29, 2026 to Mar 27, 2026
Non-discretionary RAUM · $11.1M to $0
Jan 29, 2026 to Mar 27, 2026
Pooled vehicle RAUM · $285M to $49.8M
Jan 29, 2026 to Mar 27, 2026
RAUM · $296M to $49.8M
Jan 29, 2026 to Mar 27, 2026
HQ city · NEW YORK to
Sep 5, 2025 to Jan 29, 2026
HQ state · NY to
Sep 5, 2025 to Jan 29, 2026
Advisory employees · 7 to 2
Mar 28, 2025 to Sep 5, 2025
Assets in custody · $1.7B to $285M
Mar 28, 2025 to Sep 5, 2025
Employees · 11 to 4
Mar 28, 2025 to Sep 5, 2025
Discretionary RAUM · $1.7B to $285M
Mar 28, 2025 to Sep 5, 2025
Non-discretionary RAUM · $11.9M to $11.1M
Mar 28, 2025 to Sep 5, 2025
Pooled vehicle RAUM · $1.7B to $285M
Mar 28, 2025 to Sep 5, 2025
RAUM · $1.8B to $296M
Mar 28, 2025 to Sep 5, 2025
Advisory employees · 11 to 7
Mar 29, 2024 to Mar 28, 2025
Assets in custody · $3.8B to $1.7B
Mar 29, 2024 to Mar 28, 2025
Employees · 17 to 11
Mar 29, 2024 to Mar 28, 2025
Financial planning clients · unset to
Mar 29, 2024 to Mar 28, 2025
Discretionary RAUM · $3.8B to $1.7B
Mar 29, 2024 to Mar 28, 2025
Non-discretionary RAUM · $50.2M to $11.9M
Mar 29, 2024 to Mar 28, 2025
Pooled vehicle RAUM · $3.8B to $1.7B
Mar 29, 2024 to Mar 28, 2025
RAUM · $3.9B to $1.8B
Mar 29, 2024 to Mar 28, 2025
Assets in custody · $4.2B to $3.8B
Nov 10, 2023 to Mar 29, 2024
Employees · 16 to 17
Nov 10, 2023 to Mar 29, 2024
Discretionary RAUM · $4.2B to $3.8B
Nov 10, 2023 to Mar 29, 2024
Non-discretionary RAUM · $81.7M to $50.2M
Nov 10, 2023 to Mar 29, 2024
Pooled vehicle RAUM · $4.2B to $3.8B
Nov 10, 2023 to Mar 29, 2024
RAUM · $4.2B to $3.9B
Nov 10, 2023 to Mar 29, 2024
Accounts · 4 to 7
Aug 26, 2022 to Apr 3, 2023
Pooled vehicle clients · 3 to 6
Aug 26, 2022 to Apr 3, 2023
Assets in custody · $3.8B to $4.2B
Aug 26, 2022 to Apr 3, 2023
Discretionary RAUM · $3.8B to $4.2B
Aug 26, 2022 to Apr 3, 2023
Non-discretionary RAUM · $91.7M to $81.7M
Aug 26, 2022 to Apr 3, 2023
Pooled vehicle RAUM · $3.8B to $4.2B
Aug 26, 2022 to Apr 3, 2023
RAUM · $3.9B to $4.2B
Aug 26, 2022 to Apr 3, 2023
Private funds · 1 to 2
Mar 30, 2022 to Aug 26, 2022
Advisory employees · 9 to 11
Mar 26, 2021 to Mar 30, 2022
Assets in custody · $1.8B to $3.8B
Mar 26, 2021 to Mar 30, 2022

Signals

12 dated events

B••••••• C•••• A••••••• L• reported RAUM $49.8M, down 83% from $296.3M (2026-01-29 to 2026-03-27)
Mar 27, 2026 · RAUM change · derived
B••••••• C•••• A••••••• L• reported RAUM $296.3M, down 83% from $1.8B (2025-03-28 to 2025-09-05)
Sep 5, 2025 · RAUM change · derived
B••••••• C•••• A••••••• L• reported RAUM $1.8B, down 55% from $3.9B (2024-03-29 to 2025-03-28)
Mar 28, 2025 · RAUM change · derived
C•••••• G••••••• (Trustee) appeared on Schedule A of B••••••• C•••• A••••••• L•
Mar 29, 2024 · Control person joined · fact
B••••••• C•••• A••••••• L• reported RAUM $3.9B, up 115% from $1.8B (2021-03-26 to 2022-03-30)
Mar 30, 2022 · RAUM change · derived
B••••••• C•••• A••••••• L• reported RAUM $1.8B, up 272% from $483.2M (2020-10-31 to 2021-03-26)
Mar 26, 2021 · RAUM change · derived
Morris David O'Mara (Chief Compliance Officer & General Counsel) appeared on Schedule A of B••••••• C•••• A••••••• L•
Apr 21, 2020 · Control person joined · fact
Justin Shih (Chief Operating Officer) appeared on Schedule A of B••••••• C•••• A••••••• L•
Mar 30, 2020 · Control person joined · fact
B••••••• C•••• A••••••• L• reported RAUM $483.2M, up 207% from $157.6M (2019-08-19 to 2020-03-30)
Mar 30, 2020 · RAUM change · derived
Areti Loizou (Limited Partner) appeared on Schedule A of B••••••• C•••• A••••••• L•
Aug 19, 2019 · Control person joined · fact
V•••••• C••••• (Limited Partner) appeared on Schedule A of B••••••• C•••• A••••••• L•
Aug 19, 2019 · Control person joined · fact
B••••••• C•••• A••••••• L• filed its initial SEC registration (Form ADV)
Apr 2, 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

Firm profile: linkedin.com/company/boundary-creek-advisors/aboutreportedpublic record, Form ADV, Sep 21, 2026
Website: b•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 212-503-6251reportedpublic record, Form ADV, Mar 27, 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