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B•• A•••••••

Asset manager (funds and pooled vehicles)SEC-registered· Miami, Floridawebsite

Asset manager (funds and pooled vehicles), based in Miami, Florida, reporting $286M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

Regulatory AUM
$286M
Form ADV
Advisors
0
IAPD
RAUM change, last fiscal year
+4.5%
Form ADV, consecutive annual filings
Private clients
0.0% of RAUM
Form ADV
AdvisorsAdvisor movementWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. Last change: 25 Mar 2026, RAUM $274M to $286M (+4.5%) on the Form ADV filed 25 Mar 2026.

Every filed figure, and the identifiersCRD 301667 · SEC 801-117451 · 14 filingsShow
CRD 301667SEC 801-117451Legal name B•• A••••••• L••First filing on the tape Sep 6, 2019, latest Mar 25, 2026SEC status approved since Oct 4, 2019IAPD
RAUM
$286M
reported, Item 5.F
Discretionary
71%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
Not computed
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$286M as of Mar 25, 2026
Apr 28, 2020$250M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Apr 28, 20200 then
Employees (5.A)4 as of Mar 25, 2026
Apr 28, 20202 then
Private funds: no history
RAUM +4.5% over the last fiscal year-10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
The rule behind each archetype, and every derived figureShow
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
$26.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
71%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
+4.5%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
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$286M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
11reported
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=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      0 on IAPD today; the 10 longest tenured
      No representative is registered through this CRD on IAPD.
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • M••••••••• F•••••••• J••••• · Managing Directorcontrol
        since 05/2015 · owns 50% to 75%
      • S••••••••• F••••••••• H••••• · Principal/Chief Compliance Officercontrol
        since 05/2015 · owns 50% to 75%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 10 to 11
        Mar 26, 2025 to Mar 25, 2026
      • Pooled vehicle clients · 10 to 11
        Mar 26, 2025 to Mar 25, 2026
      • Discretionary RAUM · $174M to $203M
        Mar 26, 2025 to Mar 25, 2026
      • Non-discretionary RAUM · $100M to $83.3M
        Mar 26, 2025 to Mar 25, 2026
      • Pooled vehicle RAUM · $274M to $286M
        Mar 26, 2025 to Mar 25, 2026
      Full history · 51 changes
      • RAUM · $274M to $286M
        Mar 26, 2025 to Mar 25, 2026
      • Accounts · 8 to 10
        Mar 28, 2024 to Mar 26, 2025
      • Advisory employees · 2 to 3
        Mar 28, 2024 to Mar 26, 2025
      • Pooled vehicle clients · 8 to 10
        Mar 28, 2024 to Mar 26, 2025
      • Employees · 2 to 4
        Mar 28, 2024 to Mar 26, 2025
      • Financial planning clients · unset to
        Mar 28, 2024 to Mar 26, 2025
      • Discretionary RAUM · $121M to $174M
        Mar 28, 2024 to Mar 26, 2025
      • Non-discretionary RAUM · $203M to $100M
        Mar 28, 2024 to Mar 26, 2025
      • Pooled vehicle RAUM · $324M to $274M
        Mar 28, 2024 to Mar 26, 2025
      • RAUM · $324M to $274M
        Mar 28, 2024 to Mar 26, 2025
      • Accounts · 6 to 8
        Jul 7, 2023 to Mar 28, 2024
      • Pooled vehicle clients · 6 to 8
        Jul 7, 2023 to Mar 28, 2024
      • Discretionary RAUM · $113M to $121M
        Jul 7, 2023 to Mar 28, 2024
      • Non-discretionary RAUM · $283M to $203M
        Jul 7, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $396M to $324M
        Jul 7, 2023 to Mar 28, 2024
      • RAUM · $396M to $324M
        Jul 7, 2023 to Mar 28, 2024
      • Accounts · 5 to 6
        Nov 3, 2022 to Mar 31, 2023
      • Pooled vehicle clients · 5 to 6
        Nov 3, 2022 to Mar 31, 2023
      • Assets in custody · 342744764.0 to unset
        Nov 3, 2022 to Mar 31, 2023
      • Custody of client assets · true to false
        Nov 3, 2022 to Mar 31, 2023
      • Discretionary RAUM · $0 to $113M
        Nov 3, 2022 to Mar 31, 2023
      • Non-discretionary RAUM · $570M to $283M
        Nov 3, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $570M to $396M
        Nov 3, 2022 to Mar 31, 2023
      • RAUM · $570M to $396M
        Nov 3, 2022 to Mar 31, 2023
      • Advisory activities · 3 to 1
        Jul 26, 2022 to Nov 3, 2022
      • Organization form · Limited Liability Partnership to Limited Liability Company
        Jul 26, 2022 to Nov 3, 2022
      • Non-discretionary RAUM · $343M to $570M
        Mar 31, 2021 to Mar 29, 2022
      • Pooled vehicle RAUM · $343M to $570M
        Mar 31, 2021 to Mar 29, 2022
      • RAUM · $343M to $570M
        Mar 31, 2021 to Mar 29, 2022
      • Accounts · 2 to 5
        Aug 26, 2020 to Mar 31, 2021
      • Pooled vehicle clients · 2 to 5
        Aug 26, 2020 to Mar 31, 2021
      • Commission compensation · true to false
        Aug 26, 2020 to Mar 31, 2021
      • Assets in custody · $250M to $343M
        Aug 26, 2020 to Mar 31, 2021
      • Non-discretionary RAUM · $250M to $343M
        Aug 26, 2020 to Mar 31, 2021
      • Pooled vehicle RAUM · $250M to $343M
        Aug 26, 2020 to Mar 31, 2021
      • RAUM · $250M to $343M
        Aug 26, 2020 to Mar 31, 2021
      • Assets in custody · unset to 250000000.0
        Jun 6, 2020 to Aug 26, 2020
      • Custody of client assets · false to true
        Jun 6, 2020 to Aug 26, 2020
      • Discretionary RAUM · $125M to $0
        Jan 31, 2020 to Apr 28, 2020
      • Non-discretionary RAUM · $125M to $250M
        Jan 31, 2020 to Apr 28, 2020
      • Accounts · 0 to 2
        Sep 6, 2019 to Jan 31, 2020
      • Pooled vehicle clients · 0 to 2
        Sep 6, 2019 to Jan 31, 2020
      • Discretionary RAUM · $0 to $125M
        Sep 6, 2019 to Jan 31, 2020
      • Non-discretionary RAUM · $0 to $125M
        Sep 6, 2019 to Jan 31, 2020
      • Pooled vehicle RAUM · unset to 250000000.0
        Sep 6, 2019 to Jan 31, 2020
      • RAUM · $0 to $250M
        Sep 6, 2019 to Jan 31, 2020
      Signals
      3 dated events
      • ••• Locked
        Mar 31, 2023 · RAUM change · derived
      • ••• Locked
        Mar 29, 2022 · RAUM change · derived
      • ••• Locked
        Sep 6, 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
      ••• Lockedreportedpublic record, Form ADV, Mar 25, 2026
      Principal office phone
      ••• Lockedreportedpublic 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
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026

      Not yet on record: net advisor flow, 12 months.