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B••••• I•••••••• L••

Asset manager (funds and pooled vehicles)SEC-registeredwebsite

Asset manager (funds and pooled vehicles), reporting $137M of regulatory assets.

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

Regulatory AUM
$137M
Form ADV
Advisors
0
IAPD
RAUM change, last fiscal year
+28%
Form ADV, consecutive annual filings
Private clients
0.0% of RAUM
Form ADV
See where advisers wentSee teams that moved
More
AdvisorsWhere 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: 18 Mar 2026, RAUM $107M to $137M (+27.8%) on the Form ADV filed 18 Mar 2026.

Every filed figure, and the identifiersCRD 304093 · SEC 801-116758 · 12 filingsShow
CRD 304093SEC 801-116758First filing on the tape May 7, 2019, latest Mar 18, 2026SEC status approved since Jun 21, 2019IAPD
RAUM
$137M
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
Not computed
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$137M as of Mar 18, 2026
Mar 12, 2020$17.3M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 18, 2026
Mar 12, 20200 then
Employees (5.A)3 as of Mar 18, 2026
Mar 12, 20202 then
Private funds: no history
RAUM +28% over the last fiscal year+28% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 18, 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
$137MderivedRAUM 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
+28%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 assetsreportedItem 5.E
Advisory activities
portfolio management for investment companiesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$137M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true 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
      • B•••••• D•••• · US Sales/Marketingcontrol
        since 04/2019 · owns less than 5%
      • S••••• C•••••• E•••••••• · Owner, Ccocontrol
        since 08/2019 · owns 25% to 50%
      • A••••• L•••••••• R••••• · Ownercontrol
        since 06/2017 · owns 75% or more of A•••• S••••••••• L••••••
      • S••••• C•••••• E•••••••• · Owner, Ccocontrol
        since 06/2017 · owns 25% to 50% of B••••• A••••••• L••
      Entity owners
      • B••••• A••••••• L•• · Owner
        direct · owns 75% or more
      • A•••• S••••••••• L•••••• · Owner
        indirect · owns 75% or more of P••••••• C• I•
      • P••••••• C• I• · Owner
        indirect · owns 25% to 50% of B••••• A••••••• L••
      Related persons
      Schedule D 7.A
      • B••••• A••••••• L••
        investment advisery
      • B••••• A••••• S•••
        broker-dealern
      • B••••• I••••• A••••••• S•••
        investment advisern
      • E•••••• I•••••••• U• L••••••
        investment advisern
      • I••••• C•••• L••
        investment advisern
      • I••••••••• L••
        investment advisern
      Advisers that list B••••• I•••••••• L•• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $107M to $137M
        Mar 24, 2025 to Mar 18, 2026
      • RAUM · $107M to $137M
        Mar 24, 2025 to Mar 18, 2026
      • Financial planning clients · 0 to 0
        Mar 13, 2024 to Mar 24, 2025
      • HQ city · unset to
        Mar 13, 2024 to Mar 24, 2025
      • HQ state · unset to
        Mar 13, 2024 to Mar 24, 2025
      Full history · 28 changes
      • Discretionary RAUM · $92.5M to $107M
        Mar 13, 2024 to Mar 24, 2025
      • RAUM · $92.5M to $107M
        Mar 13, 2024 to Mar 24, 2025
      • Discretionary RAUM · $65.1M to $92.5M
        Mar 28, 2023 to Mar 13, 2024
      • RAUM · $65.1M to $92.5M
        Mar 28, 2023 to Mar 13, 2024
      • Discretionary RAUM · $75.8M to $65.1M
        Mar 29, 2022 to Mar 28, 2023
      • RAUM · $75.8M to $65.1M
        Mar 29, 2022 to Mar 28, 2023
      • Discretionary RAUM · $45.0M to $75.8M
        Mar 24, 2021 to Mar 29, 2022
      • RAUM · $45.0M to $75.8M
        Mar 24, 2021 to Mar 29, 2022
      • Advisory employees · 1 to 2
        Sep 15, 2020 to Mar 24, 2021
      • Employees · 2 to 3
        Sep 15, 2020 to Mar 24, 2021
      • Discretionary RAUM · $24.6M to $45.0M
        Sep 15, 2020 to Mar 24, 2021
      • RAUM · $24.6M to $45.0M
        Sep 15, 2020 to Mar 24, 2021
      • Discretionary RAUM · $17.3M to $24.6M
        Mar 12, 2020 to Sep 15, 2020
      • RAUM · $17.3M to $24.6M
        Mar 12, 2020 to Sep 15, 2020
      • Related broker-dealer · false to true
        Mar 12, 2020 to Sep 15, 2020
      • Discretionary RAUM · $2 to $17.3M
        Sep 3, 2019 to Mar 12, 2020
      • RAUM · $2 to $17.3M
        Sep 3, 2019 to Mar 12, 2020
      • Accounts · unset to 1.0
        Aug 2, 2019 to Sep 3, 2019
      • Business name · B••••• F••• A••••••• to B••••• I•••••••• L••
        Aug 2, 2019 to Sep 3, 2019
      • Legal name · B••••• F••• A••••••• L•• to B••••• I•••••••• L••
        Aug 2, 2019 to Sep 3, 2019
      • Discretionary RAUM · unset to 2.0
        Aug 2, 2019 to Sep 3, 2019
      • Non-discretionary RAUM · unset to 0.0
        Aug 2, 2019 to Sep 3, 2019
      • RAUM · unset to 2.0
        Aug 2, 2019 to Sep 3, 2019
      Signals
      1 dated events
      • ••• Locked
        May 7, 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 18, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Mar 18, 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.