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••••••• P••• C••••••
Legal name B••••••• P••• C•••••• M••••••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Jun 17, 2019 · 11 filings
SEC status approved since Jul 15, 2019
RAUM
$4.5B
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
56
34 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
14
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$4.5B as of Mar 31, 2026
Mar 30, 2020$634M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20200 then
Employees (5.A)56 as of Mar 31, 2026
Mar 30, 202015 then
Private funds14 as of Mar 31, 2026
Mar 30, 20204 then
RAUM +6.7% over the last fiscal year+8.5% a year over threeIARs 0 to 0offices 3 to 4
Practice profile
derived from the filing of Mar 31, 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
- $320MderivedRAUM 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
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.7%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
- $4.5B, 14 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)
- 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$4.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.5B for 14 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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••• P••• C•••••• F••• I• L••• | Private Equity Fund | $1.0B | 103 | Nov 12, 2019 |
| B••••••• P••• C•••••• F••• I••• L••• | Private Equity Fund | $544M | 32 | Nov 12, 2019 |
| B••••••• P••• C•••••• F••• I•• L••• | Private Equity Fund | $197M | 128 | Mar 31, 2022 |
| B•••••• A••••••••• L•• | Private Equity Fund | $160M | 13 | Nov 12, 2019 |
| B•• A••••••• H•••••••• L•• | Private Equity Fund | $127M | 3 | Nov 12, 2019 |
| B••••••• P••• C•••••• F••• I•••• L••• | Private Equity Fund | $113M | 58 | Mar 31, 2022 |
| B•• L••• C••••••••• L• | Private Equity Fund | $75.6M | 9 | Mar 31, 2022 |
| B•• H• C••••••••• L• | Private Equity Fund | $64.3M | 6 | Mar 31, 2022 |
| B•• O•••• C••••••••• L• | Private Equity Fund | $55.5M | 4 | Mar 31, 2022 |
| B•• R•• C••••••••• L• | Private Equity Fund | $44.8M | 3 | Mar 31, 2022 |
| B•• M••••••• I•• L• | Private Equity Fund | $42.9M | 3 | Mar 31, 2022 |
| B•• I• O• C••••••••• L••• | Private Equity Fund | $0 | 2 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• N•••••••• E••••• · Chief Compliance Officer, Associate General Counselcontrolsince 03/2023 · owns less than 5%
- D••••••• M•••• F•••••• · Founder And Managing Partnercontrolsince 02/2019 · owns 75% or more
- R•••••• M•••••• R••••••• · Partner And Chief Financial Officercontrolsince 12/2021 · owns less than 5%
- D••••••• M•••• F•••••• · Manager And Membercontrolsince 02/2019 · owns 75% or more of B••••••• P••• C•••••• M••••••••• L•••••
Entity owners
- B••••••• P••• C•••••• M••••••••• L••••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- B••••••• P••• C•••••• F••• I• G•• L•••pooled vehicle sponsorn
- B••••••• P••• C•••••• F••• I• G•• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY30 employees
What changed
consecutive filings, newest first
- Advisory employees · 32 to 34Feb 6, 2026 to Mar 31, 2026
- Assets in custody · $4.2B to $4.5BFeb 6, 2026 to Mar 31, 2026
- Employees · 52 to 56Feb 6, 2026 to Mar 31, 2026
- Other offices · 3 to 4Feb 6, 2026 to Mar 31, 2026
- Discretionary RAUM · $4.2B to $4.5BFeb 6, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $4.2B to $4.5BFeb 6, 2026 to Mar 31, 2026
- RAUM · $4.2B to $4.5BFeb 6, 2026 to Mar 31, 2026
- Accounts · 12 to 14Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 30 to 32Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 12 to 14Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $3.8B to $4.2BMar 29, 2024 to Mar 31, 2025
- Employees · 48 to 52Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Other offices · 1 to 3Mar 29, 2024 to Mar 31, 2025
- Private funds · 12 to 14Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.8B to $4.2BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.8B to $4.2BMar 29, 2024 to Mar 31, 2025
- RAUM · $3.8B to $4.2BMar 29, 2024 to Mar 31, 2025
- Assets in custody · $0 to $3.8BMar 31, 2023 to Mar 29, 2024
- Employees · 43 to 48Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $3.5B to $3.8BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $3.5B to $3.8BMar 31, 2023 to Mar 29, 2024
- RAUM · $3.5B to $3.8BMar 31, 2023 to Mar 29, 2024
- Accounts · 11 to 12Apr 27, 2022 to Mar 31, 2023
- Advisory employees · 19 to 30Apr 27, 2022 to Mar 31, 2023
- Pooled vehicle clients · 11 to 12Apr 27, 2022 to Mar 31, 2023
- Assets in custody · $2.1B to $0Apr 27, 2022 to Mar 31, 2023
- Employees · 26 to 43Apr 27, 2022 to Mar 31, 2023
- Other offices · 0 to 1Apr 27, 2022 to Mar 31, 2023
- Private funds · 11 to 12Apr 27, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.1B to $3.5BApr 27, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.1B to $3.5BApr 27, 2022 to Mar 31, 2023
- RAUM · $2.1B to $3.5BApr 27, 2022 to Mar 31, 2023
- Accounts · 4 to 11Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 16 to 19Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 4 to 11Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $1.2B to $2.1BMar 31, 2021 to Mar 31, 2022
- Employees · 19 to 26Mar 31, 2021 to Mar 31, 2022
- Private funds · 4 to 11Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.2B to $2.1BMar 31, 2021 to Mar 31, 2022
Signals
7 dated events
- Edmond Nicholas Charleton (Chief Compliance Officer, Associate General Counsel) appeared on Schedule A of B••••••• P••• C••••••Mar 31, 2023 · Control person joined · fact
- B••••••• P••• C•••••• reported RAUM $3.5B, up 66% from $2.1B (2022-04-27 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Symmons Erica Blob (Chief Compliance Officer, Partner And Chief Operating Officer) no longer on Schedule A of B••••••• P••• C•••••• (listed 2022-04-27, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- B••••••• P••• C•••••• reported RAUM $2.1B, up 73% from $1.2B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- B••••••• P••• C•••••• reported RAUM $1.2B, up 92% from $634.0M (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- B••••••• P••• C•••••• reported RAUM $634.0M, up 36% from $466.5M (2019-11-12 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- B••••••• P••• C•••••• filed its initial SEC registration (Form ADV)Jun 17, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••••• P••• C•••••• · Independent Sponsorsshared crd · capital_provider
- B••••••• P••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- bpc.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-542-0750reportedpublic record, Form ADV, Mar 31, 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