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•••••••• M•••••••••
Legal name B•••••••• M••••••••• L••
Latest filing Jun 24, 2026
First filing on the tape Dec 21, 2020 · 10 filings
SEC status approved since Jan 21, 2021
RAUM
$2.0B
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
12
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$2.0B as of Jun 24, 2026
Jun 17, 2021$140M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 24, 2026
Jun 17, 20210 then
Employees (5.A)12 as of Jun 24, 2026
Jun 17, 20217 then
Private funds1 as of Jun 24, 2026
Jun 17, 20211 then
RAUM +178% over the last fiscal year+141% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 24, 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
- $329MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 35%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
- +18%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.3B, 1 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.3B65%
- Charitable organizations$560M28%
- State and municipal entities$136M6.9%
- 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
- $1.3B for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.65 institutional_share=0.35 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••••• M••••• F••• | Hedge Fund | $469M | 41 | Jul 19, 2019 |
Owners and control persons
Schedule A and B, latest filing
- A••••• G•••••• J•••• · Senior Analyst, Partnercontrolsince 04/2023 · owns 5% to 10%
- G••••• D••••• P••• · Senior Analyst, Partnercontrolsince 04/2023 · owns 5% to 10%
- K•••• J•••••••• D•••• · Operations Manager, Partnercontrolsince 04/2023 · owns less than 5%
- S••••••••• A•••••• W•••••• · Partner, Chief Operating Officer And Chief Compliance Officercontrolsince 11/2017 · owns less than 5%
- S••••• R•••••• M••••• D••••• · Controlling Partner, Owner Of The Llp, Chief Executive Officer And Chief Investment Officercontrolsince 10/2017 · owns 50% to 75%
- W••••••• F••••••• P•••• · Senior Analyst, Partnercontrolsince 04/2023 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Jun 24, 2026institutional share of RAUM of 35% against a peer median of 0% (1506 comparable advisers, 100.0th percentile, 11.9 robust deviations)peers: asset managers, $1B to $5B (1,506) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 5 to 6Jun 27, 2025 to Jun 24, 2026
- Assets in custody · $885M to $1.3BJun 27, 2025 to Jun 24, 2026
- Employees · 11 to 12Jun 27, 2025 to Jun 24, 2026
- Discretionary RAUM · $1.4B to $2.0BJun 27, 2025 to Jun 24, 2026
- Pooled vehicle RAUM · $885M to $1.3BJun 27, 2025 to Jun 24, 2026
- RAUM · $1.4B to $2.0BJun 27, 2025 to Jun 24, 2026
- Accounts · 43 to 5Jun 26, 2024 to Jun 27, 2025
- Assets in custody · $28.7M to $885MJun 26, 2024 to Jun 27, 2025
- Financial planning clients · unset to Jun 26, 2024 to Jun 27, 2025
- HQ state · unset to Jun 26, 2024 to Jun 27, 2025
- Discretionary RAUM · $835M to $1.4BJun 26, 2024 to Jun 27, 2025
- Pooled vehicle RAUM · $469M to $885MJun 26, 2024 to Jun 27, 2025
- RAUM · $835M to $1.4BJun 26, 2024 to Jun 27, 2025
- Accounts · 5 to 43Jun 30, 2023 to Jun 26, 2024
- Employees · 10 to 11Jun 30, 2023 to Jun 26, 2024
- Discretionary RAUM · $710M to $835MJun 30, 2023 to Jun 26, 2024
- Pooled vehicle RAUM · $365M to $469MJun 30, 2023 to Jun 26, 2024
- RAUM · $710M to $835MJun 30, 2023 to Jun 26, 2024
- Advisory employees · 4 to 5Apr 27, 2023 to Jun 30, 2023
- Charity clients · 2.0 to unsetApr 27, 2023 to Jun 30, 2023
- Employees · 9 to 10Apr 27, 2023 to Jun 30, 2023
- Discretionary RAUM · $307M to $710MApr 27, 2023 to Jun 30, 2023
- Pooled vehicle RAUM · $92.5M to $365MApr 27, 2023 to Jun 30, 2023
- RAUM · $307M to $710MApr 27, 2023 to Jun 30, 2023
- Accounts · 3 to 5May 3, 2022 to Jun 29, 2022
- Advisory employees · 3 to 4May 3, 2022 to Jun 29, 2022
- Advisory activities · 1 to 2May 3, 2022 to Jun 29, 2022
- Charity clients · unset to 2.0May 3, 2022 to Jun 29, 2022
- Assets in custody · $40.1M to $28.7MMay 3, 2022 to Jun 29, 2022
- Employees · 7 to 9May 3, 2022 to Jun 29, 2022
- Discretionary RAUM · $140M to $307MMay 3, 2022 to Jun 29, 2022
- Pooled vehicle RAUM · $140M to $92.5MMay 3, 2022 to Jun 29, 2022
- RAUM · $140M to $307MMay 3, 2022 to Jun 29, 2022
- HQ city · LONDON, LONDON to LONDONJun 17, 2021 to May 3, 2022
- Assets in custody · $40.9M to $40.1MJan 8, 2021 to Jun 17, 2021
- Discretionary RAUM · $178M to $140MJan 8, 2021 to Jun 17, 2021
- Pooled vehicle RAUM · $178M to $140MJan 8, 2021 to Jun 17, 2021
- RAUM · $178M to $140MJan 8, 2021 to Jun 17, 2021
- Private funds · 2 to 1Dec 21, 2020 to Jan 8, 2021
Signals
9 dated events
- B•••••••• M••••••••• reported RAUM $2.0B, up 40% from $1.4B (2025-06-27 to 2026-06-24)Jun 24, 2026 · RAUM change · derived
- B•••••••• M••••••••• reported RAUM $1.4B, up 69% from $835.2M (2024-06-26 to 2025-06-27)Jun 27, 2025 · RAUM change · derived
- B•••••••• M••••••••• reported RAUM $710.1M, up 131% from $307.0M (2023-04-27 to 2023-06-30)Jun 30, 2023 · RAUM change · derived
- Peter Fredrik Windrup (Senior Analyst, Partner) appeared on Schedule A of B•••••••• M•••••••••Apr 27, 2023 · Control person joined · fact
- Paul David Green (Senior Analyst, Partner) appeared on Schedule A of B•••••••• M•••••••••Apr 27, 2023 · Control person joined · fact
- Josef Gideon Adler (Senior Analyst, Partner) appeared on Schedule A of B•••••••• M•••••••••Apr 27, 2023 · Control person joined · fact
- David Jonathan Knox (Operations Manager, Partner) appeared on Schedule A of B•••••••• M•••••••••Apr 27, 2023 · Control person joined · fact
- B•••••••• M••••••••• reported RAUM $307.0M, up 119% from $140.4M (2022-05-03 to 2022-06-29)Jun 29, 2022 · RAUM change · derived
- B•••••••• M••••••••• filed its initial SEC registration (Form ADV)Dec 21, 2020 · 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
- B••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +4402080174510reportedpublic record, Form ADV, Jun 24, 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