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••••• R•••• P•••••••
Legal name B••••• R•••• P•••••••• L•
Latest filing Jul 13, 2026
First filing on the tape Jul 15, 2019 · 17 filings
SEC status approved since Aug 12, 2019
RAUM
$15B
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
27
19 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
16
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$15B as of Jul 13, 2026
Mar 27, 2020$504M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 13, 2026
Mar 27, 20200 then
Employees (5.A)27 as of Jul 13, 2026
Mar 27, 20208 then
Private funds16 as of Jul 13, 2026
Mar 27, 20203 then
RAUM +81% over the last fiscal year+53% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 13, 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
- $451MderivedRAUM 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
- +81%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companies, pension consultingreportedItem 5.G
- Custody
- $15B, 34 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$15B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 34reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $15B for 34 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
Private funds
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••• R•••• S•••••••• M••••• F••• V• L• | Private Equity Fund | $2.3B | 431 | Mar 30, 2023 |
| B••••• R•••• S•••••••• M••••• F••• I•• L• | Private Equity Fund | $1.8B | 214 | Nov 5, 2021 |
| B••••• R•••• S•••••••• M••••• F••• I••• L• | Private Equity Fund | $1.0B | 120 | Nov 19, 2019 |
| B••••• R•••• D••• F••• I•• L• | Private Equity Fund | $894M | 73 | Mar 30, 2023 |
| B••••• R•••• D••• F••• I• L• | Private Equity Fund | $563M | 39 | Mar 27, 2020 |
| B••••• R•••• S•••••••• F••• V• C•• L• | Private Equity Fund | $204M | 11 | Mar 30, 2023 |
| B••••• R•••• S•••••••• F••• I• C•• L• | Private Equity Fund | $151M | 15 | Nov 5, 2021 |
| D••••••••• V•••• P•••••••• I•• L• | Private Equity Fund | $145M | 3 | Mar 28, 2024 |
| B••••• R•••• S•••••••• F••• I•• C•• L• | Private Equity Fund | $132M | 13 | Nov 19, 2019 |
| B••••• R•••• S•••• B•••••• I• L• | Private Equity Fund | $60.8M | 11 | Nov 5, 2021 |
| D••••••••• V•••• P••••••••• L• | Private Equity Fund | $2.6M | 2 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• A••••••• M•••••• · Managing Partnercontrolsince 06/2019 · owns less than 5%
- D•••••••• C••••••••• J• · Partnercontrolsince 06/2019 · owns less than 5%
- H•••••• S••••• M•••••• · Chief Compliance Officer, Partnercontrolsince 11/2019 · owns less than 5%
- C•••••• A••••••• M•••••• · Limited Partnercontrolsince 02/2024 · owns 25% to 50% of B••••• R•••• E••••••••• H•••••• L•
- C•••••• A••••••• M•••••• · Managing Membercontrolsince 06/2019 · owns 75% or more of B••••• R•••• L••
- D•••••••• C••••••••• J• · Limited Partnercontrolsince 02/2024 · owns 50% to 75% of B••••• R•••• E••••••••• H•••••• L•
Entity owners
- B••••• R•••• L•• · General Partner Of B••••• R•••• P••••••• LPdirect · owns less than 5%
- B••••• R•••• H••••• G•• L•• · General Partnerindirect · owns F of B••••• R•••• E••••••••• H•••••• L•
- B••••• R•••• L•• · General Partnerindirect · owns F of B••••• R•••• H••••• G•• L••
- B••••• R•••• E••••••••• H•••••• L• · Limited Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- B••••• R•••• D••• F••• I• G•• L••bankpooled vehicle sponsorn
- B••••• R•••• D••• F••• I• G•• L••bankpooled vehicle sponsorn
- B••••• R•••• F••• I•• G•• L••bankpooled vehicle sponsorn
- B••••• R•••• F••• I• G•• L••bankpooled vehicle sponsorn
- B••••• R•••• F••• V• G•• L••bankpooled vehicle sponsorn
- B••••• R•••• S• I• G•• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $8,455,819,399 to $15,322,686,309 (+81.0%) between the annual amendments of 2025-03-28 and 2026-03-30; the peer median change was +13.0% (631 comparable advisers, 93.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 24 to 34Mar 28, 2025 to Mar 30, 2026
- Advisory employees · 18 to 19Mar 28, 2025 to Mar 30, 2026
- Advisory activities · 2 to 3Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 24 to 34Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $8.5B to $15BMar 28, 2025 to Mar 30, 2026
- Employees · 25 to 27Mar 28, 2025 to Mar 30, 2026
- Private funds · 11 to 16Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $8.5B to $15BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $8.5B to $15BMar 28, 2025 to Mar 30, 2026
- RAUM · $8.5B to $15BMar 28, 2025 to Mar 30, 2026
- Advisory employees · 15 to 18Feb 10, 2025 to Mar 28, 2025
- Assets in custody · $7.3B to $8.5BFeb 10, 2025 to Mar 28, 2025
- Employees · 21 to 25Feb 10, 2025 to Mar 28, 2025
- Financial planning clients · unset to Feb 10, 2025 to Mar 28, 2025
- Discretionary RAUM · $7.3B to $8.5BFeb 10, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $7.3B to $8.5BFeb 10, 2025 to Mar 28, 2025
- RAUM · $7.3B to $8.5BFeb 10, 2025 to Mar 28, 2025
- Accounts · 21 to 24Apr 11, 2023 to Mar 28, 2024
- Advisory employees · 14 to 15Apr 11, 2023 to Mar 28, 2024
- Pooled vehicle clients · 21 to 24Apr 11, 2023 to Mar 28, 2024
- Assets in custody · $4.2B to $7.3BApr 11, 2023 to Mar 28, 2024
- Employees · 19 to 21Apr 11, 2023 to Mar 28, 2024
- Private funds · 10 to 11Apr 11, 2023 to Mar 28, 2024
- Discretionary RAUM · $4.2B to $7.3BApr 11, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $4.2B to $7.3BApr 11, 2023 to Mar 28, 2024
- RAUM · $4.2B to $7.3BApr 11, 2023 to Mar 28, 2024
- Accounts · 14 to 21Mar 31, 2022 to Mar 30, 2023
- Advisory employees · 9 to 14Mar 31, 2022 to Mar 30, 2023
- Pooled vehicle clients · 14 to 21Mar 31, 2022 to Mar 30, 2023
- Assets in custody · $3.2B to $4.2BMar 31, 2022 to Mar 30, 2023
- Employees · 11 to 19Mar 31, 2022 to Mar 30, 2023
- Private funds · 7 to 10Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $3.2B to $4.2BMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $3.2B to $4.2BMar 31, 2022 to Mar 30, 2023
- RAUM · $3.2B to $4.2BMar 31, 2022 to Mar 30, 2023
- Assets in custody · $2.6B to $3.2BNov 5, 2021 to Mar 31, 2022
- Discretionary RAUM · $2.6B to $3.2BNov 5, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $2.6B to $3.2BNov 5, 2021 to Mar 31, 2022
- RAUM · $2.6B to $3.2BNov 5, 2021 to Mar 31, 2022
- Accounts · 8 to 14Mar 31, 2021 to Nov 5, 2021
Signals
9 dated events
- B••••• R•••• P••••••• reported RAUM $15.3B, up 81% from $8.5B (2025-03-28 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- B••••• R•••• P••••••• reported RAUM $7.3B, up 71% from $4.2B (2023-04-11 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- B••••• R•••• P••••••• reported RAUM $4.2B, up 31% from $3.2B (2022-03-31 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- B••••• R•••• P••••••• reported RAUM $2.6B, up 117% from $1.2B (2021-03-31 to 2021-11-05)Nov 5, 2021 · RAUM change · derived
- B••••• R•••• P••••••• reported RAUM $1.2B, up 27% from $960.2M (2020-10-26 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- B••••• R•••• P••••••• reported RAUM $960.2M, up 91% from $504.0M (2020-04-06 to 2020-10-26)Oct 26, 2020 · RAUM change · derived
- B••••• R•••• P••••••• reported RAUM $504.0M, up 67% from $302.0M (2019-11-19 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Mimeles Scott Halper (Chief Compliance Officer) appeared on Schedule A of B••••• R•••• P•••••••Nov 19, 2019 · Control person joined · fact
- B••••• R•••• P••••••• filed its initial SEC registration (Form ADV)Jul 15, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••• R•••• P••••••• · Independent Sponsorsshared crd · capital_provider
- B••••• R•••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- bannerridge.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (212) 301-7135reportedpublic record, Form ADV, Jul 13, 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