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•••••• H•••••••• L••
Latest filing Jun 12, 2026
First filing on the tape Jun 30, 2023 · 9 filings
SEC status approved since Jul 28, 2023
RAUM
$372M
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
16
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$372M as of Jun 12, 2026
Mar 29, 2024$362M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 12, 2026
Mar 29, 20240 then
Employees (5.A)16 as of Jun 12, 2026
Mar 29, 202411 then
Private funds9 as of Jun 12, 2026
Mar 29, 20246 then
RAUM +24% over the last fiscal yearIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of Jun 12, 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
- $31.0MderivedRAUM 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
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- 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$372M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•• H••••••• L•• | Private Equity Fund | $122M | 40 | Apr 7, 2021 |
| N••••••• W••••• L••• | Private Equity Fund | $94.2M | 30 | Feb 4, 2020 |
| U••• H•••••••• L•• | Private Equity Fund | $63.3M | 63 | Mar 31, 2023 |
| N••• L••• | Private Equity Fund | $50.6M | 36 | Feb 4, 2020 |
| R•••• L••• | Private Equity Fund | $19.5M | 40 | Mar 31, 2023 |
| I••• H•••••••• L•• | Private Equity Fund | $12.7M | 89 | Mar 29, 2024 |
| B•••••• C••••••••• H•••••••• L••no longer reported | Private Equity Fund | $2.2M | 10 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• R•••••• H•• · Chief Compliance Officercontrolsince 09/2024 · owns less than 5%
- R•••••• N•••••• R••• · Founder; Managing Partnercontrolsince 01/2017 · owns less than 5%
- R•••••• N•••••• R••• · Membercontrolsince 01/2017 · owns 25% to 50% of B•••••• P•••••••• L••
Entity owners
- B•••••• P•••••••• L•• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- B•••••• G•••••• P•••••• I• L•••pooled vehicle sponsorn
- B•••••• G•••••• P•••••• I•• L•••pooled vehicle sponsorn
- B•••••• G•••••• P•••••• I••• L•••pooled vehicle sponsorn
- B•••••• G•••••• P•••••• I•• L•••pooled vehicle sponsorn
- B•••••• G•••••• P•••••• V• L•••pooled vehicle sponsorn
- B•••••• G•••••• P•••••• V•• L•••pooled 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
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 6.0 to 9.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (735 comparable advisers, 95.0th percentile of changes)peers: asset managers, $100M to $500M (735) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 10 to 12Oct 29, 2025 to Mar 31, 2026
- Advisory employees · 5 to 7Oct 29, 2025 to Mar 31, 2026
- Pooled vehicle clients · 10 to 12Oct 29, 2025 to Mar 31, 2026
- Employees · 14 to 16Oct 29, 2025 to Mar 31, 2026
- Other offices · 1 to 0Oct 29, 2025 to Mar 31, 2026
- Private funds · 6 to 9Oct 29, 2025 to Mar 31, 2026
- Discretionary RAUM · $300M to $372MOct 29, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $300M to $372MOct 29, 2025 to Mar 31, 2026
- RAUM · $300M to $372MOct 29, 2025 to Mar 31, 2026
- Accounts · 9 to 10Sep 11, 2024 to Mar 31, 2025
- Advisory employees · 4 to 5Sep 11, 2024 to Mar 31, 2025
- Pooled vehicle clients · 9 to 10Sep 11, 2024 to Mar 31, 2025
- Employees · 11 to 14Sep 11, 2024 to Mar 31, 2025
- Financial planning clients · unset to Sep 11, 2024 to Mar 31, 2025
- HQ city · unset to Sep 11, 2024 to Mar 31, 2025
- HQ state · unset to Sep 11, 2024 to Mar 31, 2025
- Other offices · 0 to 1Sep 11, 2024 to Mar 31, 2025
- Discretionary RAUM · $362M to $300MSep 11, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $362M to $300MSep 11, 2024 to Mar 31, 2025
- RAUM · $362M to $300MSep 11, 2024 to Mar 31, 2025
- Accounts · 7 to 9Jun 30, 2023 to Mar 29, 2024
- Advisory employees · 10 to 4Jun 30, 2023 to Mar 29, 2024
- Charity clients · 0.0 to unsetJun 30, 2023 to Mar 29, 2024
- Corporate clients · 0.0 to unsetJun 30, 2023 to Mar 29, 2024
- HNW clients · 0.0 to unsetJun 30, 2023 to Mar 29, 2024
- Individual clients · 0.0 to unsetJun 30, 2023 to Mar 29, 2024
- Pension plan clients · 0.0 to unsetJun 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 7 to 9Jun 30, 2023 to Mar 29, 2024
- Assets in custody · 0.0 to unsetJun 30, 2023 to Mar 29, 2024
- Employees · 13 to 11Jun 30, 2023 to Mar 29, 2024
- Private funds · 10 to 6Jun 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $304M to $362MJun 30, 2023 to Mar 29, 2024
- HNW RAUM · 0.0 to unsetJun 30, 2023 to Mar 29, 2024
- Individual RAUM · 0.0 to unsetJun 30, 2023 to Mar 29, 2024
- Pension RAUM · 0.0 to unsetJun 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $304M to $362MJun 30, 2023 to Mar 29, 2024
- RAUM · $304M to $362MJun 30, 2023 to Mar 29, 2024
Signals
3 dated events
- Ann Kimberly Myles (Chief Compliance Officer) no longer on Schedule A of B•••••• H•••••••• L•• (listed 2024-08-07, absent 2024-09-11)Sep 11, 2024 · Control person left · inference
- Han R••••• A••••• (Chief Compliance Officer) appeared on Schedule A of B•••••• H•••••••• L••Sep 11, 2024 · Control person joined · fact
- B•••••• H•••••••• L•• filed its initial SEC registration (Form ADV)Jun 30, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••••• H•••••••• L•• · Private Equityshared crd · organization
- B•••••• H•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bestige-holdings-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- bestigeholdings.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (312) 405-7521reportedpublic record, Form ADV, Jun 12, 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