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••••••• I••••••••• M••••••••• L••
Latest filing Apr 16, 2026
First filing on the tape Dec 6, 2019 · 17 filings
SEC status approved since Jan 6, 2020
RAUM
$1.1B
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
25
18 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$1.1B as of Apr 16, 2026
Mar 29, 2021$220M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 16, 2026
Mar 29, 20210 then
Employees (5.A)25 as of Apr 16, 2026
Mar 29, 202126 then
Private funds6 as of Apr 16, 2026
Mar 29, 20212 then
RAUM +11% over the last fiscal year+17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 16, 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
- $179MderivedRAUM 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
- +11%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 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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$1.1B100%
- 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
- noreported
- 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•• R• P••••••• I••••••••• I• L•• | Real Estate Fund | $279M | 2 | Mar 31, 2022 |
| B••••••• R••• E••••• P••••••• I• Q• L• | Real Estate Fund | $250M | 120 | May 5, 2020 |
| B••••••• R••• E••••• P••••••• I• Q• L• | Real Estate Fund | $28.7M | 60 | May 5, 2020 |
| B•• R• P••••••• I••••••••• I•• L•• | Real Estate Fund | $14.2M | 2 | Mar 30, 2023 |
| B••••••• R••• E••••• P••••••• I•• Q• L• | Real Estate Fund | $13.5M | 255 | Mar 30, 2023 |
| B••••••• R••• E••••• P••••••• I•• Q• L• | Real Estate Fund | $1.2M | 87 | Mar 30, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• A••••••••• G••••••• · Executive Vice Presidentcontrolsince 06/2022 · owns less than 5%
- C••••• A•••• S••••• · Chief Compliance Officer, President, & Co-Foundercontrolsince 09/2019 · owns less than 5%
- M••••••• J••••• J••••••• · Chief Executive Officer & Co-Foundercontrolsince 08/2019 · owns less than 5%
- S••••••••• J•••• L•••• · Senior Vice President, Head Of Investmentscontrolsince 02/2024 · owns less than 5%
- S•••••• A••••• · Executive Vice Presidentcontrolsince 09/2019 · owns less than 5%
- C••••• A•••• S••••• · Managing Principalcontrolsince 09/2012 · owns 25% to 50% of B••••••• C•••••• L••
- M••••••• J••••• J••••••• · Managing Principalcontrolsince 09/2012 · owns 25% to 50% of B••••••• C•••••• L••
Entity owners
- B••••••• C•••••• L•• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- B••••••• R••• E••••• G• I• L••pooled vehicle sponsorn
- B••••••• R••• E••••• G• I•• 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
- employee count dropChange between filings · filing Apr 16, 2026employees (Item 5.A) moved from 110.0 to 25.0 (-77.0%) between the annual amendments of 2025-03-28 and 2026-04-16; the peer median change was 0.0% (1109 comparable advisers, 0.0th percentile of changes)peers: asset managers, $1B to $5B (1,109) · 0.4% percentile
What changed
consecutive filings, newest first
- Advisory employees · 26 to 18Mar 28, 2025 to Mar 27, 2026
- Employees · 110 to 25Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $970M to $1.1BMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $970M to $1.1BMar 28, 2025 to Mar 27, 2026
- RAUM · $970M to $1.1BMar 28, 2025 to Mar 27, 2026
- Advisory employees · 22 to 26Mar 28, 2024 to Mar 28, 2025
- Employees · 76 to 110Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $781M to $970MMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $781M to $970MMar 28, 2024 to Mar 28, 2025
- RAUM · $781M to $970MMar 28, 2024 to Mar 28, 2025
- Employees · 68 to 76Apr 21, 2023 to Mar 28, 2024
- Discretionary RAUM · $677M to $781MApr 21, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $677M to $781MApr 21, 2023 to Mar 28, 2024
- RAUM · $677M to $781MApr 21, 2023 to Mar 28, 2024
- Accounts · 3 to 6Apr 12, 2022 to Mar 30, 2023
- Advisory employees · 17 to 22Apr 12, 2022 to Mar 30, 2023
- Pooled vehicle clients · 3 to 6Apr 12, 2022 to Mar 30, 2023
- Employees · 53 to 68Apr 12, 2022 to Mar 30, 2023
- Private funds · 3 to 6Apr 12, 2022 to Mar 30, 2023
- Discretionary RAUM · $229M to $677MApr 12, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $229M to $677MApr 12, 2022 to Mar 30, 2023
- RAUM · $229M to $677MApr 12, 2022 to Mar 30, 2023
- Accounts · 2 to 3Dec 23, 2021 to Mar 31, 2022
- Advisory employees · 12 to 17Dec 23, 2021 to Mar 31, 2022
- Pooled vehicle clients · 2 to 3Dec 23, 2021 to Mar 31, 2022
- Employees · 26 to 53Dec 23, 2021 to Mar 31, 2022
- Private funds · 2 to 3Dec 23, 2021 to Mar 31, 2022
- Discretionary RAUM · $220M to $229MDec 23, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $220M to $229MDec 23, 2021 to Mar 31, 2022
- RAUM · $220M to $229MDec 23, 2021 to Mar 31, 2022
- Advisory employees · 9 to 12Sep 18, 2020 to Mar 29, 2021
- Employees · 22 to 26Sep 18, 2020 to Mar 29, 2021
- Discretionary RAUM · $215M to $220MSep 18, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $215M to $220MSep 18, 2020 to Mar 29, 2021
- RAUM · $215M to $220MSep 18, 2020 to Mar 29, 2021
- Business name · B••••••• C•••••• L•• to B••••••• I••••••••• M••••••••• L••May 5, 2020 to Sep 18, 2020
- Accounts · unset to 2.0Feb 6, 2020 to May 5, 2020
- Advisory employees · 8 to 9Feb 6, 2020 to May 5, 2020
- Pooled vehicle clients · unset to 2.0Feb 6, 2020 to May 5, 2020
Signals
7 dated events
- Dawn Genniveve Ramsey (Chief Legal Officer) no longer on Schedule A of B••••••• I••••••••• M••••••••• L•• (listed 2023-04-21, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Julio Siberio Iii (Chief Investment Officer) no longer on Schedule A of B••••••• I••••••••• M••••••••• L•• (listed 2023-04-21, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Louis Joel Staffilino (Senior Vice President, Head Of Investments) appeared on Schedule A of B••••••• I••••••••• M••••••••• L••Mar 28, 2024 · Control person joined · fact
- B••••••• I••••••••• M••••••••• L•• reported RAUM $677.2M, up 195% from $229.4M (2022-04-12 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- A••• B••••••• (Executive Vice President) appeared on Schedule A of B••••••• I••••••••• M••••••••• L••Mar 30, 2023 · Control person joined · fact
- B•••• P••••••• (Chief Operating Officer) no longer on Schedule A of B••••••• I••••••••• M••••••••• L•• (listed 2020-09-18, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- B••••••• I••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Dec 6, 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
- Firm profile
- linkedin.com/company/bridge33-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- bridge33capital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 206-538-0083reportedpublic record, Form ADV, Apr 16, 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
Across the graphs
B••••••• I••••••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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