DFX Intelligence
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B•••• L•
Asset manager (funds and pooled vehicles)SEC-registered1 private fundsUmbrella registration· Dallas, Texaswebsite
Asset manager (funds and pooled vehicles), based in Dallas, Texas, reporting $1.2B of regulatory assets.
Composed from this adviser's Form ADV classification, location and filed figures.
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
- Regulatory AUM
- $1.2B
- Advisors
- 0
- Net advisor flow, 12 months
- Not established
- RAUM change, last fiscal year
- +54%
- Private clients
- 0.0% of RAUM
Form ADV
IAPD
Form ADV, consecutive annual filings
Form ADV
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
Why this matters
- RAUM a year earlier $802MRAUM now $1.2B
- institutional share of RAUM 0.0500907045785861
- Contact points 2
Every filed figure, and the identifiersCRD 305638 · SEC 801-121967 · 8 filingsShowHide
CRD 305638SEC 801-121967First filing on the tape Jun 30, 2021, latest Mar 30, 2026SEC status approved since Jul 30, 2021IAPD
RAUM
$1.2B
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
11
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$1.2B as of Mar 30, 2026
Mar 29, 2022$364M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 29, 20220 then
Employees (5.A)11 as of Mar 30, 2026
Mar 29, 20226 then
Private funds1 as of Mar 30, 2026
Mar 29, 20221 then
RAUM +54% over the last fiscal year+42% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $176MderivedRAUM 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
- +54%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
- $288M, 3 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B95%
- Other investment advisers$61.7M5.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $288M for 3 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• E•••• C•••••• P•••••••• L• | Hedge Fund | $288M | 62 | Jul 17, 2020 |
Owners and control persons
Schedule A and B, latest filing
- G•••••••• R•••••• L••••••• · Chief Financial Officer, Chief Operating Officer, Chief Compliance Officercontrolsince 04/2019 · owns less than 5%
- W•••• B••••••• M•••••• · Managing Partner And Principalcontrolsince 03/2019 · owns 75% or more
- W•••• B••••••• M•••••• · Sole Membercontrolsince 03/2019 · owns 75% or more of B••• G•• L••
Entity owners
- B••• G•• L•• · General Partnerdirect · owns less than 5%
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
- institutional asset share shiftChange between filings · filing Mar 30, 2026institutional share of RAUM moved from 69.0% to 5.0% between the annual amendments of 2025-03-28 and 2026-03-30peers: asset managers, $1B to $5B (1,505)
What changed
consecutive filings, newest first
- Pooled vehicle clients · 4 to 6Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $204M to $288MMar 28, 2025 to Mar 30, 2026
- Employees · 10 to 11Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $802M to $1.2BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $247M to $1.2BMar 28, 2025 to Mar 30, 2026
- RAUM · $802M to $1.2BMar 28, 2025 to Mar 30, 2026
- Accounts · 5 to 7Jul 26, 2024 to Mar 28, 2025
- Advisory employees · 5 to 7Jul 26, 2024 to Mar 28, 2025
- Assets in custody · $172M to $204MJul 26, 2024 to Mar 28, 2025
- Employees · 8 to 10Jul 26, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jul 26, 2024 to Mar 28, 2025
- Discretionary RAUM · $516M to $802MJul 26, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $467M to $247MJul 26, 2024 to Mar 28, 2025
- RAUM · $516M to $802MJul 26, 2024 to Mar 28, 2025
- Accounts · 4 to 5Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 4 to 5Mar 31, 2023 to Mar 29, 2024
- Advisory activities · 1 to 2Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $157M to $172MMar 31, 2023 to Mar 29, 2024
- Employees · 5 to 8Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $429M to $516MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $429M to $467MMar 31, 2023 to Mar 29, 2024
- RAUM · $429M to $516MMar 31, 2023 to Mar 29, 2024
- Related bank · true to falseMar 31, 2023 to Mar 29, 2024
- Accounts · 5 to 4Mar 29, 2022 to Mar 31, 2023
- Pooled vehicle clients · 5 to 4Mar 29, 2022 to Mar 31, 2023
- Assets in custody · $189M to $157MMar 29, 2022 to Mar 31, 2023
- Employees · 6 to 5Mar 29, 2022 to Mar 31, 2023
- Discretionary RAUM · $364M to $429MMar 29, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $364M to $429MMar 29, 2022 to Mar 31, 2023
- RAUM · $364M to $429MMar 29, 2022 to Mar 31, 2023
- Related adviser · true to falseMar 29, 2022 to Mar 31, 2023
- Assets in custody · $190M to $189MJun 30, 2021 to Mar 29, 2022
- Private funds · 2 to 1Jun 30, 2021 to Mar 29, 2022
- Discretionary RAUM · $293M to $364MJun 30, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $293M to $364MJun 30, 2021 to Mar 29, 2022
- RAUM · $293M to $364MJun 30, 2021 to Mar 29, 2022
Signals
6 dated events
- ••• LockedMar 30, 2026 · RAUM change · derived
- ••• LockedMar 30, 2026 · private fund gav change · fact
- ••• LockedMar 30, 2026 · ria private fund assets change · fact
- ••• LockedMar 28, 2025 · RAUM change · derived
- ••• LockedMar 29, 2022 · ria registration change · fact
- ••• LockedJun 30, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- ••• Lockedreportedpublic record, Form ADV, Mar 30, 2026
- Principal office phone
- ••• Lockedreportedpublic record, Form ADV, Mar 30, 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