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•••••• G•••••• I••••••••• L••
Latest filing Jun 29, 2026
First filing on the tape Feb 14, 2020 · 22 filings
SEC status approved since Mar 13, 2020
RAUM
$1.8B
reported, Item 5.F
Discretionary
97%
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
21
3 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
7
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$1.8B as of Jun 29, 2026
Jun 29, 2020$156M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 29, 2026
Jun 29, 20200 then
Employees (5.A)21 as of Jun 29, 2026
Jun 29, 202022 then
Private funds7 as of Jun 29, 2026
Jun 29, 20201 then
RAUM +603% over the last fiscal year+98% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 29, 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
- $201MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +36%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
- Wrap fee program
- participatesreportedItem 5.I
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.8B97%
- Other investment advisers$57.0M3.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $1.1M managedreported
- 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=true related_bank=true bd_reps=15.0derived
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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••• G•••••• P•••••• C•••••••• F••• I• L••• | Private Equity Fund | $480M | 36 | Jun 29, 2022 |
| T•• E••••••• M•••••• F•••• A• I••••••••• F••• E••••••••• U•••• T•• B•••••• G•••••• G•••• T•••• | Other Private Fund | $198M | 3 | Mar 26, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• T••• D•••• · Managercontrolsince 11/2024 · owns less than 5%
- A••••••••• L••••••••• M••••••• · Managercontrolsince 07/2020 · owns less than 5%
- B••••• E••••• L••• · Managercontrolsince 11/2024 · owns less than 5%
- F••••••••• R•••• R••••• · Non Executive Managercontrolsince 11/2022 · owns less than 5%
- H•••••••• K•••••• · Managercontrolsince 04/2011 · owns less than 5%
- M••••••• A•••••••• D•••• · Chief Legal Officercontrolsince 02/2020 · owns less than 5%
- M••••••••• S••••• · Chief Finance Officercontrolsince 05/2023 · owns less than 5%
- Q••••• S•••••• · Chief Compliance Officercontrolsince 05/2020 · owns less than 5%
- S•••••• D••••• W•••••• · Manager / Chief Executive Officercontrolsince 06/2024 · owns less than 5%
- A••••• S••••••• F••••••• · Beneficial Owner - Partnercontrolsince 05/2013 · owns F of B•••••• G•••••• • C•
- A•••••• S••••• J•••• · Beneficial Owner- Partnercontrolsince 05/2022 · owns F of B•••••• G•••••• • C•
- A••••• A••• S•••••• E•••••••• · Beneficial Owner - Partnercontrolsince 05/2018 · owns F of B•••••• G•••••• • C•
- B••••• M••••••• C•••• J••• · Beneficial Owner - Partnercontrolsince 05/2018 · owns F of B•••••• G•••••• • C•
- B•••••• D••••••• W•••••• · Beneficial Owner - Partnercontrolsince 05/2015 · owns F of B•••••• G•••••• • C•
- B••••••••• D••••• J••• · Beneficial Owner- Partnercontrolsince 05/2021 · owns F of B•••••• G•••••• I••••••••• P•••••••••
- B••••• L•••••••• P••••• · Beneficial Owner - Partnercontrolsince 05/2020 · owns F of B•••••• G•••••• • C•
- C•••••••• I•••• G••••• · Beneficial Owner - Partnercontrolsince 05/2020 · owns F of B•••••• G•••••• • C•
- C•••••••• T••••••• E••••• H••• · Beneficial Owner - Partnercontrolsince 05/2012 · owns F of B•••••• G•••••• • C•
- C•••••••• J•••• F•••••• · Beneficial Owner - Partnercontrolsince 05/2017 · owns F of B•••••• G•••••• • C•
- C•••••••• A••••• · Beneficial Owner - Partnercontrolsince 05/2024 · owns F of B•••••• G•••••• • C•
- C•••••• T•••••• B••••••• C•••••• · Beneficial Owner - Partnercontrolsince 05/2014 · owns F of B•••••• G•••••• • C•
- D••••• J••••• M••••• · Beneficial Owner- Partnercontrolsince 05/2022 · owns F of B•••••• G•••••• • C•
- D••••••• E••• · Beneficial Owner - Partnercontrolsince 05/2018 · owns F of B•••••• G•••••• • C•
- D••• J••••• A••••• G••••• · Beneficial Owner - Partnercontrolsince 05/2023 · owns F of B•••••• G•••••• • C•
- D•••••• S••••• · Beneficial Owner - Partnercontrolsince 05/2014 · owns F of B•••••• G•••••• • C•
- D•••• L•••••• M••••••• · Beneficial Owner - Partnercontrolsince 05/2023 · owns F of B•••••• G•••••• • C•
- F••••••••• D•••••• H••• M••••• · Beneficial Owner - Partnercontrolsince 05/2017 · owns F of B•••••• G•••••• • C•
- F••••••••• C••••••••• L• · Beneficial Owner- Partnercontrolsince 05/2021 · owns F of B•••••• G•••••• • C•
- F••• K•••• L••••• · Beneficial Owner - Partnercontrolsince 05/2020 · owns F of B•••••• G•••••• • C•
- G••••••• T••••••• J•••• · Beneficial Owner - Partnercontrolsince 05/2016 · owns F of B•••••• G•••••• • C•
Entity owners
- B•••••• G•••••• O••••••• L•• · Parent Companydirect · owns 75% or more
- B•••••• G•••••• • C• · Ultimate Parent Companyindirect · owns 75% or more of B•••••• G•••••• O••••••• L••
- B•••••• G•••••• A••• P••••••••• · Beneficial Owner - Partnerindirect · owns F of B•••••• G•••••• • C•
- B•••••• G•••••• C•••• P••••••••• · Beneficial Owner- Partnerindirect · owns F of B•••••• G•••••• • C•
- B•••••• G•••••• I••••••••• P••••••••• · Beneficial Owner - Partnerindirect · owns F of B•••••• G•••••• • C•
Related persons
Schedule D 7.A
- B•••••• G•••••• • C•investment advisery
- B•••••• G•••••• • C• L••••••investment adviserbankpooled vehicle sponsorn
- B•••••• G•••••• A••• •••• K•••• L••••••broker-dealern
- B•••••• G•••••• F•••• S••••••• L••broker-dealern
- B•••••• G•••••• I••••••••• M••••••••• ••••••• L••••••investment advisern
- B•••••• G•••••• I••••••••• M••••••••• ••••••••• L••••••investment advisern
- B•••••• G•••••• O••••••• I••••••••• F••• M••••••••• ••••••••• L••••••investment advisern
- B•••••• G•••••• O••••••• L••investment adviserbankyRAUM $144B
- M••••••••• U•• B•••••• G•••••• A•••• M••••••••• L••••••investment advisern
Advisers that list B•••••• G•••••• I••••••••• L•• as a related person
- 110296 y
Offices
Schedule D 1.F, the 25 largest
- Edinburgh, United Kingdom152 employees
- Toronto, Ontario, Canada
What changed
consecutive filings, newest first
- Accounts · 4 to 9Oct 29, 2025 to Jun 29, 2026
- Pooled vehicle clients · 2 to 7Oct 29, 2025 to Jun 29, 2026
- Private funds · 2 to 7Oct 29, 2025 to Jun 29, 2026
- Discretionary RAUM · $665M to $1.8BOct 29, 2025 to Jun 29, 2026
- Non-discretionary RAUM · $50.4M to $55.9MOct 29, 2025 to Jun 29, 2026
- Pooled vehicle RAUM · $664M to $1.8BOct 29, 2025 to Jun 29, 2026
- RAUM · $715M to $1.8BOct 29, 2025 to Jun 29, 2026
- Wrap assets (manager) · $517,877 to $1.1MOct 29, 2025 to Jun 29, 2026
- Financial planning clients · unset to Jun 27, 2025 to Jul 10, 2025
- Accounts · 3 to 4May 21, 2025 to Jun 27, 2025
- BD registered reps · 17 to 15May 21, 2025 to Jun 27, 2025
- Assets in custody · 196618005.0 to unsetMay 21, 2025 to Jun 27, 2025
- Custody of client assets · true to falseMay 21, 2025 to Jun 27, 2025
- Discretionary RAUM · $678M to $665MMay 21, 2025 to Jun 27, 2025
- Non-discretionary RAUM · $0 to $50.4MMay 21, 2025 to Jun 27, 2025
- Pooled vehicle RAUM · $678M to $664MMay 21, 2025 to Jun 27, 2025
- RAUM · $678M to $715MMay 21, 2025 to Jun 27, 2025
- Wrap assets (manager) · $387,748 to $517,877May 21, 2025 to Jun 27, 2025
- Assets in custody · $198M to $197MJun 28, 2024 to Jul 26, 2024
- Discretionary RAUM · $351M to $678MJun 28, 2024 to Jul 26, 2024
- Pooled vehicle RAUM · $351M to $678MJun 28, 2024 to Jul 26, 2024
- RAUM · $351M to $678MJun 28, 2024 to Jul 26, 2024
- Assets in custody · $175M to $198MJan 17, 2024 to Jun 28, 2024
- Employees · 20 to 21Jan 17, 2024 to Jun 28, 2024
- Discretionary RAUM · $257M to $351MJan 17, 2024 to Jun 28, 2024
- Pooled vehicle RAUM · $257M to $351MJan 17, 2024 to Jun 28, 2024
- RAUM · $257M to $351MJan 17, 2024 to Jun 28, 2024
- Wrap assets (manager) · $361,587 to $387,748Jan 17, 2024 to Jun 28, 2024
- Accounts · 2 to 3Feb 1, 2023 to Jun 29, 2023
- Advisory employees · 4 to 3Feb 1, 2023 to Jun 29, 2023
- BD registered reps · 10 to 17Feb 1, 2023 to Jun 29, 2023
- Assets in custody · $185M to $175MFeb 1, 2023 to Jun 29, 2023
- Employees · 27 to 20Feb 1, 2023 to Jun 29, 2023
- Discretionary RAUM · $268M to $257MFeb 1, 2023 to Jun 29, 2023
- Pooled vehicle RAUM · $268M to $257MFeb 1, 2023 to Jun 29, 2023
- RAUM · $268M to $257MFeb 1, 2023 to Jun 29, 2023
- Wrap assets (manager) · $0 to $361,587Feb 1, 2023 to Jun 29, 2023
- Accounts · 1 to 2Mar 31, 2022 to Jun 29, 2022
- Pooled vehicle clients · 1 to 2Mar 31, 2022 to Jun 29, 2022
- Assets in custody · $235M to $185MMar 31, 2022 to Jun 29, 2022
Signals
56 dated events
- B•••••• G•••••• I••••••••• L•• reported RAUM $1.8B, up 153% from $715.4M (2025-10-29 to 2026-06-29)Jun 29, 2026 · RAUM change · derived
- D•••• Tim A••••• (Manager) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Nov 8, 2024 · Control person joined · fact
- Cedric C••••••••• Huckle (Manager) no longer on Schedule A of B•••••• G•••••• I••••••••• L•• (listed 2024-07-26, absent 2024-11-08)Nov 8, 2024 · Control person left · inference
- Lisa Erica Bleil (Manager) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Nov 8, 2024 · Control person joined · fact
- B•••••• G•••••• I••••••••• L•• reported RAUM $678.0M, up 93% from $351.0M (2024-06-28 to 2024-07-26)Jul 26, 2024 · RAUM change · derived
- G••••• S•••••• P•••• (Beneficial Owner - Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 28, 2024 · Control person joined · fact
- Scott T••••• Nisbet (Beneficial Owner - Partner) no longer on Schedule A of B•••••• G•••••• I••••••••• L•• (listed 2024-01-17, absent 2024-06-28)Jun 28, 2024 · Control person left · inference
- R••••• Anthony Tait (Beneficial Owner - Partner) no longer on Schedule A of B•••••• G•••••• I••••••••• L•• (listed 2024-01-17, absent 2024-06-28)Jun 28, 2024 · Control person left · inference
- A••••• C••••••• (Beneficial Owner - Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 28, 2024 · Control person joined · fact
- Maria Larysa Bemko (Beneficial Owner - Partner) no longer on Schedule A of B•••••• G•••••• I••••••••• L•• (listed 2024-01-17, absent 2024-06-28)Jun 28, 2024 · Control person left · inference
- N••• R•••••• (Beneficial Owner - Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 28, 2024 · Control person joined · fact
- F••••• T•••••• (Beneficial Owner - Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 28, 2024 · Control person joined · fact
- R•••• S•••••• P•••••• (Beneficial Owner - Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 29, 2023 · Control person joined · fact
- Stuart Mcconnell (Chief Finance Officer) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 29, 2023 · Control person joined · fact
- Campbell Alan Sievewright (Chief Financial Officer) no longer on Schedule A of B•••••• G•••••• I••••••••• L•• (listed 2023-02-01, absent 2023-06-29)Jun 29, 2023 · Control person left · inference
- J••• A••••• K•••••• (Beneficial Owner - Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 29, 2023 · Control person joined · fact
- M••• C••••••••• M••••• (Beneficial Owner - Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 29, 2023 · Control person joined · fact
- A••••• G••••• J•••• Dow (Beneficial Owner - Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 29, 2023 · Control person joined · fact
- M••••••• L••••• D••• (Beneficial Owner - Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 29, 2023 · Control person joined · fact
- B••••• C••••• R••••••• S•••• (Beneficial Owner - Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 29, 2023 · Control person joined · fact
- Graham Laybourn (Beneficial Owner - Partner) no longer on Schedule A of B•••••• G•••••• I••••••••• L•• (listed 2023-02-01, absent 2023-06-29)Jun 29, 2023 · Control person left · inference
- T••• L•••• J••• R••• (Beneficial Owner - Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 29, 2023 · Control person joined · fact
- R••••• Ryan Fitzpatrick (Non Executive Manager) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jan 13, 2023 · Control person joined · fact
- Alison Graham (Manager) no longer on Schedule A of B•••••• G•••••• I••••••••• L•• (listed 2022-06-29, absent 2023-01-13)Jan 13, 2023 · Control person left · inference
- L•••• Na Lin (Beneficial Owner- Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 29, 2022 · Control person joined · fact
- J••• Angus Franklin (Beneficial Owner - Partner) no longer on Schedule A of B•••••• G•••••• I••••••••• L•• (listed 2022-03-31, absent 2022-06-29)Jun 29, 2022 · Control person left · inference
- K•••••• J•••• Anderson (Beneficial Owner - Partner) no longer on Schedule A of B•••••• G•••••• I••••••••• L•• (listed 2022-03-31, absent 2022-06-29)Jun 29, 2022 · Control person left · inference
- Gerard Callahan (Beneficial Owner - Partner) no longer on Schedule A of B•••••• G•••••• I••••••••• L•• (listed 2022-03-31, absent 2022-06-29)Jun 29, 2022 · Control person left · inference
- C•••••••• Lynn Dewar (Beneficial Owner - Partner) no longer on Schedule A of B•••••• G•••••• I••••••••• L•• (listed 2022-03-31, absent 2022-06-29)Jun 29, 2022 · Control person left · inference
- M••••• J•••• D•••• (Beneficial Owner- Partner) appeared on Schedule A of B•••••• G•••••• I••••••••• L••Jun 29, 2022 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- B•••••• G•••••• I••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B•••••• G•••••• I••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- Bailliegifford.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (212) 319 4633reportedpublic record, Form ADV, Jun 29, 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