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
A••• S••••••••• C••••• L••••••
Latest filing Aug 26, 2026
First filing on the tape Mar 31, 2021 · 8 filings
SEC status approved since Apr 30, 2021
RAUM
$9.9B
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
62
16 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$9.9B as of Aug 26, 2026
Mar 31, 2022$7.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 26, 2026
Mar 31, 20220 then
Employees (5.A)62 as of Aug 26, 2026
Mar 31, 202262 then
Private funds1 as of Aug 26, 2026
Mar 31, 20222 then
RAUM -11% over the last fiscal year+9.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 26, 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
- $1.1BderivedRAUM 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
- unknownderived2 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-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $4.8B, 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
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.9B95%
- Investment companies$238M4.6%
- 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
- noreported
- Custody of client assets
- $4.8B for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.52 institutional_share=0.0 related_bd=true 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••• E•••••• C••••• M••••• F••• L•••••• | Hedge Fund | $6.8B | 46 | Jan 16, 2020 |
| B••••••• S••••••• R••••••• V•••• M••••• F••• L•••••• | Hedge Fund | $0 | 0 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• D••••••••• N•• · Chief Operating Officer & General Counsel, Class G Ordinary Shareholdercontrolsince 05/2018 · owns less than 5%
- B••••••••• N••••••• J••• · Chief Administrative Officer, Class G Ordinary Shareholdercontrolsince 05/2018 · owns less than 5%
- E••••••• D••••• N•• · Chief Compliance Officer, Class G Ordinary Shareholdercontrolsince 12/2019 · owns less than 5%
- K••••• A••••••••• N•• · Chief Executive Officer, Class A Ordinary Shareholdercontrolsince 03/2018 · owns 25% to 50%
- W•••••• H•••• J••• R••••• · Executive Chairmancontrolsince 03/2018 · owns less than 5%
- R••••••• A•••••• P•••• · L•••••• Partnercontrolsince 01/2002 · owns 25% to 50% of A••• O••••• H••••••• L•••
- O••••••• B••••• N••••••• · Non-Executive Directorsince 05/2023 · owns less than 5%
- W•••••• T•••••• J••• R••••• · L•••••• Partnersince 07/2012 · owns 25% to 50% of T•• H••••••• L•••••• P•••••••••
- W•••••• V•••••••• E•••• R••••• · L•••••• Partnersince 07/2012 · owns 25% to 50% of T•• H••••••• L•••••• P•••••••••
- W•••••• W••••••• J••• R••••• · L•••••• Partnersince 07/2012 · owns 25% to 50% of T•• H••••••• L•••••• P•••••••••
Entity owners
- A••• M••••••••• L•• · Shareholder, Class C Ordinary Shareholderdirect · owns 25% to 50%
- T•• H••••••• L•••••• P••••••••• · Shareholder, Class B Ordinary Shareholderdirect · owns 25% to 50%
- A••• H••••• L•• · General Partnerindirect · owns F of A••• M••••••••• H••••••• L•••
- A••• H••••• L•• · General Partnerindirect · owns F of A••• H••••••• L•••
- A••• H••••••• L••• · L•••••• Partnerindirect · owns 75% or more of A••• M••••••••• H••••••• L•••
- A••• M••••••••• C••••••••• · Memberindirect · owns 75% or more of A••• H••••• L•• · public reporting company
- A••• M••••••••• H••••••• L••• · Memberindirect · owns 75% or more of A••• M••••••••• L••
- A••• O••••• H••••••• L••• · L•••••• Partnerindirect · owns 50% to 75% of A••• H••••••• L•••
- A••• P••••••• H••••• L•• · General Partnerindirect · owns F of A••• O••••• H••••••• L•••
- T•• H••••••• P••••••••• ••• L•••••• · General Partnerindirect · owns F of T•• H••••••• L•••••• P•••••••••
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Boston, MA1 employees
What changed
consecutive filings, newest first
- Advisory employees · 20 to 16Mar 26, 2025 to Mar 31, 2026
- Business name · B••••••• L•••••• to A••• S••••••••• C••••• L••••••Mar 26, 2025 to Mar 31, 2026
- Assets in custody · $6.6B to $4.8BMar 26, 2025 to Mar 31, 2026
- Employees · 66 to 62Mar 26, 2025 to Mar 31, 2026
- Legal name · B••••••• L•••••• to A••• S••••••••• C••••• L••••••Mar 26, 2025 to Mar 31, 2026
- Discretionary RAUM · $11B to $9.9BMar 26, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $6.7B to $4.9BMar 26, 2025 to Mar 31, 2026
- RAUM · $11B to $9.9BMar 26, 2025 to Mar 31, 2026
- Related adviser · false to trueMar 26, 2025 to Mar 31, 2026
- Related bank · false to trueMar 26, 2025 to Mar 31, 2026
- Related broker-dealer · false to trueMar 26, 2025 to Mar 31, 2026
- Accounts · 8 to 9Mar 25, 2024 to Mar 26, 2025
- Assets in custody · $6.8B to $6.6BMar 25, 2024 to Mar 26, 2025
- Financial planning clients · unset to Mar 25, 2024 to Mar 26, 2025
- HQ state · unset to Mar 25, 2024 to Mar 26, 2025
- Private funds · 2 to 1Mar 25, 2024 to Mar 26, 2025
- Discretionary RAUM · $7.9B to $11BMar 25, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $6.9B to $6.7BMar 25, 2024 to Mar 26, 2025
- RAUM · $7.9B to $11BMar 25, 2024 to Mar 26, 2025
- Accounts · 10 to 8Jun 26, 2023 to Mar 25, 2024
- Advisory employees · 23 to 20Jun 26, 2023 to Mar 25, 2024
- Pooled vehicle clients · 8 to 5Jun 26, 2023 to Mar 25, 2024
- Assets in custody · $6.8B to $6.8BJun 26, 2023 to Mar 25, 2024
- Discretionary RAUM · $7.6B to $7.9BJun 26, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $7.0B to $6.9BJun 26, 2023 to Mar 25, 2024
- RAUM · $7.6B to $7.9BJun 26, 2023 to Mar 25, 2024
- Advisory employees · 21 to 23Mar 31, 2022 to Mar 24, 2023
- Assets in custody · $6.0B to $6.8BMar 31, 2022 to Mar 24, 2023
- Employees · 62 to 66Mar 31, 2022 to Mar 24, 2023
- Other offices · 0 to 1Mar 31, 2022 to Mar 24, 2023
- Discretionary RAUM · $7.0B to $7.6BMar 31, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $6.1B to $7.0BMar 31, 2022 to Mar 24, 2023
- RAUM · $7.0B to $7.6BMar 31, 2022 to Mar 24, 2023
- Accounts · 8 to 10Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 20 to 21Mar 31, 2021 to Mar 31, 2022
- Advisory activities · 1 to 3Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $625M to $6.0BMar 31, 2021 to Mar 31, 2022
- Private funds · 4 to 2Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $3.1B to $7.0BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $3.1B to $6.1BMar 31, 2021 to Mar 31, 2022
Signals
5 dated events
- A••• S••••••••• C••••• L•••••• reported RAUM $11.1B, up 41% from $7.9B (2024-03-25 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- Peter Antony Ressler (Limited Partner) appeared on Schedule A of A••• S••••••••• C••••• L••••••Jun 26, 2023 · Control person joined · fact
- Andrew Nicholas Pierce (Chief Operating Officer, Chief Risk Officer, Class G Ordinary Shareholder) no longer on Schedule A of A••• S••••••••• C••••• L•••••• (listed 2022-03-31, absent 2023-03-24)Mar 24, 2023 · Control person left · inference
- A••• S••••••••• C••••• L•••••• reported RAUM $7.0B, up 127% from $3.1B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- B••••••• L•••••• filed its initial SEC registration (Form ADV)Mar 31, 2021 · 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/bluecovereportedpublic record, Form ADV, Sep 18, 2026
- Website
- b•••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 44 (0) 203 146 1500reportedpublic record, Form ADV, Aug 26, 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
- Other adviserderiveda 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