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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Aug 6, 2020 · 12 filings
SEC status approved since Sep 4, 2020
RAUM
$859M
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
33
33 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$859M as of Mar 31, 2026
Mar 31, 2021$237M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20210 then
Employees (5.A)33 as of Mar 31, 2026
Mar 31, 202118 then
Private funds2 as of Mar 31, 2026
Mar 31, 20215 then
RAUM +9.2% over the last fiscal year+9.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $123MderivedRAUM 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
- +9.2%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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$859M100%
- 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
- 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••••• S•••••••• C••••• F••• I• L• | Real Estate Fund | $366M | 289 | Mar 31, 2023 |
| B••••••••• S•••••••• C••••• F••• I•• L• | Real Estate Fund | $274M | 252 | Mar 31, 2021 |
| B••••••••• P••••••• I•• L•no longer reported | Real Estate Fund | $228M | 188 | Mar 31, 2021 |
| B• P••••••• I• F• L•no longer reported | Real Estate Fund | $148M | 95 | Mar 31, 2023 |
| B••••••••• C••••• O••••••••• F••• L• | Real Estate Fund | $109M | 102 | Mar 31, 2023 |
| B• P••••••••• I•• L•••no longer reported | Real Estate Fund | $59.4M | 69 | Mar 31, 2021 |
| B• P••••••••• I• L•no longer reported | Real Estate Fund | $34.2M | 41 | Mar 31, 2023 |
| B••••••••• P••••••• I• L•no longer reported | Real Estate Fund | $1.2M | 82 | Aug 6, 2020 |
| B••••••••• S•••••••• C••••• F••• I•• L••• | Real Estate Fund | $554,600 | 115 | Aug 6, 2020 |
Owners and control persons
Schedule A and B, latest filing
- H•••• R••••• •••• · Membercontrolsince 08/2011 · owns 10% to 25%
- S••••• D•••••• L•••••• · Chief Compliance Officercontrolsince 06/2020 · owns less than 5%
- G•••••• J••• •••• · Membercontrolsince 01/2022 · owns 75% or more of B• C•••••••
- H•••• A•••• •••• · Managercontrolsince 01/2021 · owns 75% or more of C•••••• B••••• L••
- H•••• J•••••• •••• · Trusteecontrolsince 08/2011 · owns F of J••••• H••• R•••••••• T••••
- H•••• R••••• •••• · Trusteecontrolsince 01/2017 · owns F of J••••• H••• R•••••••• T••••
- R•••• G•••••• I••• •••• · Managercontrolsince 12/2022 · owns 75% or more of I•• H•••••• L••
Entity owners
- B• C••••••• · Partnerdirect · owns 5% to 10%
- C•••••• B••••• L•• · Managing Partner And Founderdirect · owns 25% to 50%
- I•• H•••••• L•• · Partnerdirect · owns 5% to 10%
- B••••• I••••••••• L•• · Memberdirect · owns 5% to 10%
- J••••• H••• R•••••••• T•••• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- B• P••••••••• I•• G• L••pooled vehicle sponsory
- B••••••••• C••••• O••••••••• F••• G• L••pooled vehicle sponsory
- B••••••••• F••• G• I• L••pooled vehicle sponsory
- B••••••••• F••• G• I•• L••pooled vehicle sponsory
- B••••••••• P••••••• G• I•• L••pooled vehicle sponsory
- B••••••••• S•••••••• C••••• F••• I• G• L••pooled vehicle sponsory
- H••• E••••••••• I••••••••• C••••investment advisernRAUM $135M
Advisers that list B••••••••• L•• as a related person
- 140533 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- compensation changedChange between filings · filing Mar 31, 2026performance-based compensation (Item 5.E.6): no on the filing of 2025-03-31, yes on the filing of 2026-03-31peers: asset managers, $500M to $1B (784)
What changed
consecutive filings, newest first
- Accounts · 10 to 7Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 35 to 33Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 10 to 7Mar 31, 2025 to Mar 31, 2026
- Employees · 35 to 33Mar 31, 2025 to Mar 31, 2026
- Financial planning clients · 0 to Mar 31, 2025 to Mar 31, 2026
- Private funds · 4 to 2Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $787M to $859MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $787M to $859MMar 31, 2025 to Mar 31, 2026
- RAUM · $787M to $859MMar 31, 2025 to Mar 31, 2026
- Advisory employees · 34 to 35Sep 19, 2024 to Mar 31, 2025
- Employees · 34 to 35Sep 19, 2024 to Mar 31, 2025
- Financial planning clients · unset to 0Sep 19, 2024 to Mar 31, 2025
- Discretionary RAUM · $749M to $787MSep 19, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $749M to $787MSep 19, 2024 to Mar 31, 2025
- RAUM · $749M to $787MSep 19, 2024 to Mar 31, 2025
- Accounts · 9 to 10Jul 25, 2023 to Mar 29, 2024
- Advisory employees · 29 to 34Jul 25, 2023 to Mar 29, 2024
- Pooled vehicle clients · 9 to 10Jul 25, 2023 to Mar 29, 2024
- Employees · 29 to 34Jul 25, 2023 to Mar 29, 2024
- Discretionary RAUM · $645M to $749MJul 25, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $645M to $749MJul 25, 2023 to Mar 29, 2024
- RAUM · $645M to $749MJul 25, 2023 to Mar 29, 2024
- Private funds · 9 to 4Mar 31, 2023 to Jul 25, 2023
- Discretionary RAUM · $646M to $645MMar 31, 2023 to Jul 25, 2023
- Pooled vehicle RAUM · $646M to $645MMar 31, 2023 to Jul 25, 2023
- RAUM · $646M to $645MMar 31, 2023 to Jul 25, 2023
- Accounts · 5 to 9Jun 14, 2022 to Mar 31, 2023
- Advisory employees · 18 to 29Jun 14, 2022 to Mar 31, 2023
- Pooled vehicle clients · 5 to 9Jun 14, 2022 to Mar 31, 2023
- Assets in custody · 0.0 to unsetJun 14, 2022 to Mar 31, 2023
- Custody of client assets · true to falseJun 14, 2022 to Mar 31, 2023
- Employees · 18 to 29Jun 14, 2022 to Mar 31, 2023
- Private funds · 5 to 9Jun 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $384M to $646MJun 14, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $384M to $646MJun 14, 2022 to Mar 31, 2023
- RAUM · $384M to $646MJun 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $294M to $384MMar 31, 2022 to Jun 14, 2022
- Pooled vehicle RAUM · $294M to $384MMar 31, 2022 to Jun 14, 2022
- RAUM · $294M to $384MMar 31, 2022 to Jun 14, 2022
- Discretionary RAUM · $280M to $294MJun 21, 2021 to Mar 31, 2022
Signals
2 dated events
- B••••••••• L•• reported RAUM $646.2M, up 68% from $384.2M (2022-06-14 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- B••••••••• L•• filed its initial SEC registration (Form ADV)Aug 6, 2020 · 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/2447757reportedpublic record, Form ADV, Sep 19, 2026
- Website
- B•••••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 305 749 9887reportedpublic record, Form ADV, Mar 31, 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••••••••• 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.
Checking your plan…