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••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Sep 3, 2020 · 12 filings
SEC status approved since Oct 2, 2020
RAUM
$602M
reported, Item 5.F
Discretionary
63%
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
3
3 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$602M as of Mar 31, 2026
Mar 31, 2021$1.8B 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)3 as of Mar 31, 2026
Mar 31, 20215 then
Private funds2 as of Mar 31, 2026
Mar 29, 20221 then
RAUM -2.8% over the last fiscal year-27% 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
- $100MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 63%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
- -2.8%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 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
- a related person has custody of client cash (9.B.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$602M100%
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D•••••• I••••••••• S•• L• | Private Equity Fund | $85.8M | 2 | Mar 29, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Q••••••• N••••• Z••••••• A•• · Limited Partner And Ccocontrolsince 06/2020 · owns 25% to 50%
- T••• S••••••• J•••• · Limited Partnercontrolsince 06/2020 · owns 25% to 50%
- Q••••••• N••••• Z••••••• A•• · Managing Membercontrolsince 06/2020 · owns 50% to 75% of B•••••••• G••••• U••• L••
- T••• S••••••• J•••• · Managing Membercontrolsince 06/2020 · owns 50% to 75% of B•••••••• G••••• U••• L••
Entity owners
- B•••••••• G••••• U••• L•• · G•••••• Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- D•••••• I••••••••• G•••••• P•••••• 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
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 27.0% to 63.0% between the annual amendments of 2025-03-27 and 2026-03-31peers: asset managers, $500M to $1B (784)
What changed
consecutive filings, newest first
- Discretionary RAUM · $168M to $377MMar 27, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $451M to $225MMar 27, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $619M to $602MMar 27, 2025 to Mar 31, 2026
- RAUM · $619M to $602MMar 27, 2025 to Mar 31, 2026
- Accounts · 10 to 6May 6, 2024 to Mar 27, 2025
- Pooled vehicle clients · 10 to 6May 6, 2024 to Mar 27, 2025
- Financial planning clients · unset to May 6, 2024 to Mar 27, 2025
- Private funds · 1 to 2May 6, 2024 to Mar 27, 2025
- Discretionary RAUM · $85.8M to $168MMay 6, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $1.2B to $451MMay 6, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $1.3B to $619MMay 6, 2024 to Mar 27, 2025
- RAUM · $1.3B to $619MMay 6, 2024 to Mar 27, 2025
- Accounts · 11 to 10Jun 13, 2023 to Mar 27, 2024
- Advisory employees · 4 to 3Jun 13, 2023 to Mar 27, 2024
- Pooled vehicle clients · 11 to 10Jun 13, 2023 to Mar 27, 2024
- Employees · 4 to 3Jun 13, 2023 to Mar 27, 2024
- Discretionary RAUM · $46.2M to $85.8MJun 13, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $1.5B to $1.2BJun 13, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.6B to $1.3BJun 13, 2023 to Mar 27, 2024
- RAUM · $1.6B to $1.3BJun 13, 2023 to Mar 27, 2024
- Advisory employees · 5 to 4Jan 5, 2023 to Mar 28, 2023
- Business name · B•••••••• G•••••• L• to B••• M••••••••• L•Jan 5, 2023 to Mar 28, 2023
- Employees · 5 to 4Jan 5, 2023 to Mar 28, 2023
- Discretionary RAUM · $59.1M to $46.2MJan 5, 2023 to Mar 28, 2023
- Non-discretionary RAUM · $1.8B to $1.5BJan 5, 2023 to Mar 28, 2023
- Pooled vehicle RAUM · $1.8B to $1.6BJan 5, 2023 to Mar 28, 2023
- RAUM · $1.8B to $1.6BJan 5, 2023 to Mar 28, 2023
- Legal name · B•••••••• GLOBAL LP to B••• M••••••••• L•Mar 29, 2022 to Jan 5, 2023
- Accounts · 10 to 11Mar 31, 2021 to Mar 29, 2022
- Pooled vehicle clients · 10 to 11Mar 31, 2021 to Mar 29, 2022
- Private funds · unset to 1Mar 31, 2021 to Mar 29, 2022
- Discretionary RAUM · $0 to $59.1MMar 31, 2021 to Mar 29, 2022
- Non-discretionary RAUM · $1.8B to $1.8BMar 31, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $1.8B to $1.8BMar 31, 2021 to Mar 29, 2022
- RAUM · $1.8B to $1.8BMar 31, 2021 to Mar 29, 2022
- Accounts · 1 to 10Jan 30, 2021 to Mar 31, 2021
- Pooled vehicle clients · 1 to 10Jan 30, 2021 to Mar 31, 2021
- Non-discretionary RAUM · $400M to $1.8BJan 30, 2021 to Mar 31, 2021
- Pooled vehicle RAUM · $400M to $1.8BJan 30, 2021 to Mar 31, 2021
- RAUM · $400M to $1.8BJan 30, 2021 to Mar 31, 2021
Signals
3 dated events
- B••• M••••••••• L• reported RAUM $619.2M, down 53% from $1.3B (2024-05-06 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- B••• M••••••••• L• reported RAUM $1.8B, up 345% from $400.0M (2021-01-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- B•••••••• G•••••• L• filed its initial SEC registration (Form ADV)Sep 3, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- B••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- b•••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 314-584-9922reportedpublic 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