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•••••• R•••• C••••••
Legal name B•••••• R•••• C•••••• L•
Latest filing Mar 31, 2026
First filing on the tape Aug 15, 2020 · 17 filings
SEC status approved since Sep 15, 2020
RAUM
$2.6B
reported, Item 5.F
Discretionary
82%
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
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$2.6B as of Mar 31, 2026
Mar 31, 2021$1.3B 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)5 as of Mar 31, 2026
Mar 31, 20214 then
Private funds10 as of Mar 31, 2026
Mar 31, 20214 then
RAUM +97% over the last fiscal year+53% 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
- $217MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 82%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
- +97%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 vehicles, otherreportedItem 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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.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$2.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- 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=0.82 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••• R•••• I••••••••• C• I• L• | Private Equity Fund | $204M | 94 | Mar 31, 2021 |
| P•••••• I••••••••• C•••••• I• L• | Private Equity Fund | $166M | 243 | Aug 15, 2020 |
| E•••••• P• S••••••••• P•••••••• C•••••• 1•no longer reported | Hedge Fund | $108M | 1 | Aug 15, 2020 |
| P•••••• E•• S••••••••• P•••••••• C•••••• I• | Private Equity Fund | $42.1M | 32 | Oct 14, 2020 |
| B•••••• R•••• I••••••••• C• V• L• | Private Equity Fund | $26.4M | 19 | Mar 30, 2024 |
| B•••••• R•••• I••••••••• C• I• L• | Private Equity Fund | $11.2M | 3 | Mar 31, 2021 |
| B•••••• R•••• I••••••••• C• I•• L• | Private Equity Fund | $5.8M | 2 | Mar 31, 2022 |
| B•••••• R•••• I••••••••• C• I• L• | Private Equity Fund | $91,087 | 34 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• T•••• G••• · Partner, Chief Operating Officercontrolsince 08/2020 · owns less than 5%
- D• L• R•••• N•••••• J•••••• · Chief Compliance Officercontrolsince 06/2021 · owns less than 5%
- K•••••• A••••• · President, Chief Executive Officer, P•••••••• Managercontrolsince 08/2020 · owns 75% or more
- L••••••••• K•••••••• · Partner, Chief Administrative Officercontrolsince 10/2020 · owns less than 5%
- R••••••• M•••••• · Partner, Chief Financial Officercontrolsince 10/2020 · owns less than 5%
- K•••••• A••••• · Managing Membercontrolsince 09/2020 · owns 75% or more of B•••••• R•••• C•••••• M••••••••• L••
Entity owners
- B•••••• R•••• C•••••• M••••••••• 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
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $1,319,582,033 to $2,606,117,249 (+97.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 93.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 11 to 12Jan 30, 2026 to Mar 31, 2026
- Pooled vehicle clients · 9 to 10Jan 30, 2026 to Mar 31, 2026
- Private funds · 9 to 10Jan 30, 2026 to Mar 31, 2026
- Discretionary RAUM · $1.0B to $2.1BJan 30, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $267M to $470MJan 30, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $1.0B to $2.1BJan 30, 2026 to Mar 31, 2026
- RAUM · $1.3B to $2.6BJan 30, 2026 to Mar 31, 2026
- Accounts · 9 to 11Mar 31, 2025 to Jun 30, 2025
- Financial planning clients · unset to Mar 31, 2025 to Jun 30, 2025
- Discretionary RAUM · $1.0B to $1.0BMar 31, 2025 to Jun 30, 2025
- Non-discretionary RAUM · $297M to $267MMar 31, 2025 to Jun 30, 2025
- Pooled vehicle RAUM · $1.0B to $1.0BMar 31, 2025 to Jun 30, 2025
- RAUM · $1.3B to $1.3BMar 31, 2025 to Jun 30, 2025
- Accounts · 8 to 9Mar 30, 2024 to Mar 31, 2025
- Advisory employees · 2 to 3Mar 30, 2024 to Mar 31, 2025
- Pooled vehicle clients · 7 to 9Mar 30, 2024 to Mar 31, 2025
- Employees · 4 to 5Mar 30, 2024 to Mar 31, 2025
- HQ city · unset to NEW YORKMar 30, 2024 to Mar 31, 2025
- HQ state · unset to NYMar 30, 2024 to Mar 31, 2025
- Private funds · 7 to 9Mar 30, 2024 to Mar 31, 2025
- Discretionary RAUM · $455M to $1.0BMar 30, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $347M to $297MMar 30, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $455M to $1.0BMar 30, 2024 to Mar 31, 2025
- RAUM · $801M to $1.3BMar 30, 2024 to Mar 31, 2025
- Accounts · 7 to 8Oct 30, 2023 to Mar 30, 2024
- Pooled vehicle clients · 6 to 7Oct 30, 2023 to Mar 30, 2024
- Private funds · 6 to 7Oct 30, 2023 to Mar 30, 2024
- Discretionary RAUM · $454M to $455MOct 30, 2023 to Mar 30, 2024
- Non-discretionary RAUM · $275M to $347MOct 30, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $454M to $455MOct 30, 2023 to Mar 30, 2024
- RAUM · $729M to $801MOct 30, 2023 to Mar 30, 2024
- Accounts · 6 to 7Jun 14, 2022 to Mar 31, 2023
- Advisory activities · 1 to 2Jun 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $810M to $454MJun 14, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $0 to $275MJun 14, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $810M to $454MJun 14, 2022 to Mar 31, 2023
- RAUM · $810M to $729MJun 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $820M to $810MMar 31, 2022 to Jun 14, 2022
- Pooled vehicle RAUM · $820M to $810MMar 31, 2022 to Jun 14, 2022
- RAUM · $820M to $810MMar 31, 2022 to Jun 14, 2022
Signals
10 dated events
- B•••••• R•••• C•••••• reported RAUM $2.6B, up 102% from $1.3B (2026-01-30 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- B•••••• R•••• C•••••• reported RAUM $1.3B, up 65% from $801.5M (2024-03-30 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- B•••••• R•••• C•••••• reported RAUM $820.4M, down 54% from $1.8B (2021-07-30 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- B•••••• R•••• C•••••• reported RAUM $1.8B, up 43% from $1.3B (2021-03-31 to 2021-07-30)Jul 30, 2021 · RAUM change · derived
- Justine Nicole De La Roca (Chief Compliance Officer) appeared on Schedule A of B•••••• R•••• C••••••Jul 30, 2021 · Control person joined · fact
- B•••••• R•••• C•••••• reported RAUM $1.3B, up 350% from $277.9M (2020-10-14 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Katherine Larsen-Blount (Partner, Chief Administrative Officer) appeared on Schedule A of B•••••• R•••• C••••••Mar 31, 2021 · Control person joined · fact
- Michael Reidler (Partner, Chief Financial Officer, Chief Compliance Officer) appeared on Schedule A of B•••••• R•••• C••••••Mar 31, 2021 · Control person joined · fact
- P•••• R•••• P••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Sep 16, 2020 · Succession (Item 4) · fact
- P•••• R•••• P••••••• filed its initial SEC registration (Form ADV)Aug 15, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••••• R•••• C•••••• · Independent Sponsorsshared crd · capital_provider
- B•••••• R•••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bedford-ridge-capital/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- b•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 312-530-9983reportedpublic 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