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•••••• H••••••• L•

Asset manager (funds and pooled vehicles)Boston, MassachusettsCRD 311154SEC 801-119825websiteIAPD
Latest filing Mar 27, 2026
First filing on the tape Oct 19, 2020 · 12 filings
SEC status approved since Nov 18, 2020
RAUM
$5.1B
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
55
32 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
9
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$5.1B as of Mar 27, 2026
Mar 30, 2021$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 30, 20210 then
Employees (5.A)55 as of Mar 27, 2026
Mar 30, 202119 then
Private funds9 as of Mar 27, 2026
Mar 30, 20212 then
RAUM +53% over the last fiscal year+19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
$566MderivedRAUM 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
+53%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
Custody
yesreportedItem 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)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • 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$5.1B100%
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
$0 for 0 clientsreported
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
      7 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • C••••••• J••••• G•••• · Partner, Chief Financial Officercontrol
        since 11/2023 · owns less than 5%
      • F••••• B••••• L•••• · Founding Partnercontrol
        since 10/2020 · owns 10% to 25%
      • M••••••••• A•••• · Managing Partnercontrol
        since 10/2020 · owns 10% to 25%
      • R•••• D••••• J••• · Managing Partnercontrol
        since 10/2020 · owns 10% to 25%
      • R•••••• L••••• A•••••••• · Partner, General Counsel, Chief Compliance Officercontrol
        since 10/2020 · owns less than 5%
      • F••••• B••••• L•••• · Founding Partnercontrol
        since 10/2020 · owns 25% to 50% of B•••••• H••••••• G• L••
      • M••••••••• A•••• · Managing Partnercontrol
        since 10/2020 · owns 25% to 50% of B•••••• H••••••• G• L••
      • R•••• D••••• J••• · Managing Partnercontrol
        since 10/2020 · owns 25% to 50% of B•••••• H••••••• G• L••
      • H•••• M•••••• A•••••••• · Founding Partner
        since 10/2020 · owns less than 5%
      • H••••• E••••• L••••• · Partner, Head Of Investor Relations
        since 10/2020 · owns less than 5%
      • K•• S•••••• · Founding Partner
        since 10/2020 · owns less than 5%
      • M•••••••• W•• L•••• K• · Founding Partner
        since 10/2020 · owns less than 5%
      Entity owners
      • B•••••• H••••••• G• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      Advisers that list B•••••• H••••••• L• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY14 employees
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • private fund count surgeChange between filings · filing Mar 27, 2026
        private funds (Schedule D 7.B.1) moved from 6.0 to 9.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-03-27; the peer median change was +3.0% (487 comparable advisers, 94.0th percentile of changes)
        peers: asset managers, $5B to $20B (487) · 94% percentile
      What changed
      consecutive filings, newest first
      • Accounts · 6 to 9
        Mar 28, 2025 to Mar 27, 2026
      • Advisory employees · 29 to 32
        Mar 28, 2025 to Mar 27, 2026
      • Pooled vehicle clients · 6 to 9
        Mar 28, 2025 to Mar 27, 2026
      • Employees · 47 to 55
        Mar 28, 2025 to Mar 27, 2026
      • Private funds · 6 to 9
        Mar 28, 2025 to Mar 27, 2026
      • Discretionary RAUM · $3.3B to $5.1B
        Mar 28, 2025 to Mar 27, 2026
      • Pooled vehicle RAUM · $3.3B to $5.1B
        Mar 28, 2025 to Mar 27, 2026
      • RAUM · $3.3B to $5.1B
        Mar 28, 2025 to Mar 27, 2026
      • Related adviser · true to false
        Mar 28, 2025 to Mar 27, 2026
      • Advisory employees · 26 to 29
        Jan 7, 2025 to Mar 28, 2025
      • Employees · 46 to 47
        Jan 7, 2025 to Mar 28, 2025
      • Financial planning clients · unset to
        Jan 7, 2025 to Mar 28, 2025
      • Discretionary RAUM · $3.1B to $3.3B
        Jan 7, 2025 to Mar 28, 2025
      • Pooled vehicle RAUM · $3.1B to $3.3B
        Jan 7, 2025 to Mar 28, 2025
      • RAUM · $3.1B to $3.3B
        Jan 7, 2025 to Mar 28, 2025
      • Accounts · 5 to 6
        Dec 5, 2023 to Mar 27, 2024
      • Advisory employees · 32 to 26
        Dec 5, 2023 to Mar 27, 2024
      • Pooled vehicle clients · 5 to 6
        Dec 5, 2023 to Mar 27, 2024
      • Employees · 41 to 46
        Dec 5, 2023 to Mar 27, 2024
      • Private funds · 5 to 6
        Dec 5, 2023 to Mar 27, 2024
      • Discretionary RAUM · $3.0B to $3.1B
        Dec 5, 2023 to Mar 27, 2024
      • Pooled vehicle RAUM · $3.0B to $3.1B
        Dec 5, 2023 to Mar 27, 2024
      • RAUM · $3.0B to $3.1B
        Dec 5, 2023 to Mar 27, 2024
      • Advisory employees · 27 to 32
        Mar 31, 2022 to Mar 24, 2023
      • Employees · 31 to 41
        Mar 31, 2022 to Mar 24, 2023
      • Discretionary RAUM · $2.7B to $3.0B
        Mar 31, 2022 to Mar 24, 2023
      • Pooled vehicle RAUM · $2.7B to $3.0B
        Mar 31, 2022 to Mar 24, 2023
      • RAUM · $2.7B to $3.0B
        Mar 31, 2022 to Mar 24, 2023
      • Accounts · 2 to 5
        Mar 30, 2021 to Mar 31, 2022
      • Advisory employees · 16 to 27
        Mar 30, 2021 to Mar 31, 2022
      • Pooled vehicle clients · 2 to 5
        Mar 30, 2021 to Mar 31, 2022
      • Employees · 19 to 31
        Mar 30, 2021 to Mar 31, 2022
      • Private funds · 2 to 5
        Mar 30, 2021 to Mar 31, 2022
      • Discretionary RAUM · $1.1B to $2.7B
        Mar 30, 2021 to Mar 31, 2022
      • Pooled vehicle RAUM · $1.1B to $2.7B
        Mar 30, 2021 to Mar 31, 2022
      • RAUM · $1.1B to $2.7B
        Mar 30, 2021 to Mar 31, 2022
      • Accounts · unset to 2.0
        Nov 3, 2020 to Mar 17, 2021
      • Pooled vehicle clients · unset to 2.0
        Nov 3, 2020 to Mar 17, 2021
      • Assets in custody · unset to 0.0
        Nov 3, 2020 to Mar 17, 2021
      • Custody of client assets · false to true
        Nov 3, 2020 to Mar 17, 2021
      Signals
      5 dated events
      • B•••••• H••••••• L• reported RAUM $5.1B, up 53% from $3.3B (2025-03-28 to 2026-03-27)
        Mar 27, 2026 · RAUM change · derived
      • Garth Jason Currier (Partner, Chief Financial Officer) appeared on Schedule A of B•••••• H••••••• L•
        Dec 5, 2023 · Control person joined · fact
      • Robert Jackowitz (Partner, Chief Financial Officer) no longer on Schedule A of B•••••• H••••••• L• (listed 2023-03-24, absent 2023-12-05)
        Dec 5, 2023 · Control person left · inference
      • B•••••• H••••••• L• reported RAUM $2.7B, up 150% from $1.1B (2021-03-30 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • B•••••• L• filed its initial SEC registration (Form ADV)
        Oct 19, 2020 · ria first adv fil••• · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/baypinereportedpublic record, Form ADV, Sep 19, 2026
      Website
      b••••••.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      (617) 880-7440reportedpublic record, Form ADV, Mar 27, 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