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••• M••• C•••••• M••••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Sep 3, 2021 · 10 filings
SEC status approved since Oct 4, 2021
RAUM
$160M
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
9
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$160M as of Mar 27, 2026
Mar 29, 2022$118M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 29, 20220 then
Employees (5.A)9 as of Mar 27, 2026
Mar 29, 202213 then
Private funds1 as of Mar 27, 2026
Mar 29, 20221 then
RAUM +17% over the last fiscal year+7.9% 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
- $160MderivedRAUM 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
- +17%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 vehicles, pension consultingreportedItem 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
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$160M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- 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=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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••• M••• S••••• H•••••• I• S•••••• L• | Real Estate Fund | $130M | 1 | Sep 3, 2021 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• S••••• J•••• · Chief Operating Officercontrolsince 04/2021 · owns less than 5%
- M•••• K••••••• S•••••• · Chief Investment Officercontrolsince 04/2021 · owns less than 5%
- B•••••• S••••• J•••• · Trusteecontrolsince 03/2016 · owns F of T•• S•••• J• B••••• T••••
- B•••••• S••••• J•••• · Membercontrolsince 12/2016 · owns 50% to 75% of B••• M••• C•••••• P••••••• G• L••
- M•••• K••••••• S•••••• · Trusteecontrolsince 05/2014 · owns F of K•••••• A• S•••••• R•• R•••••••• T••••
- M•••• K••••••• S•••••• · Membercontrolsince 12/2016 · owns 50% to 75% of B••• M••• C•••••• P••••••• G• L••
- A•••••• S•••••••• H•••••••• · Chief Compliance Officersince 07/2024 · owns less than 5%
Entity owners
- B••• M••• C•••••• P••••••• L• · Managing Memberdirect · owns 75% or more
- B••• M••• C•••••• P••••••• G• L•• · General Partnerindirect · owns F of B•••••• S••••• J••••
- B••• M••• C•••••• P••••••• G• L•• · General Partnerindirect · owns F of B••• M••• C•••••• P••••••• L•
- B••• M••• C•••••• P••••••• G• L•• · General Partnerindirect · owns F of K•••••• A• S•••••• L•
- K•••••• A• S•••••• L• · Limited Partnerindirect · owns 25% to 50% of B••• M••• C•••••• P••••••• L•
- K•••••• A• S•••••• R•• R•••••••• T•••• · Limited Partnerindirect · owns 75% or more of K•••••• A• S•••••• L•
- S•••• J• B••••• L• · Limited Partnerindirect · owns 25% to 50% of B••• M••• C•••••• P••••••• L•
- T•• S•••• J• B••••• T•••• · Limited Partnerindirect · owns 75% or more of S•••• J• B••••• L•
Related persons
Schedule D 7.A
- B••• M••• C•••••• P••••••• L•pooled vehicle sponsory
- B••• M••• S••••• H•••••• I• G• L••pooled vehicle sponsorn
- B••• M••• S••••• H•••••• I• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 11 to 9Jun 16, 2025 to Mar 27, 2026
- Pooled vehicle clients · 3 to 4Jun 16, 2025 to Mar 27, 2026
- Employees · 11 to 9Jun 16, 2025 to Mar 27, 2026
- Discretionary RAUM · $136M to $160MJun 16, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $136M to $160MJun 16, 2025 to Mar 27, 2026
- RAUM · $136M to $160MJun 16, 2025 to Mar 27, 2026
- Financial planning clients · unset to Mar 26, 2025 to Jun 16, 2025
- Advisory employees · 12 to 11Aug 1, 2024 to Mar 26, 2025
- Employees · 13 to 11Aug 1, 2024 to Mar 26, 2025
- Discretionary RAUM · $130M to $136MAug 1, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $130M to $136MAug 1, 2024 to Mar 26, 2025
- RAUM · $130M to $136MAug 1, 2024 to Mar 26, 2025
- Discretionary RAUM · $127M to $130MMar 30, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $127M to $130MMar 30, 2023 to Mar 27, 2024
- RAUM · $127M to $130MMar 30, 2023 to Mar 27, 2024
- Advisory employees · 8 to 12May 10, 2022 to Mar 30, 2023
- Discretionary RAUM · $118M to $127MMay 10, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $118M to $127MMay 10, 2022 to Mar 30, 2023
- RAUM · $118M to $127MMay 10, 2022 to Mar 30, 2023
- Advisory employees · 7 to 8Sep 3, 2021 to Mar 29, 2022
- Business name · B••• M••• C•••••• P••••••• L• to B••• M••• C•••••• M••••••••• L••Sep 3, 2021 to Mar 29, 2022
- Legal name · B••• M••• C•••••• P••••••• L• to B••• M••• C•••••• M••••••••• L••Sep 3, 2021 to Mar 29, 2022
- Discretionary RAUM · $85.3M to $118MSep 3, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $85.3M to $118MSep 3, 2021 to Mar 29, 2022
- RAUM · $85.3M to $118MSep 3, 2021 to Mar 29, 2022
Signals
4 dated events
- Nicole E•••• H••••• (Chief Compliance Officer) no longer on Schedule A of B••• M••• C•••••• M••••••••• L•• (listed 2024-03-27, absent 2024-08-01)Aug 1, 2024 · Control person left · inference
- E•••• H••••• (Chief Compliance Officer) appeared on Schedule A of B••• M••• C•••••• M••••••••• L••Apr 28, 2022 · Control person joined · fact
- Damien John Bradley (Chief Compliance Officer) no longer on Schedule A of B••• M••• C•••••• M••••••••• L•• (listed 2022-03-29, absent 2022-04-28)Apr 28, 2022 · Control person left · inference
- B••• M••• C•••••• P••••••• L• filed its initial SEC registration (Form ADV)Sep 3, 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
- Website
- bluemooncp.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-307-5961reportedpublic 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
Across the graphs
B••• M••• C•••••• M••••••••• 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…