DFX Intelligence
RIA Intelligence
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SEC-registered adviser
B••••••••
Legal name B•••••••• C•••••• L••••••
Latest filing Jun 15, 2026
First filing on the tape Oct 25, 2024 · 3 filings
SEC status approved since Dec 16, 2024
RAUM
$318M
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
20
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$318M as of Jun 15, 2026
Jun 11, 2025$722M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 15, 2026
Jun 11, 20250 then
Employees (5.A)20 as of Jun 15, 2026
Jun 11, 202523 then
Private funds1 as of Jun 15, 2026
Jun 11, 20251 then
Practice profile
derived from the filing of Jun 15, 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
- $106MderivedRAUM 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
- unknownderivedbetween 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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $143M, 1 clientsreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$268M84%
- Corporations and businesses$49.9M16%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $143M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.84 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 |
|---|---|---|---|---|
| B•••••••• I••••••••• M••••• F••• L•••••• | Hedge Fund | $315M | 12 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• D•••• · Coo ; Ccocontrolsince 08/2019 · owns 10% to 25%
- T•••••••• T•••••••• · Ceocontrolsince 06/2017 · owns 75% or more
- T•••••••• T•••••••• · Ownercontrolsince 06/2020 · owns 75% or more of L••• G•••• L••••••
Entity owners
- L••• G•••• L•••••• · Holding Companydirect · owns 75% or more
Related persons
Schedule D 7.A
- B•••••••• C••••• G•pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Hong Kong, Hong Kong
What changed
consecutive filings, newest first
- Advisory employees · 8 to 9Jun 11, 2025 to Jun 15, 2026
- Pooled vehicle clients · 8 to 5Jun 11, 2025 to Jun 15, 2026
- Assets in custody · $124M to $143MJun 11, 2025 to Jun 15, 2026
- Employees · 23 to 20Jun 11, 2025 to Jun 15, 2026
- Other offices · 1 to 0Jun 11, 2025 to Jun 15, 2026
- Discretionary RAUM · $722M to $318MJun 11, 2025 to Jun 15, 2026
- Pooled vehicle RAUM · $358M to $268MJun 11, 2025 to Jun 15, 2026
- RAUM · $722M to $318MJun 11, 2025 to Jun 15, 2026
- Accounts · 1 to 3Oct 25, 2024 to Jun 11, 2025
- Pooled vehicle clients · 7 to 8Oct 25, 2024 to Jun 11, 2025
- Assets in custody · $109M to $124MOct 25, 2024 to Jun 11, 2025
- Employees · 19 to 23Oct 25, 2024 to Jun 11, 2025
- Financial planning clients · unset to Oct 25, 2024 to Jun 11, 2025
- HQ state · unset to Oct 25, 2024 to Jun 11, 2025
- Private funds · 2 to 1Oct 25, 2024 to Jun 11, 2025
- Discretionary RAUM · $290M to $722MOct 25, 2024 to Jun 11, 2025
- Pooled vehicle RAUM · $290M to $358MOct 25, 2024 to Jun 11, 2025
- RAUM · $290M to $722MOct 25, 2024 to Jun 11, 2025
Signals
3 dated events
- Bayforest reported RAUM $318.1M, down 56% from $722.2M (2025-06-11 to 2026-06-15)Jun 15, 2026 · RAUM change · derived
- Bayforest reported RAUM $722.2M, up 149% from $290.5M (2024-10-25 to 2025-06-11)Jun 11, 2025 · RAUM change · derived
- Bayforest filed its initial SEC registration (Form ADV)Oct 25, 2024 · 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/bayforest-technologies-limited/mycompanreportedpublic record, Form ADV, Sep 21, 2026
- Website
- b••••••••.aireportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- +442039685227reportedpublic record, Form ADV, Jun 15, 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