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•••• W••• A••••••• L••
Latest filing Jun 15, 2026
First filing on the tape Apr 28, 2022 · 12 filings
SEC status approved since May 27, 2022
RAUM
$708M
reported, Item 5.F
Discretionary
73%
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
15
13 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
81
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$708M as of Jun 15, 2026
Mar 31, 2023$422M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 15, 2026
Mar 31, 20230 then
Employees (5.A)15 as of Jun 15, 2026
Mar 31, 202311 then
Private funds81 as of Jun 15, 2026
Mar 31, 202339 then
RAUM +13% over the last fiscal year+19% a year over threeIARs 0 to 0
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
- $7.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 73%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%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
- $627M, 66 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
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$708M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 90reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $627M for 66 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
65 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••• W••• O•• I• L••• | Private Equity Fund | $156M | 3 | Mar 31, 2023 |
| B•••• W••• 1••• L••no longer reported | Private Equity Fund | $49.8M | 27 | Apr 28, 2022 |
| W•• A••••••• L••• | Private Equity Fund | $40.1M | 3 | Mar 30, 2024 |
| B•••• W••• 2••• L••• | Private Equity Fund | $37.5M | 6 | Mar 30, 2024 |
| J• B•• L•••••••• E••••• F••• I• L••• | Private Equity Fund | $29.7M | 6 | Mar 30, 2024 |
| B•••• W••• 1••• L••• | Private Equity Fund | $27.9M | 3 | Apr 28, 2022 |
| B• A•• I• L••• | Private Equity Fund | $27.1M | 6 | Mar 31, 2023 |
| B•••• W••• L•••• C•••••• P••••••• I• L••• | Private Equity Fund | $25.7M | 3 | Apr 28, 2022 |
| B•••• W••• 2•• L••• | Private Equity Fund | $25.6M | 6 | Mar 30, 2024 |
| B•••• I• L••• | Private Equity Fund | $24.8M | 3 | Apr 28, 2022 |
| B•••• W••• 2••• L••• | Private Equity Fund | $22.1M | 3 | Apr 28, 2022 |
| B•••• W••• T•• P•••••••• L••• | Private Equity Fund | $20.5M | 2 | Apr 28, 2022 |
| B•••• W••• 5••• L••• | Private Equity Fund | $20.2M | 7 | Mar 30, 2024 |
| B•••• W••• 2••• L••• | Private Equity Fund | $20.0M | 3 | Apr 28, 2022 |
| B•••• W••• 2••• L••• | Private Equity Fund | $19.7M | 6 | Mar 30, 2024 |
| G•••••• F••• L••• | Private Equity Fund | $18.3M | 2 | Apr 28, 2022 |
| B•••• W••• 2••• L••• | Private Equity Fund | $18.1M | 7 | Mar 30, 2024 |
| B•••• W••• 2••• L••• | Private Equity Fund | $16.8M | 6 | Mar 31, 2023 |
| B•••• W••• 2••• L••• | Private Equity Fund | $16.4M | 2 | Apr 28, 2022 |
| B•••• W••• 2••• L••• | Private Equity Fund | $16.3M | 5 | Apr 28, 2022 |
| B•••• W••• 5••• L••• | Private Equity Fund | $15.7M | 3 | Mar 30, 2024 |
| B•••• W••• 2••• L••• | Private Equity Fund | $15.7M | 6 | Mar 31, 2023 |
| B•••• W••• 2••• L••• | Private Equity Fund | $15.5M | 6 | Mar 30, 2024 |
| B•••• W••• 2••• L••• | Private Equity Fund | $15.5M | 5 | Apr 28, 2022 |
| B•••• W••• 5••• L••• | Private Equity Fund | $15.0M | 2 | Mar 30, 2024 |
| B•••• W••• 2••• L••• | Private Equity Fund | $13.7M | 7 | Mar 31, 2023 |
| B•••• W••• 2••• L••• | Private Equity Fund | $12.4M | 4 | Apr 28, 2022 |
| B•••• W••• 2••• L••• | Private Equity Fund | $11.9M | 5 | Apr 28, 2022 |
| B•••• W••• 2••• L••• | Private Equity Fund | $10.1M | 7 | Mar 30, 2024 |
| B•••• W••• 2••• L••• | Private Equity Fund | $9.7M | 6 | Mar 30, 2024 |
| B•••• W••• 2••• L••• | Private Equity Fund | $9.6M | 6 | Mar 31, 2023 |
| B•••• W••• 2••• L••• | Private Equity Fund | $9.2M | 6 | Mar 30, 2024 |
| B•••• W••• 2••• L••• | Private Equity Fund | $8.7M | 6 | Mar 30, 2024 |
| B•••• W••• 2••• L••• | Private Equity Fund | $8.2M | 6 | Mar 30, 2024 |
| B•••• W••• 2••• L••• | Private Equity Fund | $7.7M | 7 | Mar 30, 2024 |
| B•••• W••• 2••• L••• | Private Equity Fund | $7.3M | 8 | Apr 28, 2022 |
| B•••• W••• 2••• L••• | Private Equity Fund | $7.2M | 3 | Apr 28, 2022 |
| B•••• W••• 2••• L••• | Private Equity Fund | $6.9M | 2 | Apr 28, 2022 |
| B•••• W••• 2••• L••• | Private Equity Fund | $6.6M | 6 | Mar 31, 2023 |
| B•••• W••• 2••• L••• | Private Equity Fund | $6.1M | 7 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- F•••••• V•••••••• J••• · Chief Financial Officercontrolsince 12/2023 · owns less than 5%
- G••••• S•••••• M•••• · Ownercontrolsince 09/2017 · owns 75% or more
- C•••••• A•••••• M••• · Managing Directorsince 10/2017 · owns less than 5%
- L••••••• M••••••• S••••• · Chief Operating Officersince 09/2017 · owns less than 5%
- S•••••••• G••••• R•••••• · Chief Compliance Officersince 09/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom6 employees
- New York, NY2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing Jun 15, 2026private funds per $1B of RAUM of 114.5 against a peer median of 8.9 (463 comparable advisers, 100.0th percentile, 17.6 robust deviations)peers: asset managers, $500M to $1B (463) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 70 to 90Apr 22, 2025 to Mar 31, 2026
- Pooled vehicle clients · 66 to 90Apr 22, 2025 to Mar 31, 2026
- Private funds · 67 to 81Apr 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $512M to $514MApr 22, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $115M to $194MApr 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $627M to $708MApr 22, 2025 to Mar 31, 2026
- RAUM · $627M to $708MApr 22, 2025 to Mar 31, 2026
- Accounts · 66 to 70Dec 9, 2024 to Apr 22, 2025
- Pooled vehicle clients · 62 to 66Dec 9, 2024 to Apr 22, 2025
- Assets in custody · $422M to $627MDec 9, 2024 to Apr 22, 2025
- Financial planning clients · unset to Dec 9, 2024 to Apr 22, 2025
- HQ city · WILMINGTON to BOCA RATONDec 9, 2024 to Apr 22, 2025
- HQ state · DE to FLDec 9, 2024 to Apr 22, 2025
- Other offices · 2 to 4Dec 9, 2024 to Apr 22, 2025
- Private funds · 61 to 67Dec 9, 2024 to Apr 22, 2025
- Discretionary RAUM · $129M to $512MDec 9, 2024 to Apr 22, 2025
- Non-discretionary RAUM · $204M to $115MDec 9, 2024 to Apr 22, 2025
- Pooled vehicle RAUM · $333M to $627MDec 9, 2024 to Apr 22, 2025
- RAUM · $333M to $627MDec 9, 2024 to Apr 22, 2025
- Accounts · 39 to 66Dec 15, 2023 to Mar 30, 2024
- Advisory employees · 11 to 13Dec 15, 2023 to Mar 30, 2024
- Pooled vehicle clients · 39 to 62Dec 15, 2023 to Mar 30, 2024
- Employees · 11 to 15Dec 15, 2023 to Mar 30, 2024
- Private funds · 39 to 61Dec 15, 2023 to Mar 30, 2024
- Discretionary RAUM · $282M to $129MDec 15, 2023 to Mar 30, 2024
- Non-discretionary RAUM · $140M to $204MDec 15, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $422M to $333MDec 15, 2023 to Mar 30, 2024
- RAUM · $422M to $333MDec 15, 2023 to Mar 30, 2024
- Accounts · 26 to 39Aug 8, 2022 to Mar 31, 2023
- Pooled vehicle clients · 26 to 39Aug 8, 2022 to Mar 31, 2023
- Assets in custody · $243M to $422MAug 8, 2022 to Mar 31, 2023
- Private funds · 25 to 39Aug 8, 2022 to Mar 31, 2023
- Discretionary RAUM · $243M to $282MAug 8, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $0 to $140MAug 8, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $243M to $422MAug 8, 2022 to Mar 31, 2023
- RAUM · $243M to $422MAug 8, 2022 to Mar 31, 2023
Signals
4 dated events
- B•••• W••• A••••••• L•• reported RAUM $627.3M, up 88% from $333.1M (2024-12-09 to 2025-04-22)Apr 22, 2025 · RAUM change · derived
- Jean Veronica Farley (Chief Financial Officer) appeared on Schedule A of B•••• W••• A••••••• L••Dec 15, 2023 · Control person joined · fact
- B•••• W••• A••••••• L•• reported RAUM $422.3M, up 74% from $243.2M (2022-08-08 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- B•••• W••• A••••••• L•• filed its initial SEC registration (Form ADV)Apr 28, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••• W••• A••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B•••• W••• A••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- benchwalk.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 561-448-4441reportedpublic 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