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Former SEC-registered adviser

B••••• I•••••••••

Former SEC-registered adviserCRD 314807SEC 801-121395IAPD
Legal name B••••• I••••••••• I••• L••
Latest filing Oct 5, 2023
First filing on the tape May 5, 2021 · 6 filings
RAUM
$199M
reported, Item 5.F
Discretionary
0.0%
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
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$199M as of Mar 15, 2023
Mar 28, 2022$228M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 15, 2023
Mar 28, 20221 then
Employees (5.A)2 as of Mar 15, 2023
Mar 28, 20222 then
Private funds: no history
RAUM -13% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Oct 5, 2023; every figure names its basis
RAUM per advisor
$199MderivedRAUM 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
$15.3MderivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-13%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
portfolio management for individuals, selection of other advisersreportedItem 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
13reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Joined, latest
none on the tape
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • A••••• G••••••• L•••• · Manager / Ccocontrol
      since 04/2021 · owns less than 5%
    • G••• M•••• D•• P•••• · Managing Membercontrol
      since 07/2018 · owns 75% or more of B••••• C••••••••• L••
    Entity owners
    • B••••• C••••••••• L•• · Sole Member
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    • B••••• C••••••••• L•••
      investment advisern
    Advisers that list B••••• I••••••••• as a related person
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Miami, Fl000
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 38 to 13
      Jul 28, 2022 to Mar 15, 2023
    • Non-discretionary RAUM · $228M to $199M
      Jul 28, 2022 to Mar 15, 2023
    • RAUM · $228M to $199M
      Jul 28, 2022 to Mar 15, 2023
    • Accounts · 8 to 38
      Sep 28, 2021 to Mar 28, 2022
    • Non-discretionary RAUM · $217M to $228M
      Sep 28, 2021 to Mar 28, 2022
    • RAUM · $217M to $228M
      Sep 28, 2021 to Mar 28, 2022
    • Accounts · 0 to 8
      May 5, 2021 to Sep 28, 2021
    • Non-discretionary RAUM · $0 to $217M
      May 5, 2021 to Sep 28, 2021
    • RAUM · $0 to $217M
      May 5, 2021 to Sep 28, 2021
    Signals
    2 dated events
    • L•••• F••••••• A••••• G•••••• left B••••• I••••••••• for L••••• B••••• W••••• L•• (registered 2026-02-18)
      Dec 31, 2023 · Advisor changed firm · fact
    • B••••• I••••••••• filed its initial SEC registration (Form ADV)
      May 5, 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.
    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
    Former SEC-registered adviserderiveda 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