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•••• C•••••• G••••• L••
Latest filing May 13, 2026
First filing on the tape Oct 25, 2021 · 9 filings
SEC status approved since Nov 24, 2021
RAUM
$306M
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
6
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
31
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$306M as of May 13, 2026
Mar 31, 2022$183M then
HNW client RAUM$0 as of May 13, 2026
Mar 31, 2022$0 then
State-registered IARs (5.B.3)0 as of May 13, 2026
Mar 31, 20220 then
Employees (5.A)6 as of May 13, 2026
Mar 31, 20224 then
Private funds31 as of May 13, 2026
Mar 31, 202227 then
RAUM +4.5% over the last fiscal year+7.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 13, 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
- $9.9MderivedRAUM 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
- +4.5%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
- $306M, 31 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$306M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 31reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $306M for 31 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
35 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•• R••• E••••• G••••• F••• 4• L• | Real Estate Fund | $58.7M | 35 | Mar 31, 2023 |
| B•• I••••••••• F••• 3• L•• | Real Estate Fund | $30.0M | 94 | Oct 25, 2021 |
| B•• B••••••• L•• | Real Estate Fund | $14.9M | 73 | Oct 25, 2021 |
| B•• A•••• L•• | Real Estate Fund | $11.8M | 71 | Oct 25, 2021 |
| B•• D•••••• L•• | Real Estate Fund | $11.3M | 91 | Mar 31, 2022 |
| B•• L•••• I••••••••• L•• | Real Estate Fund | $10.0M | 89 | Mar 31, 2023 |
| B•• F•••••••• | Real Estate Fund | $9.4M | 70 | Oct 25, 2021 |
| B•• A•••••••• L•• | Real Estate Fund | $8.9M | 94 | Mar 25, 2024 |
| B•• A•••• F••• I• L••no longer reported | Real Estate Fund | $8.8M | 34 | Oct 25, 2021 |
| B•• T•••••• L•• | Real Estate Fund | $8.4M | 67 | Oct 25, 2021 |
| B•• E••••• L•• | Real Estate Fund | $8.3M | 76 | Oct 25, 2021 |
| B•• M••••• H•••••• L•• | Real Estate Fund | $8.2M | 49 | Oct 25, 2021 |
| B•• A••••••• L•• | Real Estate Fund | $8.0M | 79 | Oct 25, 2021 |
| B•• T••••• L•• | Real Estate Fund | $8.0M | 74 | Mar 25, 2024 |
| B•• W••••••••• L•• | Real Estate Fund | $8.0M | 70 | Oct 25, 2021 |
| B•• R•• M•••••••• L•• | Real Estate Fund | $7.9M | 57 | Oct 25, 2021 |
| B•• K••••••••• L•• | Real Estate Fund | $7.8M | 60 | Mar 31, 2023 |
| B•• P•••• L•• | Real Estate Fund | $7.5M | 68 | Oct 25, 2021 |
| B•• S••••••••• C•• L•• | Real Estate Fund | $6.8M | 36 | Oct 25, 2021 |
| B•• N••••• D•••••• L•• | Real Estate Fund | $6.4M | 51 | Oct 25, 2021 |
| B•• L•••••• L•• | Real Estate Fund | $6.3M | 27 | Mar 31, 2022 |
| B•• H•••••••• L•• | Real Estate Fund | $6.1M | 53 | Oct 25, 2021 |
| B•• S•••••••• L•• | Real Estate Fund | $5.4M | 44 | Oct 25, 2021 |
| B•• V•••••••• L•• | Real Estate Fund | $5.0M | 53 | Oct 25, 2021 |
| B•• L•••••• L•• | Real Estate Fund | $4.4M | 56 | Mar 31, 2023 |
| B•• S•••• L•• | Real Estate Fund | $4.4M | 36 | Oct 25, 2021 |
| B•• 1•••• L••no longer reported | Real Estate Fund | $4.0M | 8 | Oct 25, 2021 |
| B•• W•••••••• L•• | Real Estate Fund | $4.0M | 26 | Oct 25, 2021 |
| B•• I••••••••• F••• I• L•• | Real Estate Fund | $3.5M | 52 | Oct 25, 2021 |
| B•• I••••••••• F••• 2• L•• | Real Estate Fund | $3.5M | 44 | Oct 25, 2021 |
| B•• T•••••• L•• | Real Estate Fund | $2.6M | 53 | Oct 25, 2021 |
| B•• W•••••••• C•• L••no longer reported | Real Estate Fund | $2.2M | 31 | Oct 25, 2021 |
| B•• F•••••••• L•• | Real Estate Fund | $845,000 | 15 | Oct 25, 2021 |
| O•• K••••••• L•• | Real Estate Fund | $250,000 | 5 | Oct 25, 2021 |
| B•• W••••••••• L•• | Real Estate Fund | $250,000 | 8 | Oct 25, 2021 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• M•••••• · Partner, Chief Investment Officer And Chief Compliance Officercontrolsince 07/2021 · owns less than 5%
- B•••••• E•••• G••••••• · Ownercontrolsince 01/2016 · owns 50% to 75%
- B•••••• S••••• D•••• · Managing Partnercontrolsince 01/2016 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 32 to 31Oct 14, 2025 to Mar 31, 2026
- Advisory employees · 3 to 2Oct 14, 2025 to Mar 31, 2026
- Pooled vehicle clients · 32 to 31Oct 14, 2025 to Mar 31, 2026
- Assets in custody · $293M to $306MOct 14, 2025 to Mar 31, 2026
- Employees · 5 to 6Oct 14, 2025 to Mar 31, 2026
- Private funds · 32 to 31Oct 14, 2025 to Mar 31, 2026
- Discretionary RAUM · $293M to $306MOct 14, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $293M to $306MOct 14, 2025 to Mar 31, 2026
- RAUM · $293M to $306MOct 14, 2025 to Mar 31, 2026
- Advisory employees · 2 to 3Mar 25, 2024 to Mar 31, 2025
- Assets in custody · $265M to $293MMar 25, 2024 to Mar 31, 2025
- Employees · 4 to 5Mar 25, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 25, 2024 to Mar 31, 2025
- Discretionary RAUM · $287M to $293MMar 25, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $287M to $293MMar 25, 2024 to Mar 31, 2025
- RAUM · $287M to $293MMar 25, 2024 to Mar 31, 2025
- Accounts · 30 to 32Mar 31, 2023 to Mar 25, 2024
- Pooled vehicle clients · 30 to 32Mar 31, 2023 to Mar 25, 2024
- Assets in custody · $228M to $265MMar 31, 2023 to Mar 25, 2024
- Private funds · 30 to 32Mar 31, 2023 to Mar 25, 2024
- Discretionary RAUM · $245M to $287MMar 31, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $245M to $287MMar 31, 2023 to Mar 25, 2024
- RAUM · $245M to $287MMar 31, 2023 to Mar 25, 2024
- Accounts · 27 to 30Aug 26, 2022 to Mar 31, 2023
- Pooled vehicle clients · 27 to 30Aug 26, 2022 to Mar 31, 2023
- Assets in custody · $178M to $228MAug 26, 2022 to Mar 31, 2023
- Private funds · 27 to 30Aug 26, 2022 to Mar 31, 2023
- Discretionary RAUM · $183M to $245MAug 26, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $183M to $245MAug 26, 2022 to Mar 31, 2023
- RAUM · $183M to $245MAug 26, 2022 to Mar 31, 2023
- Assets in custody · $184M to $178MOct 25, 2021 to Mar 31, 2022
- Discretionary RAUM · $184M to $183MOct 25, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $184M to $183MOct 25, 2021 to Mar 31, 2022
- RAUM · $184M to $183MOct 25, 2021 to Mar 31, 2022
Signals
1 dated events
- B•••• C•••••• G••••• L•• filed its initial SEC registration (Form ADV)Oct 25, 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
- Firm profile
- linkedin.com/company/bisoncapitalgroupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- b•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 405-510-0730reportedpublic record, Form ADV, May 13, 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•••• C•••••• G••••• 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.
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