DFX Intelligence

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Former SEC-registered adviser

B••• H•••• I•••••••••

Former SEC-registered adviserCRD 315181SEC 801-121601IAPD

Legal name B••• H•••• I••••••••• I••

Latest filing Mar 31, 2025

First filing on the tape May 26, 2021 · 9 filings

SEC status approved since Jun 25, 2021

RAUM

$43.7M

reported, Item 5.F

Discretionary

98%

of RAUM

Private clients

75%

$32.6M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

1 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

9 filings and snapshots on the tape

RAUM$43.7M as of Mar 31, 2025

Mar 31, 2022$27.6M then

HNW client RAUM$32.6M as of Mar 31, 2025

Mar 31, 2022$27.0M then

State-registered IARs (5.B.3)1 as of Mar 31, 2025

Mar 31, 20220 then

Employees (5.A)3 as of Mar 31, 2025

Mar 31, 20224 then

Private funds2 as of Mar 31, 2025

Apr 4, 20232 then

RAUM -23% over the last fiscal year+17% a year over threeIARs 2 to 1

Practice profile

derived from the filing of Mar 31, 2025; every figure names its basis

RAUM per advisor: $43.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: $509,386derivedHNW RAUM over HNW clients
Average account: $567,726derivedRAUM over accounts (5.F.2.f)
Discretionary: 98%derivedof RAUM
Institutional: 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 3.0derivedItem 5.A over advisors
Advisors per office: 1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: -23%derivedbetween the last two annual amendments
Advisor growth, one year: -50%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 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)
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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$32.6M75%
Corporations and businesses$5.8M13%
Pooled investment vehicles$5.0M11%
Charitable organizations$344,2600.8%

Individual clients: n/areported
HNW clients: 64reported
Pension plan clients: n/areported
Charitable clients: 1reported
Accounts: 77reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, performancereported
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

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

2 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
B••• H•••• S••••••••• I••••••••• Q• F•••	Other Private Fund	$3.5M	22	Apr 4, 2023
B••• H•••• S••••••••• I••••••••• F•••	Other Private Fund	$2.5M	30	Apr 4, 2023

Owners and control persons

Schedule A and B, latest filing

P••••••• T••••••• M•••••• · Principal And Chief Compliance Officercontrol
since 06/2021 · owns 75% or more

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 · 76 to 77
Mar 28, 2024 to Mar 31, 2025
Advisory employees · 2 to 1
Mar 28, 2024 to Mar 31, 2025
HNW clients · 65 to 64
Mar 28, 2024 to Mar 31, 2025
Pooled vehicle clients · 1 to 3
Mar 28, 2024 to Mar 31, 2025
Employees · 4 to 3
Mar 28, 2024 to Mar 31, 2025
Financial planning clients · unset to
Mar 28, 2024 to Mar 31, 2025
HQ city · unset to
Mar 28, 2024 to Mar 31, 2025
HQ state · unset to
Mar 28, 2024 to Mar 31, 2025
State-registered IARs · 2 to 1
Mar 28, 2024 to Mar 31, 2025
Discretionary RAUM · $56.3M to $43.0M
Mar 28, 2024 to Mar 31, 2025
HNW RAUM · $39.4M to $32.6M
Mar 28, 2024 to Mar 31, 2025
Non-discretionary RAUM · $736,465 to $763,911
Mar 28, 2024 to Mar 31, 2025
Pooled vehicle RAUM · $2.4M to $5.0M
Mar 28, 2024 to Mar 31, 2025
RAUM · $57.0M to $43.7M
Mar 28, 2024 to Mar 31, 2025
Accounts · 60 to 76
Apr 5, 2023 to Mar 28, 2024
Advisory activities · 1 to 2
Apr 5, 2023 to Mar 28, 2024
BD registered reps · 0 to 1
Apr 5, 2023 to Mar 28, 2024
Corporate clients · 13 to 9
Apr 5, 2023 to Mar 28, 2024
HNW clients · 44 to 65
Apr 5, 2023 to Mar 28, 2024
Insurance-licensed employees · 0 to 1
Apr 5, 2023 to Mar 28, 2024
State-registered IARs · 0 to 2
Apr 5, 2023 to Mar 28, 2024
Discretionary RAUM · $72.5M to $56.3M
Apr 5, 2023 to Mar 28, 2024
HNW RAUM · $49.1M to $39.4M
Apr 5, 2023 to Mar 28, 2024
Non-discretionary RAUM · $3.8M to $736,465
Apr 5, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $2.4M to $2.4M
Apr 5, 2023 to Mar 28, 2024
RAUM · $76.3M to $57.0M
Apr 5, 2023 to Mar 28, 2024
Related broker-dealer · true to false
Apr 5, 2023 to Mar 28, 2024
Accounts · 26 to 60
Mar 31, 2022 to Apr 4, 2023
Charity clients · unset to 1.0
Mar 31, 2022 to Apr 4, 2023
Corporate clients · unset to 13.0
Mar 31, 2022 to Apr 4, 2023
HNW clients · 24 to 44
Mar 31, 2022 to Apr 4, 2023
Pooled vehicle clients · unset to 1.0
Mar 31, 2022 to Apr 4, 2023
Private funds · unset to 2
Mar 31, 2022 to Apr 4, 2023
Discretionary RAUM · $27.6M to $72.5M
Mar 31, 2022 to Apr 4, 2023
HNW RAUM · $27.0M to $49.1M
Mar 31, 2022 to Apr 4, 2023
Non-discretionary RAUM · $0 to $3.8M
Mar 31, 2022 to Apr 4, 2023
Pooled vehicle RAUM · unset to 2373006.0
Mar 31, 2022 to Apr 4, 2023
RAUM · $27.6M to $76.3M
Mar 31, 2022 to Apr 4, 2023
Related broker-dealer · false to true
Mar 31, 2022 to Apr 4, 2023
Accounts · 0 to 26
Sep 22, 2021 to Mar 31, 2022

Signals

4 dated events

B••• H•••• I••••••••• no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $43.7M)
Jan 2, 2026 · Left the SEC roster · derived
B••• H•••• I••••••••• reported RAUM $0, down 100% from $129.2M (2021-06-08 to 2021-09-20)
Sep 20, 2021 · RAUM change · derived
Michael Timothy Pynchon (President) appeared on Schedule A of B••• H•••• I•••••••••
Jun 8, 2021 · Control person joined · fact
B••• H•••• I••••••••• filed its initial SEC registration (Form ADV)
May 26, 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