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••••• M••••••••• L••
Latest filing May 11, 2026
First filing on the tape Jun 26, 2024 · 4 filings
SEC status approved since Aug 2, 2024
RAUM
$713M
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
15
6 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
8
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$713M as of May 11, 2026
Apr 29, 2025$656M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 11, 2026
Apr 29, 20250 then
Employees (5.A)15 as of May 11, 2026
Apr 29, 202515 then
Private funds8 as of May 11, 2026
Apr 29, 20257 then
RAUM +8.7% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 11, 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
- $89.1MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.7%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
- $713M, 8 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$713M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $713M for 8 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B• C•••••• 3• G••• • C•• K• | Venture Capital Fund | $172M | 26 | Jun 26, 2024 |
| B• C•••••• 1• G••• • C•• K• | Other Private Fund | $167M | 24 | Mar 2, 2016 |
| B• C•••••• 1• A••••••••• G••• • C•• K• | Other Private Fund | $128M | 28 | Mar 31, 2023 |
| B• C•••••• 2• G••• • C•• K• | Venture Capital Fund | $105M | 16 | Mar 27, 2019 |
| B••••••• C••••• 1• L••• | Other Private Fund | $89.9M | 17 | Oct 2, 2023 |
| B••••••• C••••• 2• L••• | Other Private Fund | $6.3M | 10 | Oct 2, 2023 |
| B••••••• C••••• 2• ••••••••• L• | Other Private Fund | $133,316 | 1 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- F•••••• C•••• E••• · Manager, Membercontrolsince 05/2021 · owns 10% to 25%
- O••••••• C•••••• B•••• · Membercontrolsince 05/2021 · owns 25% to 50%
- W•••••••• J••••• D••••• · Membercontrolsince 05/2021 · owns 25% to 50%
- H•••••• K••••• J•••••• · Chief Compliance Officersince 06/2024 · owns less than 5%
Related persons
Schedule D 7.A
- B••••••• C••••• 1• G•• L•••pooled vehicle sponsorn
- B••••••• C••••• 2• G•• L•••pooled vehicle sponsorn
- B• C•••••• 1• G• G•••pooled vehicle sponsorn
- B• C•••••• 2• G• G•••pooled vehicle sponsorn
- B• C•••••• 3• G• G•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Munich, Germany2 employees
- , 1 employees
- Boston, MA1 employees
What changed
consecutive filings, newest first
- Accounts · 7 to 8Apr 29, 2025 to Mar 24, 2026
- Advisory employees · 7 to 6Apr 29, 2025 to Mar 24, 2026
- Pooled vehicle clients · 7 to 8Apr 29, 2025 to Mar 24, 2026
- Assets in custody · $656M to $713MApr 29, 2025 to Mar 24, 2026
- Private funds · 7 to 8Apr 29, 2025 to Mar 24, 2026
- Discretionary RAUM · $656M to $713MApr 29, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $656M to $713MApr 29, 2025 to Mar 24, 2026
- RAUM · $656M to $713MApr 29, 2025 to Mar 24, 2026
- Accounts · 6 to 7Jun 26, 2024 to Apr 29, 2025
- Advisory employees · 8 to 7Jun 26, 2024 to Apr 29, 2025
- Pooled vehicle clients · 6 to 7Jun 26, 2024 to Apr 29, 2025
- Assets in custody · $747M to $656MJun 26, 2024 to Apr 29, 2025
- Employees · 24 to 15Jun 26, 2024 to Apr 29, 2025
- Financial planning clients · 0 to 0Jun 26, 2024 to Apr 29, 2025
- Private funds · 12 to 7Jun 26, 2024 to Apr 29, 2025
- Discretionary RAUM · $747M to $656MJun 26, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $747M to $656MJun 26, 2024 to Apr 29, 2025
- RAUM · $747M to $656MJun 26, 2024 to Apr 29, 2025
Signals
1 dated events
- B• C••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 26, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B• C••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company.blueyard-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- knowledge.blueyard.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 917-561-4905reportedpublic record, Form ADV, May 11, 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