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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B•••••• P•••••••• L••
Latest filing Mar 29, 2026
First filing on the tape Aug 11, 2022 · 14 filings
SEC status approved since Sep 12, 2022
RAUM
$3.2B
reported, Item 5.F
Discretionary
41%
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
14
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$3.2B as of Mar 29, 2026
Mar 23, 2023$1.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 29, 2026
Mar 23, 20230 then
Employees (5.A)14 as of Mar 29, 2026
Mar 23, 20238 then
Private funds8 as of Mar 29, 2026
Mar 29, 20244 then
RAUM +40% over the last fiscal year+28% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 29, 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
- $360MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 41%derivedof RAUM
- Institutional
- 59%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +40%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 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
- 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
- Insurance companies$1.9B59%
- Pooled investment vehicles$1.3B41%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.41 institutional_share=0.59 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••••• A••••••••• I•• L• | Private Equity Fund | $90.2M | 38 | Mar 29, 2024 |
| P•• A••••• C••••••••• L• | Private Equity Fund | $35.1M | 2 | Mar 29, 2024 |
| B•••••• A••••••••• I•••• L• | Private Equity Fund | $29.2M | 3 | Mar 29, 2024 |
| T•• C•••••••• I• L• | Private Equity Fund | $5.2M | 2 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- S••••••••• B••••••• T•••••••• · Ceo & Managing Partnercontrolsince 02/2021 · owns less than 5%
- V••••• L••••• · Chief Compliance Officer & Chief Financial Officercontrolsince 10/2023 · owns less than 5%
- S••••••••• B••••••• T•••••••• · Managing Membercontrolsince 02/2021 · owns 75% or more of B•••••• M•••••• L••
Entity owners
- B•••••• H••••••• L•• · Managing Memberdirect · owns 75% or more
- B•••••• M••••••••• L•• · Managing Memberindirect · owns 75% or more of B•••••• H••••••• L••
- B•••••• M•••••• L•• · Managing Memberindirect · owns 75% or more of B•••••• M••••••••• L••
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Hobe Sound, FL
What changed
consecutive filings, newest first
- Advisory employees · 7 to 8Sep 9, 2025 to Mar 29, 2026
- Employees · 10 to 14Sep 9, 2025 to Mar 29, 2026
- Discretionary RAUM · $808M to $1.3BSep 9, 2025 to Mar 29, 2026
- Non-discretionary RAUM · $1.5B to $1.9BSep 9, 2025 to Mar 29, 2026
- Pooled vehicle RAUM · $808M to $1.3BSep 9, 2025 to Mar 29, 2026
- RAUM · $2.3B to $3.2BSep 9, 2025 to Mar 29, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 2, 2025
- Accounts · 4 to 9May 3, 2024 to Mar 31, 2025
- Advisory employees · 5 to 7May 3, 2024 to Mar 31, 2025
- Pooled vehicle clients · 3 to 8May 3, 2024 to Mar 31, 2025
- Employees · 8 to 10May 3, 2024 to Mar 31, 2025
- Private funds · 3 to 8May 3, 2024 to Mar 31, 2025
- Discretionary RAUM · $125M to $808MMay 3, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $1.4B to $1.5BMay 3, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $125M to $808MMay 3, 2024 to Mar 31, 2025
- RAUM · $1.6B to $2.3BMay 3, 2024 to Mar 31, 2025
- Accounts · 5 to 4Mar 29, 2024 to May 3, 2024
- Pooled vehicle clients · 4 to 3Mar 29, 2024 to May 3, 2024
- Private funds · 4 to 3Mar 29, 2024 to May 3, 2024
- Discretionary RAUM · $160M to $125MMar 29, 2024 to May 3, 2024
- Pooled vehicle RAUM · $160M to $125MMar 29, 2024 to May 3, 2024
- RAUM · $1.6B to $1.6BMar 29, 2024 to May 3, 2024
- Accounts · 1 to 5Nov 10, 2023 to Mar 29, 2024
- Advisory activities · 1 to 2Nov 10, 2023 to Mar 29, 2024
- Pooled vehicle clients · unset to 4.0Nov 10, 2023 to Mar 29, 2024
- Private funds · unset to 4Nov 10, 2023 to Mar 29, 2024
- Discretionary RAUM · $0 to $160MNov 10, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $1.5B to $1.4BNov 10, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · unset to 159647123.0Nov 10, 2023 to Mar 29, 2024
- RAUM · $1.5B to $1.6BNov 10, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $1.6B to $1.5BSep 16, 2022 to Mar 23, 2023
- RAUM · $1.6B to $1.5BSep 16, 2022 to Mar 23, 2023
Signals
7 dated events
- B•••••• P•••••••• L•• reported RAUM $3.2B, up 40% from $2.3B (2025-09-09 to 2026-03-29)Mar 29, 2026 · RAUM change · derived
- B•••••• P•••••••• L•• reported RAUM $2.3B, up 47% from $1.6B (2024-05-03 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Largim Vinca (Chief Compliance Officer) appeared on Schedule A of B•••••• P•••••••• L••Nov 10, 2023 · Control person joined · fact
- Jay Ethan Wang (Chief Compliance Officer) no longer on Schedule A of B•••••• P•••••••• L•• (listed 2023-05-23, absent 2023-11-10)Nov 10, 2023 · Control person left · inference
- Jay Ethan Wang (Chief Compliance Officer) appeared on Schedule A of B•••••• P•••••••• L••May 23, 2023 · Control person joined · fact
- Nmn Samir Mohin (Cfo, Coo) no longer on Schedule A of B•••••• P•••••••• L•• (listed 2023-05-23, absent 2023-05-23)May 23, 2023 · Control person left · inference
- B•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Aug 11, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B•••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B•••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bharcap-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- b••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 203-489-7770reportedpublic record, Form ADV, Mar 29, 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
- Other 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