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••• O••• C••••••• L••
Latest filing Sep 10, 2026
First filing on the tape Jul 2, 2025 · 4 filings
SEC status approved since Jul 30, 2025
RAUM
$499M
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
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$499M as of Apr 30, 2026
Jul 2, 2025$322M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Jul 2, 20250 then
Employees (5.A)4 as of Apr 30, 2026
Jul 2, 20254 then
Private funds39 as of Apr 30, 2026
Jul 2, 202530 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Sep 10, 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
- $12.8MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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
- yesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$499M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 39reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
28 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V• F•• L• | Private Equity Fund | $19.4M | 4 | Dec 24, 2021 |
| B•• V••••••• X••• L• | Private Equity Fund | $13.2M | 24 | Mar 31, 2023 |
| B•• V••••••• X•• L• | Private Equity Fund | $11.8M | 21 | Mar 29, 2024 |
| B•• A• B•• 1• L•• | Private Equity Fund | $10.0M | 3 | Mar 29, 2024 |
| B•• V••••••• I•• L• | Private Equity Fund | $4.6M | 17 | Mar 31, 2022 |
| B•• V••••••• X• L• | Private Equity Fund | $4.4M | 25 | Mar 31, 2022 |
| B•• V••••••• F••• I• L• | Private Equity Fund | $3.5M | 22 | Dec 24, 2021 |
| B•• V••••••• X••••• L• | Private Equity Fund | $3.3M | 3 | Mar 29, 2024 |
| B•• V••••••• I•••• L• | Private Equity Fund | $3.1M | 32 | Mar 31, 2022 |
| B•• V••••••• X•• L• | Private Equity Fund | $3.1M | 32 | Mar 31, 2022 |
| B•• V••••••• I•••• L• | Private Equity Fund | $2.7M | 38 | Mar 31, 2022 |
| B•• V••••••• F••• I••• L• | Private Equity Fund | $2.6M | 32 | Mar 29, 2024 |
| B•• V••••••• V••• L• | Private Equity Fund | $2.2M | 42 | Dec 24, 2021 |
| B•• V••••••• V• L• | Private Equity Fund | $2.1M | 41 | Dec 24, 2021 |
| B•• V••••••• X•• L• | Private Equity Fund | $2.0M | 1 | Mar 29, 2024 |
| B•• V••••••• I•••• L• | Private Equity Fund | $1.9M | 38 | Mar 31, 2023 |
| B•• V••••••• V•• L• | Private Equity Fund | $1.9M | 18 | Dec 24, 2021 |
| B•• V••••••• I•••• L• | Private Equity Fund | $1.9M | 34 | Mar 31, 2022 |
| B•• V••••••• I•• L• | Private Equity Fund | $1.6M | 15 | Dec 24, 2021 |
| B•• V••••••• V•••• L• | Private Equity Fund | $1.3M | 13 | Dec 24, 2021 |
| B•• V••••••• X••• L• | Private Equity Fund | $1.3M | 8 | Mar 29, 2024 |
| B••• O••• C•••••• F••• •••• L• | Private Equity Fund | $824,608 | 15 | Dec 24, 2021 |
| B•• E••••• V•••••••• L• | Private Equity Fund | $719,211 | 14 | Dec 24, 2021 |
| B•• V••••••• X••• L• | Private Equity Fund | $618,890 | 14 | Mar 31, 2022 |
| B•• V••••••• X•••• L• | Private Equity Fund | $376,812 | 8 | Mar 29, 2024 |
| B•• V••••••• F••• I•••• L• | Private Equity Fund | $312,179 | 12 | Mar 29, 2024 |
| B•• V••••••• I•••• L• | Private Equity Fund | $306,164 | 10 | Mar 31, 2023 |
| B•• V••••••• X•••• L• | Private Equity Fund | $180,000 | 1 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- D• J•••• S••••••••• N•••••• J••••• · Membercontrolsince 03/2022 · owns 25% to 50%
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
- Financial planning clients · to unsetApr 30, 2026 to Sep 10, 2026
- Private funds · 39 to unsetApr 30, 2026 to Sep 10, 2026
- Succession · false to unsetApr 30, 2026 to Sep 10, 2026
- Discretionary RAUM · $442M to $499MMar 30, 2026 to Apr 30, 2026
- Pooled vehicle RAUM · $442M to $499MMar 30, 2026 to Apr 30, 2026
- RAUM · $442M to $499MMar 30, 2026 to Apr 30, 2026
- Accounts · 30 to 39Jul 2, 2025 to Mar 30, 2026
- Pooled vehicle clients · 30 to 39Jul 2, 2025 to Mar 30, 2026
- Private funds · 30 to 39Jul 2, 2025 to Mar 30, 2026
- Discretionary RAUM · $322M to $442MJul 2, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $322M to $442MJul 2, 2025 to Mar 30, 2026
- RAUM · $322M to $442MJul 2, 2025 to Mar 30, 2026
Signals
1 dated events
- B••• O••• C••••••• L•• reported RAUM $441.7M, up 37% from $321.9M (2025-07-02 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- B••• O••• C••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B••• O••• C••••••• L•• · Private Equityshared crd · organization
- B••• O••• C••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/blueopalcapitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- blueopalcapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (917) 576-1825reportedpublic record, Form ADV, Sep 10, 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