DFX Intelligence

RIA Intelligence

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SEC-registered adviser

B•••••• P•••••••• L•

Asset manager (funds and pooled vehicles)New York, New YorkCRD 316147SEC 801-122398website IAPD

Latest filing Jul 6, 2026

First filing on the tape Aug 27, 2021 · 13 filings

SEC status approved since Sep 27, 2021

RAUM

$6.3B

reported, Item 5.F

Discretionary

73%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

14 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

13 filings and snapshots on the tape

RAUM$6.3B as of Jul 6, 2026

Mar 30, 2022$1.5B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Jul 6, 2026

Mar 30, 20220 then

Employees (5.A)22 as of Jul 6, 2026

Mar 30, 20227 then

Private funds12 as of Jul 6, 2026

Mar 30, 20221 then

RAUM +35% over the last fiscal year+18% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jul 6, 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: $524MderivedRAUM over accounts (5.F.2.f)
Discretionary: 73%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: +35%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 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

has discretionary authority over which securities are bought or sold (8.C.1)
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$6.3B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 12reported
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=1.0 institutional_share=0.0 related_bd=false related_bank=true 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

Every departure Every arrival

Private funds

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

Fund	Type	Gross assets	Owners	First reported
B•••••• P•••••• D••• F••• I• L•	Hedge Fund	$2.7B	2	Jan 25, 2022
B•••••• C••••••••• F••• I• L•	Private Equity Fund	$1.4B	2	Feb 2, 2023
B•••••• C••••••••• F••• I• •••••••• A••• L•	Private Equity Fund	$188M	1	Jun 5, 2023

Owners and control persons

Schedule A and B, latest filing

D••••• K••••• L•• · Founder And Managing Partnercontrol
since 07/2021 · owns 25% to 50%
G••••• D•••••• A••••• · Chief Compliance Officer / General Counselcontrol
since 02/2022 · owns less than 5%
V••••••••• S•••••••• E•••••••• · Chief Financial Officercontrol
since 11/2021 · owns less than 5%
D••••• K••••• L•• · Managing Membercontrol
since 07/2021 · owns 50% to 75% of B•••••• C•••••• G• L••

Entity owners

B•••••• C•••••• G• L•• · General Partner
direct · owns less than 5%
B•••••• C••••••• I••••••••• M••••••••• C••••••••• · Agent For Investment
indirect · owns F of I•• P• M• 2••• I•••
I•• P• M• 2••• I••• · Member
indirect · owns 25% to 50% of T••••• I••• L••
T••••• I••• L•• · Limited Partner
direct · owns 50% to 75%
M••••••• O• F•••••• F•• B•••••• C••••••• · Shareholder
indirect · owns 75% or more of B•••••• C••••••• I••••••••• M••••••••• C•••••••••

Related persons

Schedule D 7.A

B•••••• C••••••••• F••• I• G• L••
bankpooled vehicle sponsory
B•••••• P•••••• D••• F••• I• G• L••
bankpooled vehicle sponsory

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

p•••••• fund count surgeChange between filings · filing Mar 31, 2026
private funds (Schedule D 7.B.1) moved from 3.0 to 12.0 (+300.0%) between the annual amendments of 2025-03-17 and 2026-03-31; the peer median change was +3.0% (487 comparable advisers, 100.0th percentile of changes)
peers: asset managers, $5B to $20B (487) · 100% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 3 to 12
Nov 14, 2025 to Mar 31, 2026
Advisory employees · 11 to 14
Nov 14, 2025 to Mar 31, 2026
Pooled vehicle clients · 3 to 12
Nov 14, 2025 to Mar 31, 2026
Employees · 20 to 22
Nov 14, 2025 to Mar 31, 2026
Private funds · 4 to 12
Nov 14, 2025 to Mar 31, 2026
Discretionary RAUM · $2.9B to $4.6B
Nov 14, 2025 to Mar 31, 2026
Non-discretionary RAUM · $1.7B to $1.7B
Nov 14, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $4.7B to $6.3B
Nov 14, 2025 to Mar 31, 2026
RAUM · $4.7B to $6.3B
Nov 14, 2025 to Mar 31, 2026
Financial planning clients · unset to
Mar 17, 2025 to Jul 31, 2025
Private funds · 3 to 4
Mar 17, 2025 to Jul 31, 2025
Employees · 16 to 20
Mar 28, 2024 to Mar 17, 2025
Discretionary RAUM · $2.7B to $2.9B
Mar 28, 2024 to Mar 17, 2025
Non-discretionary RAUM · $1.6B to $1.7B
Mar 28, 2024 to Mar 17, 2025
Pooled vehicle RAUM · $4.3B to $4.7B
Mar 28, 2024 to Mar 17, 2025
RAUM · $4.3B to $4.7B
Mar 28, 2024 to Mar 17, 2025
Advisory employees · 10 to 11
Jun 5, 2023 to Mar 28, 2024
Employees · 15 to 16
Jun 5, 2023 to Mar 28, 2024
Discretionary RAUM · $2.4B to $2.7B
Jun 5, 2023 to Mar 28, 2024
Non-discretionary RAUM · $1.5B to $1.6B
Jun 5, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $4.0B to $4.3B
Jun 5, 2023 to Mar 28, 2024
RAUM · $4.0B to $4.3B
Jun 5, 2023 to Mar 28, 2024
Related bank · false to true
Jun 5, 2023 to Mar 28, 2024
Accounts · 2 to 3
Mar 31, 2023 to Jun 5, 2023
Pooled vehicle clients · 2 to 3
Mar 31, 2023 to Jun 5, 2023
Private funds · 2 to 3
Mar 31, 2023 to Jun 5, 2023
Discretionary RAUM · $2.3B to $2.4B
Mar 31, 2023 to Jun 5, 2023
Non-discretionary RAUM · $1.5B to $1.5B
Mar 31, 2023 to Jun 5, 2023
Pooled vehicle RAUM · $3.8B to $4.0B
Mar 31, 2023 to Jun 5, 2023
RAUM · $3.8B to $4.0B
Mar 31, 2023 to Jun 5, 2023
Accounts · 1 to 2
Feb 2, 2023 to Mar 31, 2023
Advisory employees · 5 to 10
Feb 2, 2023 to Mar 31, 2023
Pooled vehicle clients · 1 to 2
Feb 2, 2023 to Mar 31, 2023
Employees · 7 to 15
Feb 2, 2023 to Mar 31, 2023
Discretionary RAUM · $1.5B to $2.3B
Feb 2, 2023 to Mar 31, 2023
Non-discretionary RAUM · $0 to $1.5B
Feb 2, 2023 to Mar 31, 2023
Pooled vehicle RAUM · $1.5B to $3.8B
Feb 2, 2023 to Mar 31, 2023
RAUM · $1.5B to $3.8B
Feb 2, 2023 to Mar 31, 2023
Private funds · 1 to 2
Apr 21, 2022 to Feb 2, 2023
Discretionary RAUM · $1.5B to $1.5B
Jan 25, 2022 to Mar 30, 2022

Signals

9 dated events

B•••••• P•••••••• L• reported RAUM $6.3B, up 35% from $4.7B (2025-11-14 to 2026-03-31)
Mar 31, 2026 · RAUM change · derived
Clark Heather Mcnally (Head Of Operations) no longer on Schedule A of B•••••• P•••••••• L• (listed 2023-03-31, absent 2023-06-05)
Jun 5, 2023 · Control person left · inference
B•••••• P•••••••• L• reported RAUM $3.8B, up 153% from $1.5B (2023-02-02 to 2023-03-31)
Mar 31, 2023 · RAUM change · derived
Joseph Logan Nicholson (Limited Partner And Co-Founder) no longer on Schedule A of B•••••• P•••••••• L• (listed 2022-04-21, absent 2023-02-02)
Feb 2, 2023 · Control person left · inference
Andrew Daniel Gutin (Chief Compliance Officer / General Counsel) appeared on Schedule A of B•••••• P•••••••• L•
Mar 30, 2022 · Control person joined · fact
Clark Heather Mcnally (Chief Compliance Officer And Head Of Operations) appeared on Schedule A of B•••••• P•••••••• L•
Jan 25, 2022 · Control person joined · fact
Joseph Logan Nicholson (Limited Partner And Co-Founder) appeared on Schedule A of B•••••• P•••••••• L•
Jan 25, 2022 · Control person joined · fact
E Samantha Viglienghi (Chief Financial Officer) appeared on Schedule A of B•••••• P•••••••• L•
Jan 25, 2022 · Control person joined · fact
B•••••• P•••••••• L• filed its initial SEC registration (Form ADV)
Aug 27, 2021 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

B•••••• P•••••••• L• · Independent Sponsors
shared crd · capital_provider
B•••••• P•••••••• L• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Website: B••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 646-993-6293reportedpublic record, Form ADV, Jul 6, 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