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•••••••••
Legal name B•••• C•••••• M••••••••• L•
Latest filing Mar 30, 2026
First filing on the tape Sep 30, 2021 · 12 filings
SEC status approved since Nov 1, 2021
RAUM
$1.4B
reported, Item 5.F
Discretionary
95%
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
19
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$1.4B as of Mar 30, 2026
Mar 31, 2022$506M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20220 then
Employees (5.A)19 as of Mar 30, 2026
Mar 31, 20229 then
Private funds5 as of Mar 30, 2026
Mar 31, 20224 then
RAUM +25% over the last fiscal year+25% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $171MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%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
- +25%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
- $1.4B, 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
- 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$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.4B 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•••• R••• E••••• F••• I•• L••• | Real Estate Fund | $487M | 69 | Sep 30, 2021 |
| B•••• R••• E••••• F••• I••• L• | Real Estate Fund | $433M | 46 | Mar 27, 2024 |
| B•••• R••• E••••• F•••• L••• | Real Estate Fund | $88.4M | 45 | Sep 30, 2021 |
| B•••• C••••• I•• L••• | Real Estate Fund | $51.4M | 5 | Sep 30, 2021 |
| B•••• C••••• I• L••• | Real Estate Fund | $50.0M | 5 | Sep 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- S••••• E•••• S•••• · Managing Directorcontrolsince 03/2018 · owns 75% or more
- J•••• J•• Y••• · Chief Financial Officer And Chief Compliance Officersince 08/2018 · owns less than 5%
Related persons
Schedule D 7.A
- B•••• C••••• G• I• L••pooled vehicle sponsory
- B•••• C••••• G• I•• L••pooled vehicle sponsory
- B•••• G• I•• L••pooled vehicle sponsory
- B•••• G• I••• L••pooled vehicle sponsory
- B•••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 11 to 12May 19, 2025 to Mar 30, 2026
- Assets in custody · $1.1B to $1.4BMay 19, 2025 to Mar 30, 2026
- Employees · 16 to 19May 19, 2025 to Mar 30, 2026
- Private funds · 6 to 5May 19, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.0B to $1.3BMay 19, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $73.8M to $72.3MMay 19, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.1B to $1.4BMay 19, 2025 to Mar 30, 2026
- RAUM · $1.1B to $1.4BMay 19, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 19, 2025
- Accounts · 5 to 8Jan 2, 2025 to Mar 28, 2025
- Advisory employees · 10 to 11Jan 2, 2025 to Mar 28, 2025
- Pooled vehicle clients · 5 to 8Jan 2, 2025 to Mar 28, 2025
- Assets in custody · $436M to $1.1BJan 2, 2025 to Mar 28, 2025
- Employees · 13 to 16Jan 2, 2025 to Mar 28, 2025
- Private funds · 5 to 6Jan 2, 2025 to Mar 28, 2025
- Discretionary RAUM · $1.0B to $1.0BJan 2, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $101M to $73.8MJan 2, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $1.1B to $1.1BJan 2, 2025 to Mar 28, 2025
- RAUM · $1.1B to $1.1BJan 2, 2025 to Mar 28, 2025
- Legal name · B•••• C•••••• M•••••••••, LLC to B•••• C•••••• M••••••••• L•Mar 27, 2024 to Jan 2, 2025
- Organization form · Limited Liability Company to Limited PartnershipMar 27, 2024 to Jan 2, 2025
- Accounts · 4 to 5Aug 30, 2023 to Mar 27, 2024
- Advisory employees · 6 to 10Aug 30, 2023 to Mar 27, 2024
- Pooled vehicle clients · 4 to 5Aug 30, 2023 to Mar 27, 2024
- Assets in custody · $396M to $436MAug 30, 2023 to Mar 27, 2024
- Employees · 10 to 13Aug 30, 2023 to Mar 27, 2024
- Private funds · 4 to 5Aug 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $598M to $1.0BAug 30, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $104M to $101MAug 30, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $702M to $1.1BAug 30, 2023 to Mar 27, 2024
- RAUM · $702M to $1.1BAug 30, 2023 to Mar 27, 2024
- Assets in custody · $407M to $396MOct 28, 2022 to Mar 31, 2023
- Employees · 9 to 10Oct 28, 2022 to Mar 31, 2023
- Discretionary RAUM · $625M to $598MOct 28, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $109M to $104MOct 28, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $735M to $702MOct 28, 2022 to Mar 31, 2023
- RAUM · $735M to $702MOct 28, 2022 to Mar 31, 2023
- Assets in custody · $255M to $407MAug 2, 2022 to Oct 28, 2022
- Discretionary RAUM · $380M to $625MAug 2, 2022 to Oct 28, 2022
- Non-discretionary RAUM · $126M to $109MAug 2, 2022 to Oct 28, 2022
Signals
4 dated events
- B•••• C•••••• M••••••••• reported RAUM $1.1B, up 58% from $702.3M (2023-08-30 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- B•••• C•••••• M••••••••• reported RAUM $734.6M, up 45% from $506.0M (2022-08-02 to 2022-10-28)Oct 28, 2022 · RAUM change · derived
- B•••• C•••••• M••••••••• reported RAUM $506.0M, up 43% from $353.6M (2021-10-01 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- B•••• C•••••• M••••••••• filed its initial SEC registration (Form ADV)Sep 30, 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.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/brasa-capital-management/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- b•••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 310-620-2889reportedpublic record, Form ADV, Mar 30, 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
Across the graphs
B•••• C•••••• M••••••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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