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•••••••• G••••• M••••••••• L•

Asset manager (funds and pooled vehicles)New York, New YorkCRD 316398SEC 801-122664websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Oct 8, 2021 · 9 filings
SEC status approved since Nov 8, 2021
RAUM
$3.5B
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
16
9 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$3.5B as of Mar 31, 2026
Mar 8, 2022$368M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 8, 20220 then
Employees (5.A)16 as of Mar 31, 2026
Mar 8, 20229 then
Private funds5 as of Mar 31, 2026
Mar 8, 20221 then
RAUM +40% over the last fiscal year+112% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Mar 31, 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
$707MderivedRAUM 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
+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, fixed fees, performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$3.1B, 5 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • 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$3.5B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
5reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$3.1B for 5 clientsreported
Compensation
% of AUM, fixed, 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
      Private funds
      5 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • A••••••• P•••• J••••• · Cfo And Coocontrol
        since 09/2021 · owns less than 5%
      • O••••••• R••••• P•••••• T••••• · General Counsel And Ccocontrol
        since 09/2021 · owns less than 5%
      • R•••• C••••••••• D••••• · Limited Partner, Managing Partnercontrol
        since 07/2021 · owns 75% or more
      • R•••• C••••••••• D••••• · Managing Membercontrol
        since 07/2021 · owns 75% or more of B•••••••• G••••• L••
      Entity owners
      • B•••••••• G••••• L•• · General Partner
        direct · owns less than 5%
      • C••••••••• R••• 2••• F••••• T•••• · Limited Partner
        direct · owns 5% to 10%
      • J••• M••••• T•••• C•••••• O• D••••••• · Trustee
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • B•••••••• F••• G• L••
        bankpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 6 to 9
        Feb 3, 2026 to Mar 31, 2026
      • Assets in custody · $2.1B to $3.1B
        Feb 3, 2026 to Mar 31, 2026
      • Employees · 12 to 16
        Feb 3, 2026 to Mar 31, 2026
      • Discretionary RAUM · $2.5B to $3.5B
        Feb 3, 2026 to Mar 31, 2026
      • Pooled vehicle RAUM · $2.5B to $3.5B
        Feb 3, 2026 to Mar 31, 2026
      • RAUM · $2.5B to $3.5B
        Feb 3, 2026 to Mar 31, 2026
      • Other offices · 0 to 1
        Mar 20, 2025 to Feb 3, 2026
      • Advisory employees · 4 to 6
        Feb 1, 2024 to Mar 20, 2025
      • Assets in custody · $708M to $2.1B
        Feb 1, 2024 to Mar 20, 2025
      • Employees · 9 to 12
        Feb 1, 2024 to Mar 20, 2025
      • Financial planning clients · unset to
        Feb 1, 2024 to Mar 20, 2025
      • Discretionary RAUM · $1.2B to $2.5B
        Feb 1, 2024 to Mar 20, 2025
      • Pooled vehicle RAUM · $1.2B to $2.5B
        Feb 1, 2024 to Mar 20, 2025
      • RAUM · $1.2B to $2.5B
        Feb 1, 2024 to Mar 20, 2025
      • Accounts · 1 to 5
        Mar 17, 2023 to Feb 1, 2024
      • Pooled vehicle clients · 1 to 5
        Mar 17, 2023 to Feb 1, 2024
      • Assets in custody · $373M to $708M
        Mar 17, 2023 to Feb 1, 2024
      • Private funds · 1 to 5
        Mar 17, 2023 to Feb 1, 2024
      • Discretionary RAUM · $373M to $1.2B
        Mar 17, 2023 to Feb 1, 2024
      • Pooled vehicle RAUM · $373M to $1.2B
        Mar 17, 2023 to Feb 1, 2024
      • RAUM · $373M to $1.2B
        Mar 17, 2023 to Feb 1, 2024
      • Related bank · false to true
        Mar 17, 2023 to Feb 1, 2024
      • Assets in custody · $368M to $373M
        Mar 10, 2022 to Mar 17, 2023
      • Discretionary RAUM · $368M to $373M
        Mar 10, 2022 to Mar 17, 2023
      • Pooled vehicle RAUM · $368M to $373M
        Mar 10, 2022 to Mar 17, 2023
      • RAUM · $368M to $373M
        Mar 10, 2022 to Mar 17, 2023
      • Accounts · unset to 1.0
        Oct 8, 2021 to Mar 8, 2022
      • Advisory employees · 2 to 4
        Oct 8, 2021 to Mar 8, 2022
      • Pooled vehicle clients · unset to 1.0
        Oct 8, 2021 to Mar 8, 2022
      • Assets in custody · $0 to $368M
        Oct 8, 2021 to Mar 8, 2022
      • Employees · 4 to 9
        Oct 8, 2021 to Mar 8, 2022
      • Discretionary RAUM · unset to 368067741.0
        Oct 8, 2021 to Mar 8, 2022
      • Non-discretionary RAUM · unset to 0.0
        Oct 8, 2021 to Mar 8, 2022
      • Pooled vehicle RAUM · unset to 368067741.0
        Oct 8, 2021 to Mar 8, 2022
      • RAUM · unset to 368067741.0
        Oct 8, 2021 to Mar 8, 2022
      Signals
      4 dated events
      • B•••••••• G••••• M••••••••• L• reported RAUM $3.5B, up 40% from $2.5B (2026-02-03 to 2026-03-31)
        Mar 31, 2026 · RAUM change · derived
      • B•••••••• G••••• M••••••••• L• reported RAUM $2.5B, up 118% from $1.2B (2024-02-01 to 2025-03-20)
        Mar 20, 2025 · RAUM change · derived
      • B•••••••• G••••• M••••••••• L• reported RAUM $1.2B, up 210% from $373.1M (2023-03-17 to 2024-02-01)
        Feb 1, 2024 · RAUM change · derived
      • B•••••••• G••••• M••••••••• L• filed its initial SEC registration (Form ADV)
        Oct 8, 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
      Website
      burkehillglobal.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      2124906760reportedpublic record, Form ADV, Mar 31, 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