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•••••• I••••••••• A••••••• L•••••
Latest filing Mar 30, 2026
First filing on the tape Dec 3, 2021 · 9 filings
SEC status approved since Jan 3, 2022
RAUM
$18B
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
38
32 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$18B as of Mar 30, 2026
Mar 28, 2024$100,000 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20230 then
Employees (5.A)38 as of Mar 30, 2026
Mar 31, 20230 then
Private funds1 as of Mar 30, 2026
Mar 28, 20241 then
RAUM +145% over the last fiscal yearIARs 0 to 0offices 1 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
- $4.5BderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +145%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
- yesreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- 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)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$18B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4reported
- Financial planning clients
- reported
- 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=true related_bank=true bd_reps=8.0derived
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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••••• P•••••• E••••• S••••••••• F••• L••• | Hedge Fund | $100,000 | 1 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- G•••••• S••••••• K• · Chief Operating Officersince 08/2023 · owns less than 5%
- J••••• C••••••••• J•••• · Chairpersonsince 01/2024 · owns less than 5%
- L•••• E••• · Chief Investment Officersince 11/2023 · owns less than 5%
- M•••••••• T•••••• M•••••• · Presidentsince 01/2024 · owns less than 5%
- P••••• V••••• K•••• · Chief Executive Officersince 04/2024 · owns less than 5%
- S••••••• J•••••• F••• · Chief Compliance Officersince 03/2023 · owns less than 5%
- S••••••• C••••••••• M•••••• · Chief Financial Officersince 07/2022 · owns less than 5%
Entity owners
- B••••••••• I••••••••• H••••• L••••• · Sole Memberdirect · owns 75% or more
- B••••••••• G•••• H••••••• L••• · L•••••• Partnerindirect · owns 75% or more of B••••••••• S••••••••• P••••••• L•••
- B••••••••• H••••••• I• • I• G• L•• · General Partnerindirect · owns F of B••••••••• H••••••• I• L•••
- B••••••••• H••••••• I• L••• · L•••••• Partnerindirect · owns 75% or more of B••••••••• G•••• H••••••• L•••
- B••••••••• I••• · Sole Memberindirect · owns 75% or more of B••••••••• H••••••• I• • I• G• L•• · public reporting company
- B••••••••• S••••••••• P••••••• L••• · Sole Memberindirect · owns 75% or more of B••••••••• I••••••••• H••••• L•••••
Related persons
Schedule D 7.A
- A•• I••••••••• M••••••• L•••investment advisern
- A••••••••• F••••••••• L••broker-dealern
- B••••••••• ••••••••• E••••• I••••••••• M••••••••• C•• L•••investment advisern
- B••••••••• A••••••••• S••••••• C••••• U••investment advisern
- B••••••••• A••••••• I•••• P•••••• L••••••investment advisern
- B••••••••• A••••••• K•••• L••••••investment advisern
- B••••••••• A••••••••• C••••• A••••••• L•investment adviserbanknRAUM $44B
- B••••••••• A•••• B•••• F•••••• A••••••• L•investment advisernRAUM $70B
- B••••••••• C•••••• I••••• L•••investment advisern
- B••••••••• C•• M••••••••• L••investment adviserbanknRAUM $31B
- B••••••••• C••••••••• A••••••• I• L••investment advisernRAUM $45.3M
- B••••••••• C••• E••••• A••••••• L•••••investment advisernRAUM $3.7B
- B••••••••• C••••• B•• A••••••• L••investment adviserbanknRAUM $101B
- B••••••••• C••••• S••••••••• S••••••••• L••investment adviserbanknRAUM $36B
- B••••••••• E••••• F••• M••••••••• S•••••••investment advisern
- B••••••••• E••••• L••investment advisern
- B••••••••• G••••• A••••••• L•••••investment advisernRAUM $10B
- B••••••••• I••••••••• A••••••• L•••••investment adviserbanknRAUM $80B
- B••••••••• I•••••• F••• M••••••••• L••••••investment adviserbanknRAUM $2.5B
- B••••••••• I•••• A••••••• L•••••investment adviserbanknRAUM $184B
- B••••••••• I••••• A••••••• L•••••investment adviserbanknRAUM $8.0B
- B••••••••• L••• S••••••• A••••••• L•••••investment advisernRAUM $13B
- B••••••••• L••••• C••••• A••••••• I• L••investment adviserbanknRAUM $52B
- B••••••••• L••••• C••••• S••••••••• L••investment adviserbanknRAUM $19B
- B••••••••• M••••••••• P••••••• I• L•••••investment advisernRAUM $2.1B
- B••••••••• M••••••••• P••••••• L•••••investment adviserbanknRAUM $146B
- B••••••••• M••••••••• A••••••• L•••••investment adviserbanknRAUM $8.5B
- B••••••••• P•••••• C••••• S••••••••• L••investment adviserbanknRAUM $58B
- B••••••••• P•••••• E••••• S••••••••• A••••••••• L•••pooled vehicle sponsorn
- B••••••••• R••• E••••• A••••••• E••••• L•••investment advisernRAUM $2.8B
Advisers that list B••••••••• P•••••• I••••••••• A••••••• L••••• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Mar 30, 2026insurance affiliate (Item 7.A.10): no on the filing of 2025-03-28, yes on the filing of 2026-03-30peers: ASSET_M••••••, $5B to $20B (684)
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $7,316,483,711 to $17,926,977,863 (+145.0%) between the annual amendments of 2025-03-28 and 2026-03-30; the peer median change was +13.0% (631 comparable advisers, 98.0th percentile of changes)peers: ASSET_M••••••, $5B to $20B (631) · 98% percentile
What changed
consecutive filings, newest first
- Advisory employees · 23 to 32Mar 28, 2025 to Mar 30, 2026
- BD registered reps · 6 to 8Mar 28, 2025 to Mar 30, 2026
- Employees · 26 to 38Mar 28, 2025 to Mar 30, 2026
- Other offices · 1 to 0Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $7.3B to $18BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $7.3B to $18BMar 28, 2025 to Mar 30, 2026
- RAUM · $7.3B to $18BMar 28, 2025 to Mar 30, 2026
- Related insurance company · false to trueMar 28, 2025 to Mar 30, 2026
- Accounts · 2 to 4Apr 29, 2024 to Mar 28, 2025
- Advisory employees · 3 to 23Apr 29, 2024 to Mar 28, 2025
- BD registered reps · 2 to 6Apr 29, 2024 to Mar 28, 2025
- Pooled vehicle clients · 2 to 4Apr 29, 2024 to Mar 28, 2025
- Employees · 4 to 26Apr 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Apr 29, 2024 to Mar 28, 2025
- Other offices · 0 to 1Apr 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $100,000 to $7.3BApr 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $100,000 to $7.3BApr 29, 2024 to Mar 28, 2025
- RAUM · $100,000 to $7.3BApr 29, 2024 to Mar 28, 2025
- Accounts · unset to 2.0Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 0 to 3Mar 31, 2023 to Mar 28, 2024
- BD registered reps · 0 to 2Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 0 to 2Mar 31, 2023 to Mar 28, 2024
- Custody of client assets · false to trueMar 31, 2023 to Mar 28, 2024
- Employees · 0 to 4Mar 31, 2023 to Mar 28, 2024
- Private funds · unset to 1Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · unset to 100000.0Mar 31, 2023 to Mar 28, 2024
- Non-discretionary RAUM · unset to 0.0Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · unset to 100000.0Mar 31, 2023 to Mar 28, 2024
- RAUM · unset to 100000.0Mar 31, 2023 to Mar 28, 2024
- Business name · B••••••••• P•••••• I••••••••• A••••••• L••••• to B••••••••• P•••••• I••••••••• A••••••• L•••••Mar 16, 2022 to Mar 31, 2023
- Charity clients · unset to 0.0Mar 16, 2022 to Mar 31, 2023
- Corporate clients · unset to 0.0Mar 16, 2022 to Mar 31, 2023
- HNW clients · unset to 0.0Mar 16, 2022 to Mar 31, 2023
- Individual clients · unset to 0.0Mar 16, 2022 to Mar 31, 2023
- Pension plan clients · unset to 0.0Mar 16, 2022 to Mar 31, 2023
- Pooled vehicle clients · unset to 0.0Mar 16, 2022 to Mar 31, 2023
- Legal name · B••••••••• P•••••• I••••••••• A••••••• L••••• to B••••••••• P•••••• I••••••••• A••••••• L•••••Mar 16, 2022 to Mar 31, 2023
Signals
2 dated events
- B••••••••• P•••••• I••••••••• A••••••• L••••• reported RAUM $17.9B, up 145% from $7.3B (2025-03-28 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- B••••••••• P•••••• I••••••••• A••••••• L••••• filed its initial SEC registration (Form ADV)Dec 3, 2021 · ria f•••• adv filing · 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/blackstonegroupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- blackstone.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-583-5000reportedpublic 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