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
D•••• I••••••••• G••••
Legal name B••• I••••••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 1, 2022 · 10 filings
SEC status approved since Mar 31, 2022
RAUM
$341M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$341M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$114M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$341M as of Mar 31, 2026
Mar 24, 2023$170M then
HNW client RAUM$341M as of Mar 31, 2026
Mar 24, 2023$170M then
State-registered IARs (5.B.3)3 as of Mar 31, 2026
Mar 24, 20233 then
Employees (5.A)4 as of Mar 31, 2026
Mar 24, 20233 then
Private funds2 as of Mar 31, 2026
Mar 31, 20252 then
RAUM +32% over the last fiscal year+26% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $114MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $15.5MderivedHNW RAUM over HNW clients
- Average account
- $14.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +32%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 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
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$341M100%
- Individuals$197,0690.1%
- Corporations and businesses$23,3830.0%
- Individual clients
- n/areported
- HNW clients
- 22reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 24reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••••• B••• F•••••• | Miami Beach, Fl | Oct 16, 2025 | 27 y | 2 |
| S••••• •• M••••• N•••• D•••• | Miami Beach, Fl | Oct 30, 2025 | 29 y | 2 |
| I••••• M•••• C••• | Miami Beach, Fl | Nov 19, 2025 | 11 y | 3 |
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- I••••• M•••• C••• from R•••••• J•••• F•••••••• S••••••• A•••••••• I••Nov 19, 2025 · Affiliated broker-dealer or bank to independent RIA
- S••••• •• M••••• N•••• D•••• from R•••••• J•••• • A••••••••• I•••Oct 30, 2025 · Affiliated broker-dealer or bank to independent RIA
- C••••• B••• F•••••• from R•••••• J•••• • A••••••••• I•••Oct 16, 2025 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••• I•••••• M•••• · Chief Compliance Officercontrolsince 06/2022 · owns less than 5%
- D••••• S•••••• •• M••••• N•••• · Chief Executive Officercontrolsince 02/2022 · owns less than 5%
- F••••••• C•••••• B••• · Chief Administrative Officercontrolsince 02/2022 · owns less than 5%
- D••••• S•••••• •• M••••• N•••• · Managing Membercontrolsince 02/2022 · owns 75% or more of B••• I••••••••• P•••••••• L••
Entity owners
- B••• I••••••••• P•••••••• L•• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- B••• I••••••••• P••••••• I•• L••pooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami Beach, Fl · principal | 3 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 29 to 24Mar 31, 2025 to Mar 31, 2026
- HNW clients · 29 to 22Mar 31, 2025 to Mar 31, 2026
- Employees · 3 to 4Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $259M to $341MMar 31, 2025 to Mar 31, 2026
- HNW RAUM · $259M to $341MMar 31, 2025 to Mar 31, 2026
- Individual RAUM · $560,569 to $197,069Mar 31, 2025 to Mar 31, 2026
- RAUM · $259M to $341MMar 31, 2025 to Mar 31, 2026
- Accounts · 19 to 29Mar 29, 2024 to Mar 31, 2025
- BD registered reps · 3 to 0Mar 29, 2024 to Mar 31, 2025
- HNW clients · 19 to 29Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0Mar 29, 2024 to Mar 31, 2025
- Private funds · unset to 2Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $0 to $259MMar 29, 2024 to Mar 31, 2025
- HNW RAUM · $231M to $259MMar 29, 2024 to Mar 31, 2025
- Individual RAUM · unset to 560569.0Mar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $231M to $0Mar 29, 2024 to Mar 31, 2025
- RAUM · $231M to $259MMar 29, 2024 to Mar 31, 2025
- Accounts · 16 to 19Mar 24, 2023 to Mar 29, 2024
- HNW clients · 16 to 19Mar 24, 2023 to Mar 29, 2024
- HNW RAUM · $170M to $231MMar 24, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $170M to $231MMar 24, 2023 to Mar 29, 2024
- RAUM · $170M to $231MMar 24, 2023 to Mar 29, 2024
- Accounts · 10 to 16Sep 6, 2022 to Mar 24, 2023
- HNW clients · unset to 16.0Sep 6, 2022 to Mar 24, 2023
- HNW RAUM · $142M to $170MSep 6, 2022 to Mar 24, 2023
- Non-discretionary RAUM · $142M to $170MSep 6, 2022 to Mar 24, 2023
- RAUM · $142M to $170MSep 6, 2022 to Mar 24, 2023
- Accounts · 0 to 10Aug 31, 2022 to Sep 6, 2022
- HNW RAUM · unset to 142388417.0Aug 31, 2022 to Sep 6, 2022
- Non-discretionary RAUM · $0 to $142MAug 31, 2022 to Sep 6, 2022
- RAUM · $0 to $142MAug 31, 2022 to Sep 6, 2022
- Advisory activities · 2 to 3Jul 19, 2022 to Aug 31, 2022
- BD registered reps · 0 to 3Jul 19, 2022 to Aug 31, 2022
- Business name · B••• I••••••••• M••••••••• L•• to D•••• I••••••••• G••••Jul 19, 2022 to Aug 31, 2022
- Employees · 4 to 3Jul 19, 2022 to Aug 31, 2022
- Advisory employees · 2 to 3Jul 12, 2022 to Jul 19, 2022
- Employees · 3 to 4Jul 12, 2022 to Jul 19, 2022
- State-registered IARs · 2 to 3Jul 12, 2022 to Jul 19, 2022
- Advisory employees · 1 to 2Mar 3, 2022 to Jul 12, 2022
- Employees · 2 to 3Mar 3, 2022 to Jul 12, 2022
Signals
2 dated events
- Maria Ileana Cohn (Chief Compliance Officer) appeared on Schedule A of D•••• I••••••••• G••••Jul 12, 2022 · Control person joined · fact
- B••• I••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Mar 1, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- D•••• I••••••••• G•••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- b•••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (305) 433-4250reportedpublic record, Form ADV, Mar 31, 2026
- Contact form
- b•••••.comreportedpublished by the firm, firm site, Sep 16, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $114Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026