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••••••••• L••
Latest filing Apr 29, 2026
First filing on the tape Jun 16, 2022 · 12 filings
SEC status approved since Jul 15, 2022
RAUM
$24B
reported, Item 5.F
Discretionary
0.8%
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
21
21 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
13
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$24B as of Apr 29, 2026
Mar 31, 2023$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 31, 20230 then
Employees (5.A)21 as of Apr 29, 2026
Mar 31, 202323 then
Private funds13 as of Apr 29, 2026
Mar 31, 202310 then
RAUM +52% over the last fiscal year+184% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Apr 29, 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
- $403MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.8%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
- +52%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- otherreportedItem 5.E
- Advisory activities
- otherreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$24B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 60reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- 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
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B• V• •• L• | Private Equity Fund | $743M | 12 | Jun 16, 2022 |
| B• V• •• L• | Private Equity Fund | $742M | 8 | Jun 16, 2022 |
| B• V• •• L• | Private Equity Fund | $219M | 4 | Jun 16, 2022 |
| B••••••••• C••••• A• F••• S••• | Private Equity Fund | $219M | 2 | Jun 16, 2022 |
| B••••••••• C••••• M•• S•• S••• | Private Equity Fund | $216M | 5 | Jun 16, 2022 |
| B• V• •• L• | Private Equity Fund | $202M | 5 | Jun 16, 2022 |
| B••••••••• C••••• P• S•• S••• | Private Equity Fund | $92.8M | 1 | Mar 27, 2024 |
| B••••••••• E••••• V•• A• S••• | Private Equity Fund | $86.5M | 60 | Mar 31, 2023 |
| B••••••••• E••••• V•• B• L•no longer reported | Private Equity Fund | $37.3M | 9 | Mar 31, 2023 |
| B••••••••• C••••• O••••••••• I• C••••••••• S••• | Private Equity Fund | $23.2M | 2 | Jun 16, 2022 |
| B••••••••• V•• N•••• C••••••••• L• | Private Equity Fund | $357,607 | 3 | Mar 27, 2024 |
| W•••••• S••••• V•• C••••••••• N••• L• | Private Equity Fund | $255,452 | 1 | Mar 27, 2024 |
| B••••••••• V•• H••••• C••••••••• L• | Private Equity Fund | $76,636 | 1 | Mar 27, 2024 |
| B••••••••• E••••• V•• E• L• | Private Equity Fund | $0 | 0 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- E•••••••• S••••••• G••••• · D•••••Orcontrolsince 06/2022 · owns less than 5%
- P••• J••••• J• · Chief Compliance Officercontrolsince 06/2022 · owns less than 5%
- S••••• A•••••• W••••••• · D•••••Orcontrolsince 06/2022 · owns less than 5%
Entity owners
- B••••••••• U• H••••••• L•••••• · Shareholderdirect · owns 75% or more
- B••••••••• A••••••• E••••• L•••••• · Shareholderindirect · owns 75% or more of B••••••••• U• H••••••• L••••••
- B••••••••• A••••••• G•••• L•••••• · Shareholderindirect · owns 75% or more of B••••••••• A••••••• H•••••••
- B••••••••• A••••••• H••••••• · Shareholderindirect · owns 75% or more of B••••••••• A••••••• E••••• L••••••
- B••••••••• G•••• H••••••• L•••••• · Shareholderindirect · owns 75% or more of B••••••••• A••••••• G•••• L••••••
- B••••••••• G•••• P•• · L•••••• Partnerindirect · owns 25% to 50% of B••••••••• O• L•
- B••••••••• G•••• P•• · Shareholderindirect · owns 75% or more of B••••••••• U• H••••• L••••••
- B••••••••• G•••• P•• · Shareholderindirect · owns 75% or more of B••••••••• U• H••••• 2• L••••••
- B••••••••• G•••• P•• · Shareholderindirect · owns 75% or more of B••••••••• O• G• L••••••
- B••••••••• O• G• L•••••• · G•••••• Partnerindirect · owns F of B••••••••• O• L•
- B••••••••• O• L• · Shareholderindirect · owns 75% or more of B••••••••• G•••• H••••••• L••••••
- B••••••••• U• H••••• L•••••• · L•••••• Partnerindirect · owns 25% to 50% of B••••••••• O• L•
- B••••••••• U• H••••• 2• L•••••• · Shareholderindirect · owns 75% or more of B••••••••• U• H••••• L••••••
- B••••••••• U• H••••• L•••••• · L•••••• Partnerindirect · owns 25% to 50% of B••••••••• O• L•
Related persons
Schedule D 7.A
- B• I• G• L•pooled vehicle sponsorn
- B•• G• L•pooled vehicle sponsorn
- B•• I• G• L•pooled vehicle sponsorn
- B•• I•• G• L••pooled vehicle sponsorn
- B•• I• G• L•pooled vehicle sponsorn
- B•• V• G• L••pooled vehicle sponsorn
- B•• V• S•••pooled vehicle sponsorn
- B••• I• G• L•pooled vehicle sponsorn
- B• V• G• L•pooled vehicle sponsorn
- B•• I• G• L•pooled vehicle sponsorn
- B•• G• L••pooled vehicle sponsorn
- B••••••••• A••••••• I• L••••••pooled vehicle sponsorn
- B••••••••• A••••••• L••••••investment adviserbankn
- B••••••••• C••••• A• G• S•• R•••pooled vehicle sponsorn
- B••••••••• C••••• A••••••• U• L••••••investment advisern
- B••••••••• C••••• E••••• G• S•• R•••pooled vehicle sponsorn
- B••••••••• C••••• F•••••investment advisern
- B••••••••• C••••• L••••••investment adviserbankn
- B••••••••• C••••• M•• G• S•• R•••pooled vehicle sponsorn
- B••••••••• C••••• O••••••••• I• G• L•pooled vehicle sponsorn
- B••••••••• C••••• O••••••••• I•• G• L•pooled vehicle sponsorn
- B••••••••• C••••• O••••••••• I• G• S•• R•••pooled vehicle sponsorn
- B••••••••• C••••• O••••••••• I• G• S•• R•••pooled vehicle sponsorn
- B••••••••• C••••• S••••••• S•• R•••bankn
- B••••••••• C••••• S••••••• S•••investment advisern
- B••••••••• D••••• L•••••• I• G• S•• R•••pooled vehicle sponsorn
- B••••••••• D••••• L•••••• I•• G• S•• R•••pooled vehicle sponsorn
- B••••••••• D••••• L•••••• I• G• S•• R•••pooled vehicle sponsorn
- B••••••••• E••••• I•• G• L•pooled vehicle sponsorn
- B••••••••• E••••• I• G•••••• P•••••• •• L•pooled vehicle sponsorn
Advisers that list B••••••••• L•• as a related person
- 155020 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Apr 29, 2026discretionary share of RAUM of 1% against a peer median of 100% (512 comparable advisers, 1.0th percentile, 33.4 robust deviations)peers: asset managers, $20B and over (512) · 0.8% percentile
What changed
consecutive filings, newest first
- Accounts · 59 to 60Mar 30, 2026 to Apr 29, 2026
- Pooled vehicle clients · 59 to 60Mar 30, 2026 to Apr 29, 2026
- Non-discretionary RAUM · $24B to $24BMar 30, 2026 to Apr 29, 2026
- Pooled vehicle RAUM · $24B to $24BMar 30, 2026 to Apr 29, 2026
- RAUM · $24B to $24BMar 30, 2026 to Apr 29, 2026
- Accounts · 42 to 59Feb 4, 2026 to Mar 30, 2026
- Advisory employees · 18 to 21Feb 4, 2026 to Mar 30, 2026
- Pooled vehicle clients · 42 to 59Feb 4, 2026 to Mar 30, 2026
- Employees · 18 to 21Feb 4, 2026 to Mar 30, 2026
- Private funds · 14 to 13Feb 4, 2026 to Mar 30, 2026
- Discretionary RAUM · $0 to $199MFeb 4, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $16B to $24BFeb 4, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $16B to $24BFeb 4, 2026 to Mar 30, 2026
- RAUM · $16B to $24BFeb 4, 2026 to Mar 30, 2026
- Other offices · 0 to 1Apr 29, 2025 to Feb 4, 2026
- Accounts · 38 to 42Oct 4, 2024 to Apr 29, 2025
- Advisory employees · 24 to 18Oct 4, 2024 to Apr 29, 2025
- Pooled vehicle clients · 38 to 42Oct 4, 2024 to Apr 29, 2025
- Employees · 24 to 18Oct 4, 2024 to Apr 29, 2025
- Financial planning clients · unset to Oct 4, 2024 to Apr 29, 2025
- Private funds · 13 to 14Oct 4, 2024 to Apr 29, 2025
- Non-discretionary RAUM · $1.2B to $16BOct 4, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $1.2B to $16BOct 4, 2024 to Apr 29, 2025
- RAUM · $1.2B to $16BOct 4, 2024 to Apr 29, 2025
- Accounts · 29 to 38Apr 28, 2023 to Mar 27, 2024
- Advisory employees · 23 to 24Apr 28, 2023 to Mar 27, 2024
- Pooled vehicle clients · 29 to 38Apr 28, 2023 to Mar 27, 2024
- Employees · 23 to 24Apr 28, 2023 to Mar 27, 2024
- Private funds · 10 to 13Apr 28, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $11B to $1.2BApr 28, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $11B to $1.2BApr 28, 2023 to Mar 27, 2024
- RAUM · $11B to $1.2BApr 28, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $1.1B to $11BMar 31, 2023 to Apr 28, 2023
- Pooled vehicle RAUM · $1.1B to $11BMar 31, 2023 to Apr 28, 2023
- RAUM · $1.1B to $11BMar 31, 2023 to Apr 28, 2023
- Accounts · 24 to 29Jun 29, 2022 to Mar 31, 2023
- Advisory employees · 17 to 23Jun 29, 2022 to Mar 31, 2023
- Pooled vehicle clients · 24 to 29Jun 29, 2022 to Mar 31, 2023
- Employees · 17 to 23Jun 29, 2022 to Mar 31, 2023
- Private funds · 7 to 10Jun 29, 2022 to Mar 31, 2023
Signals
7 dated events
- B••••••••• L•• reported RAUM $24.0B, up 52% from $15.9B (2026-02-04 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- B••••••••• L•• reported RAUM $15.9B, up 1171% from $1.2B (2024-10-04 to 2025-04-29)Apr 29, 2025 · RAUM change · derived
- B••••••••• L•• reported RAUM $1.2B, down 89% from $10.9B (2023-04-28 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- B••••••••• L•• reported RAUM $10.9B, up 933% from $1.1B (2023-03-31 to 2023-04-28)Apr 28, 2023 · RAUM change · derived
- B••••••••• L•• reported RAUM $1.1B, down 88% from $8.8B (2022-06-29 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- B••••••••• L•• reported RAUM $8.8B, down 59% from $21.6B (2022-06-17 to 2022-06-29)Jun 29, 2022 · RAUM change · derived
- B••••••••• L•• filed its initial SEC registration (Form ADV)Jun 16, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/bridgepointreportedpublic record, Form ADV, Sep 18, 2026
- Website
- B•••••••••.EUreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-324-5200reportedpublic record, Form ADV, Apr 29, 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