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• A•••••• L••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 322621SEC 801-126465IAPD
Legal name B••••••• • G••••••• A•••••• L••
Latest filing Mar 27, 2026
First filing on the tape Jul 29, 2022 · 6 filings
SEC status approved since Aug 29, 2022
RAUM
$311M
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
6
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$311M as of Mar 27, 2026
Mar 28, 2023$2.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 28, 20230 then
Employees (5.A)6 as of Mar 27, 2026
Mar 28, 20235 then
Private funds: no history
RAUM +179% over the last fiscal year-46% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
$156MderivedRAUM 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
+179%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
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$311M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, 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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • B•••••••• E•••••••• B••••••• M•••• · Cio, Director Of The General Partnercontrol
        since 02/2016 · owns less than 5%
      • G•••••••• E••••••• · Ceo, Director Of The General Partner, Ccocontrol
        since 02/2016 · owns less than 5%
      • B•••••••• E•••••••• B••••••• M•••• · Presidentcontrol
        since 10/2019 · owns 25% to 50% of B• S••
      • G•••••••• E••••••• · Directorcontrol
        since 07/2002 · owns 50% to 75% of B••••••• • G••••••• P••••••• L••••••
      • C••••• F•••••••• X••••• · Coo
        since 02/2016 · owns less than 5%
      • G•••••• P•••••• H•••• · Cfo
        since 02/2016 · owns less than 5%
      Entity owners
      • B••••••• • G••••••• P••••••• L•••••• · Managing Member
        direct · owns 75% or more
      • B• S•• · Shareholder
        indirect · owns 25% to 50% of B••••••• • G••••••• P••••••• L••••••
      Related persons
      Schedule D 7.A
      Advisers that list B• A•••••• L•• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • RAUM up 50 %Change between filings · filing Mar 27, 2026
        RAUM (Item 5.F) moved from $111,333,340 to $311,136,438 (+179.0%) between the annual amendments of 2025-03-28 and 2026-03-27; the peer median change was +4.0% (1147 comparable advisers, 99.0th percentile of changes)
        peers: asset managers, $100M to $500M (1,147) · 99% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $111M to $311M
        Mar 28, 2025 to Mar 27, 2026
      • Pooled vehicle RAUM · $111M to $311M
        Mar 28, 2025 to Mar 27, 2026
      • RAUM · $111M to $311M
        Mar 28, 2025 to Mar 27, 2026
      • Accounts · 1 to 2
        Mar 27, 2024 to Mar 28, 2025
      • Advisory employees · 3 to 5
        Mar 27, 2024 to Mar 28, 2025
      • Pooled vehicle clients · 1 to 2
        Mar 27, 2024 to Mar 28, 2025
      • Employees · 5 to 6
        Mar 27, 2024 to Mar 28, 2025
      • Financial planning clients · unset to
        Mar 27, 2024 to Mar 28, 2025
      • Discretionary RAUM · $675M to $111M
        Mar 27, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $675M to $111M
        Mar 27, 2024 to Mar 28, 2025
      • RAUM · $675M to $111M
        Mar 27, 2024 to Mar 28, 2025
      • Advisory employees · 5 to 3
        May 11, 2023 to Mar 27, 2024
      • Discretionary RAUM · $2.0B to $675M
        May 11, 2023 to Mar 27, 2024
      • Pooled vehicle RAUM · $2.0B to $675M
        May 11, 2023 to Mar 27, 2024
      • RAUM · $2.0B to $675M
        May 11, 2023 to Mar 27, 2024
      • Legal name · B• A•••••• L•• to B••••••• • G••••••• A•••••• L••
        Jul 29, 2022 to Mar 28, 2023
      • Discretionary RAUM · $330M to $2.0B
        Jul 29, 2022 to Mar 28, 2023
      • Pooled vehicle RAUM · $330M to $2.0B
        Jul 29, 2022 to Mar 28, 2023
      • RAUM · $330M to $2.0B
        Jul 29, 2022 to Mar 28, 2023
      Signals
      5 dated events
      • B• A•••••• L•• reported RAUM $311.1M, up 179% from $111.3M (2025-03-28 to 2026-03-27)
        Mar 27, 2026 · RAUM change · derived
      • B• A•••••• L•• reported RAUM $111.3M, down 84% from $675.0M (2024-03-27 to 2025-03-28)
        Mar 28, 2025 · RAUM change · derived
      • B• A•••••• L•• reported RAUM $675.0M, down 66% from $2.0B (2023-05-11 to 2024-03-27)
        Mar 27, 2024 · RAUM change · derived
      • B• A•••••• L•• reported RAUM $2.0B, up 504% from $330.0M (2022-07-29 to 2023-03-28)
        Mar 28, 2023 · RAUM change · derived
      • B• A•••••• L•• filed its initial SEC registration (Form ADV)
        Jul 29, 2022 · 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
      Principal office phone
      (212)8372300reportedpublic record, Form ADV, Mar 27, 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