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••••••••• M••••••••• L••
Latest filing Aug 14, 2026
First filing on the tape Jul 5, 2023 · 9 filings
SEC status approved since Oct 12, 2023
RAUM
$345M
reported, Item 5.F
Discretionary
96%
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
24
13 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$345M as of Aug 14, 2026
Mar 27, 2024$340M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 14, 2026
Mar 27, 20240 then
Employees (5.A)24 as of Aug 14, 2026
Mar 27, 202417 then
Private funds8 as of Aug 14, 2026
Mar 27, 20248 then
RAUM -21% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Aug 14, 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
- $17.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%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
- -21%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $298M, 19 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)
- 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$333M96%
- Corporations and businesses$12.3M3.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $298M for 19 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.96 institutional_share=0.0 related_bd=false related_bank=false 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••••• A••• F••• I• L• | Private Equity Fund | $218M | 18 | Jul 5, 2023 |
| B••••••••• E••••• F••• I• L• | Private Equity Fund | $29.6M | 40 | Jul 5, 2023 |
| B••••••••• M••••••••• F••• V• L• | Hedge Fund | $21.1M | 13 | Mar 27, 2024 |
| B••••••••• A••• F••• I• L• | Private Equity Fund | $16.1M | 10 | Jul 5, 2023 |
| B••••••••• C••••••••• E•••••••• F••• L• | Private Equity Fund | $12.0M | 23 | Mar 27, 2024 |
| B••••••••• E••••• F••• I• L•• | Private Equity Fund | $5.7M | 21 | Jul 5, 2023 |
| B••••••••• P•••••• F••• L•• | Private Equity Fund | $4.2M | 34 | Jul 5, 2023 |
| H•• M•••• S••••••• F••• I• C•••• | Private Equity Fund | $3.6M | 23 | Jul 5, 2023 |
Owners and control persons
Schedule A and B, latest filing
- G•••••• D••••• E•••• H•••••• · Chief Compliance Officercontrolsince 10/2018 · owns less than 5%
- M••••••• A••• · Managercontrolsince 10/2018 · owns less than 5%
- G•••••• D••••• E•••• H•••••• · Managing Membercontrolsince 10/2018 · owns 75% or more of D• G••••• V••••••• L••
- G•••••• D••••• E•••• H•••••• · Managercontrolsince 10/2018 · owns F of B••••••••• G•••• L••
- M••••••• A••• · Managercontrolsince 10/2018 · owns F of B••••••••• G•••• L••
- M••••••• A••• · Trusteecontrolsince 10/2016 · owns 50% to 75% of A••••• T••••
- P•••••• K•••••• · Trusteecontrolsince 11/2016 · owns 50% to 75% of A••••• T••••
Entity owners
- B••••••••• G•••• L•• · Managing Memberdirect · owns 75% or more
- A••••• T•••• · Memberindirect · owns 75% or more of E••••• E••••• I••••••••• L••
- D• G••••• V••••••• L•• · Memberindirect · owns 50% to 75% of B••••••••• G•••• L••
- E••••• E••••• I••••••••• L•• · Memberindirect · owns 50% to 75% of B••••••••• G•••• L••
Related persons
Schedule D 7.A
- B••••••••• C•••••• A••• I• L••pooled vehicle sponsorn
- B••••••••• C•••••• E••••• L••pooled vehicle sponsorn
- B••••••••• C••••••••• G• L••pooled vehicle sponsorn
- B••••••••• M••••••••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Miami, FL2 employees
What changed
consecutive filings, newest first
- Accounts · 19 to 20Oct 1, 2025 to Mar 31, 2026
- Advisory employees · 15 to 13Oct 1, 2025 to Mar 31, 2026
- Pooled vehicle clients · 18 to 19Oct 1, 2025 to Mar 31, 2026
- Assets in custody · $381M to $298MOct 1, 2025 to Mar 31, 2026
- Employees · 27 to 24Oct 1, 2025 to Mar 31, 2026
- Private funds · 9 to 8Oct 1, 2025 to Mar 31, 2026
- Discretionary RAUM · $411M to $333MOct 1, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $23.9M to $12.3MOct 1, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $411M to $333MOct 1, 2025 to Mar 31, 2026
- RAUM · $435M to $345MOct 1, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jul 16, 2025
- Advisory employees · 8 to 15Mar 27, 2024 to Mar 28, 2025
- Corporate clients · 2 to 1Mar 27, 2024 to Mar 28, 2025
- Pooled vehicle clients · 17 to 18Mar 27, 2024 to Mar 28, 2025
- Assets in custody · $310M to $381MMar 27, 2024 to Mar 28, 2025
- Employees · 17 to 27Mar 27, 2024 to Mar 28, 2025
- Private funds · 8 to 9Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $310M to $411MMar 27, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $29.1M to $23.9MMar 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $310M to $411MMar 27, 2024 to Mar 28, 2025
- RAUM · $340M to $435MMar 27, 2024 to Mar 28, 2025
- Accounts · 13 to 19Sep 22, 2023 to Mar 27, 2024
- Advisory employees · 5 to 8Sep 22, 2023 to Mar 27, 2024
- Pooled vehicle clients · 11 to 17Sep 22, 2023 to Mar 27, 2024
- Assets in custody · $278M to $310MSep 22, 2023 to Mar 27, 2024
- Employees · 10 to 17Sep 22, 2023 to Mar 27, 2024
- HQ city · WINDERMERE to CLERMONTSep 22, 2023 to Mar 27, 2024
- Private funds · 6 to 8Sep 22, 2023 to Mar 27, 2024
- Discretionary RAUM · $278M to $310MSep 22, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $26.8M to $29.1MSep 22, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $278M to $310MSep 22, 2023 to Mar 27, 2024
- RAUM · $305M to $340MSep 22, 2023 to Mar 27, 2024
Signals
1 dated events
- B••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jul 5, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- B••••••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- B••••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/borderlesscapitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- b•••••••••.ioreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 650-412-9447reportedpublic record, Form ADV, Aug 14, 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