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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Former SEC-registered adviser
B••••• O•••• A•••• M•••••••••
Legal name B••• R•• L••
Latest filing Nov 27, 2024
First filing on the tape Apr 14, 2023 · 8 filings
SEC status approved since May 16, 2023
RAUM
$127M
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
12
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
$127M gross assets
History
8 filings and snapshots on the tape
RAUM$127M as of Nov 27, 2024
Jun 30, 2023$109M then
HNW client RAUM$0 as of Nov 27, 2024
Apr 19, 2023$0 then
State-registered IARs (5.B.3)1 as of Nov 27, 2024
Apr 14, 20232 then
Employees (5.A)12 as of Nov 27, 2024
Apr 14, 20236 then
Private funds5 as of Nov 27, 2024
Jun 30, 20233 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Nov 27, 2024; every figure names its basis
- RAUM per advisor
- $127MderivedRAUM 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
- $25.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 12.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $127M, 5 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$127M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 5reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $127M for 5 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| 2••• S••••• F••• I•• L•• | Real Estate Fund | $43.6M | 73 | Jun 30, 2023 |
| 2••• S••••• F••• I• L•• | Real Estate Fund | $33.5M | 47 | Jun 30, 2023 |
| F••• O••• B••••• O•••• B•••• F•• R••• L• | Real Estate Fund | $30.5M | 33 | Jun 30, 2023 |
| B••• H•••••• L•• | Real Estate Fund | $15.9M | 46 | Sep 13, 2023 |
| B••• F••••• S•••••• L•• | Real Estate Fund | $3.6M | 31 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- P•••••••• A•••• K•••••• · Managercontrolsince 01/2023 · owns less than 5%
- P•••••••• A•••• K•••••• · Member/Managercontrolsince 09/2017 · owns F of B••••• O•••• A•••• M••••••••• L••
- W••••••••• J•••••• P••• · Chief Compliance Officersince 05/2024 · owns less than 5%
Entity owners
- B••• B• L•• · Managing Memberdirect · owns 75% or more
- B••••• O•••• A•••• M••••••••• L•• · Member/Managerindirect · owns 75% or more of B••• B• L••
- B••••• O•••• C••••••••• · Member/Managerindirect · owns 75% or more of B••••• O•••• A•••• M••••••••• L•• · public reporting company
Related persons
Schedule D 7.A
- B••• F••• O••• G• L••pooled vehicle sponsorn
- B••••• O•••• A•••• M••••••••• L••y
- G•••••• I•••••••• G••••• L••real estaten
- L•••• R••• E••••• C•••••••• L••investment companyn
- T•• M••••••• G••••• L••investment adviserpooled vehicle sponsornRAUM $711M
Advisers that list B••••• O•••• A•••• M••••••••• as a related person
- 171102 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $144M to $127MMar 28, 2024 to May 30, 2024
- Other offices · 1 to 0Mar 28, 2024 to May 30, 2024
- Discretionary RAUM · $144M to $127MMar 28, 2024 to May 30, 2024
- Pooled vehicle RAUM · $144M to $127MMar 28, 2024 to May 30, 2024
- RAUM · $144M to $127MMar 28, 2024 to May 30, 2024
- Accounts · 4 to 5Jan 19, 2024 to Mar 28, 2024
- Advisory employees · 7 to 9Jan 19, 2024 to Mar 28, 2024
- Pooled vehicle clients · 4 to 5Jan 19, 2024 to Mar 28, 2024
- Assets in custody · $125M to $144MJan 19, 2024 to Mar 28, 2024
- Employees · 11 to 12Jan 19, 2024 to Mar 28, 2024
- Insurance-licensed employees · 2 to 1Jan 19, 2024 to Mar 28, 2024
- State-registered IARs · 2 to 1Jan 19, 2024 to Mar 28, 2024
- Private funds · 4 to 5Jan 19, 2024 to Mar 28, 2024
- Discretionary RAUM · $125M to $144MJan 19, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $125M to $144MJan 19, 2024 to Mar 28, 2024
- RAUM · $125M to $144MJan 19, 2024 to Mar 28, 2024
- Accounts · 3 to 4Jun 30, 2023 to Sep 13, 2023
- Pooled vehicle clients · 3 to 4Jun 30, 2023 to Sep 13, 2023
- Assets in custody · $109M to $125MJun 30, 2023 to Sep 13, 2023
- Employees · 9 to 11Jun 30, 2023 to Sep 13, 2023
- Private funds · 3 to 4Jun 30, 2023 to Sep 13, 2023
- Discretionary RAUM · $109M to $125MJun 30, 2023 to Sep 13, 2023
- Pooled vehicle RAUM · $109M to $125MJun 30, 2023 to Sep 13, 2023
- RAUM · $109M to $125MJun 30, 2023 to Sep 13, 2023
- Accounts · unset to 3.0Apr 19, 2023 to Jun 30, 2023
- Advisory employees · 4 to 7Apr 19, 2023 to Jun 30, 2023
- Pooled vehicle clients · unset to 3.0Apr 19, 2023 to Jun 30, 2023
- Assets in custody · unset to 109222354.0Apr 19, 2023 to Jun 30, 2023
- Custody of client assets · false to trueApr 19, 2023 to Jun 30, 2023
- Employees · 6 to 9Apr 19, 2023 to Jun 30, 2023
- Private funds · unset to 3Apr 19, 2023 to Jun 30, 2023
- Discretionary RAUM · unset to 109222354.0Apr 19, 2023 to Jun 30, 2023
- Non-discretionary RAUM · unset to 0.0Apr 19, 2023 to Jun 30, 2023
- Pooled vehicle RAUM · unset to 109222354.0Apr 19, 2023 to Jun 30, 2023
- RAUM · unset to 109222354.0Apr 19, 2023 to Jun 30, 2023
- Individual RAUM · unset to 0.0Apr 14, 2023 to Apr 19, 2023
- Pension RAUM · unset to 0.0Apr 14, 2023 to Apr 19, 2023
- Charity clients · unset to 0.0Apr 14, 2023 to Apr 19, 2023
- Corporate clients · unset to 0.0Apr 14, 2023 to Apr 19, 2023
- HNW clients · unset to 0.0Apr 14, 2023 to Apr 19, 2023
Signals
6 dated events
- B••••• O•••• A•••• M••••••••• no longer on the SEC adviser roster (last listed 2025-01-02, RAUM $127.1M)Feb 3, 2025 · Left the SEC roster · derived
- L••• J•••••• H•••• (Chief Compliance Officer) no longer on Schedule A of B••••• O•••• A•••• M••••••••• (listed 2024-03-28, absent 2024-05-30)May 30, 2024 · Control person left · inference
- Joseph Brendan Keating (Manager) no longer on Schedule A of B••••• O•••• A•••• M••••••••• (listed 2024-03-28, absent 2024-05-30)May 30, 2024 · Control person left · inference
- Buffett Alexander Rozek (Manager) no longer on Schedule A of B••••• O•••• A•••• M••••••••• (listed 2024-03-28, absent 2024-05-30)May 30, 2024 · Control person left · inference
- A••••• M••• B•••••• (Chief Operating Officer) no longer on Schedule A of B••••• O•••• A•••• M••••••••• (listed 2024-01-19, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- B••••• O•••• A•••• M••••••••• filed its initial SEC registration (Form ADV)Apr 14, 2023 · 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
- Website
- b•••••••••.comreportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered adviserderiveda 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
Across the graphs
B••••• O•••• A•••• M••••••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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