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B••••••••• P••••••• L••

Asset manager (funds and pooled vehicles)SEC-registered2 private funds· Londonwebsite

Asset manager (funds and pooled vehicles), based in London, reporting $1.0B of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

Regulatory AUM
$1.0B
Form ADV
Advisors
0
IAPD
Net advisor flow, 12 months
Not established
RAUM change, last fiscal year
Not established
Private clients
0.0% of RAUM
Form ADV
AdvisorsAdvisor movementWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
Why this matters
Every filed figure, and the identifiersCRD 325681 · SEC 801-127728 · 9 filingsShow
CRD 325681SEC 801-127728First filing on the tape Mar 24, 2023, latest Jun 26, 2026SEC status approved since Apr 24, 2023IAPD
RAUM
$1.0B
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
18
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$1.0B as of Jun 26, 2026
Jun 25, 2024$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Jun 25, 20240 then
Employees (5.A)18 as of Jun 26, 2026
Jun 25, 202420 then
Private funds2 as of Jun 26, 2026
Jun 25, 20242 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 26, 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
$74.1MderivedRAUM 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
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-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$1.0B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
14reported
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=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
      Every departureEvery arrival
      Private funds
      3 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      B••••••••• S••••• F••• L••Hedge Fund$26.3M36Jun 26, 2026
      B••••••••• O••••••••• C••••• F••• L•Other Private Fund$7.9M5Jun 25, 2024
      A•••• A••••••• R••••• L••no longer reportedHedge Fund$1.1M4Aug 11, 2023
      Owners and control persons
      Schedule A and B, latest filing
      • D•••••• O•••• M•••••• · Chief Operating Officer / Chief Compliance Officercontrol
        since 06/2016 · owns less than 5%
      • D••••• F••••••• J••••• A•••• · Partnercontrol
        since 06/2017 · owns 10% to 25%
      • H•••••• A••••••• B••••• · Managing Partnercontrol
        since 11/2008 · owns 75% or more
      Entity owners
      • B••••••••• ••• S••••••• L•• · Corporate Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $1.0B to $1.0B
        Jun 27, 2025 to Jun 26, 2026
      • Pooled vehicle RAUM · $1.0B to $1.0B
        Jun 27, 2025 to Jun 26, 2026
      • RAUM · $1.0B to $1.0B
        Jun 27, 2025 to Jun 26, 2026
      • Accounts · 15 to 14
        Feb 7, 2025 to Jun 27, 2025
      • Pooled vehicle clients · 15 to 14
        Feb 7, 2025 to Jun 27, 2025
      • Employees · 20 to 18
        Feb 7, 2025 to Jun 27, 2025
      • Financial planning clients · unset to
        Feb 7, 2025 to Jun 27, 2025
      • Discretionary RAUM · $1.2B to $1.0B
        Feb 7, 2025 to Jun 27, 2025
      • Pooled vehicle RAUM · $1.2B to $1.0B
        Feb 7, 2025 to Jun 27, 2025
      • RAUM · $1.2B to $1.0B
        Feb 7, 2025 to Jun 27, 2025
      • HQ state · unset to
        Jun 25, 2024 to Feb 7, 2025
      • Advisory employees · 11 to 13
        Apr 29, 2024 to Jun 25, 2024
      • Employees · 18 to 20
        Apr 29, 2024 to Jun 25, 2024
      • Private funds · 1 to 2
        Apr 29, 2024 to Jun 25, 2024
      • Discretionary RAUM · $1.1B to $1.2B
        Apr 29, 2024 to Jun 25, 2024
      • Pooled vehicle RAUM · $1.1B to $1.2B
        Apr 29, 2024 to Jun 25, 2024
      • RAUM · $1.1B to $1.2B
        Apr 29, 2024 to Jun 25, 2024
      • Accounts · 14 to 15
        Apr 28, 2023 to Aug 11, 2023
      • Pooled vehicle clients · 14 to 15
        Apr 28, 2023 to Aug 11, 2023
      • Private funds · unset to 1
        Apr 28, 2023 to Aug 11, 2023
      • Discretionary RAUM · $1.0B to $1.1B
        Apr 28, 2023 to Aug 11, 2023
      • Pooled vehicle RAUM · $1.0B to $1.1B
        Apr 28, 2023 to Aug 11, 2023
      • RAUM · $1.0B to $1.1B
        Apr 28, 2023 to Aug 11, 2023
      Signals
      3 dated events
      • ••• Locked
        Jun 26, 2026 · private fund first reported · fact
      • ••• Locked
        Jun 26, 2026 · private fund no longer reported · inference
      • ••• Locked
        Mar 24, 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
      ••• Lockedreportedpublic record, Form ADV, Jun 26, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Jun 26, 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