DFX Intelligence

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SEC-registered adviser

B••••••• C•••••• A•••••••• L••

Asset manager (funds and pooled vehicles)Santa Monica, CaliforniaCRD 328736SEC 801-129011website IAPD

Latest filing Mar 18, 2026

First filing on the tape Oct 5, 2023 · 5 filings

SEC status approved since Nov 3, 2023

RAUM

$187M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

5 filings and snapshots on the tape

RAUM$187M as of Mar 18, 2026

Mar 27, 2024$3.5M then

HNW client RAUM: $0

State-registered IARs (5.B.3)0 as of Mar 18, 2026

Mar 27, 20240 then

Employees (5.A)3 as of Mar 18, 2026

Mar 27, 20244 then

Private funds: no history

RAUM +28% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of Mar 18, 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: $62.4MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: +28%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 assetsreportedItem 5.E
Advisory activities: portfolio management for investment companiesreportedItem 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

buys or sells securities as principal to or from clients (8.A.2)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Investment companies$187M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 3reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUMreported
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 departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

P••••••• E•••• S••••• · Chief Analytics Officercontrol
since 08/2023 · owns less than 5%
P••••• K••••• F•••••• · Chief Financial Officer & Chief Compliance Officercontrol
since 08/2023 · owns less than 5%
S••••••• A•••••• L•••• · Chief Investment Officercontrol
since 08/2023 · owns less than 5%
Y••• A••••• Y••••• · Chief Data Scientistcontrol
since 08/2023 · owns less than 5%
S••••••• A•••••• L•••• · Managing Membercontrol
since 02/2021 · owns 50% to 75% of L••••• L••
B•••••••• S••••••••• A•••••••• · Trustee
since 01/2015 · owns F of J••••• B••••••• 2••• F••••• T••••
D•••••• M••••••• J•••• · Managing Member
since 07/2023 · owns 25% to 50% of T• C•••••• I••••••••• 2• L••
D•••••• M••••••• J•••• · Managing Member
since 07/2023 · owns 50% to 75% of D•• I••••••••• L••
G•••••••• S••••••• C•••• · Managing Member
since 07/2023 · owns F of T• C•••••• I••••••••• 2• L••
G•••••••• S••••••• C•••• · Managing Member
since 07/2023 · owns 50% to 75% of D•• I••••••••• L••

Entity owners

B••••••• C•••••• M••••••••• L• · Managing Member
direct · owns 50% to 75%
L••••• L•• · General Partner
indirect · owns F of B••••••• C•••••• M••••••••• L•
D•• I••••••••• L•• · Member
direct · owns 10% to 25%
J• B••• L•• · Member
direct · owns 5% to 10%
T• C•••••• I••••••••• 2• L•• · Member
direct · owns 10% to 25%
J••••• B••••••• 2••• F••••• T•••• · Sole Owner
indirect · owns 75% or more of J• B••• L••

Related persons

Schedule D 7.A

B••••••• C•••••• M••••••••• L•
investment adviseryRAUM $49.3M

Advisers that list B••••••• C•••••• A•••••••• L•• as a related person

312900 y

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 2 to 3
Mar 27, 2025 to Mar 18, 2026
Advisory employees · 3 to 2
Mar 27, 2025 to Mar 18, 2026
Employees · 4 to 3
Mar 27, 2025 to Mar 18, 2026
Discretionary RAUM · $146M to $187M
Mar 27, 2025 to Mar 18, 2026
RAUM · $146M to $187M
Mar 27, 2025 to Mar 18, 2026
Accounts · 1 to 2
May 1, 2024 to Mar 27, 2025
Charity clients · 0.0 to unset
May 1, 2024 to Mar 27, 2025
Corporate clients · 0.0 to unset
May 1, 2024 to Mar 27, 2025
HNW clients · 0.0 to unset
May 1, 2024 to Mar 27, 2025
Individual clients · 0.0 to unset
May 1, 2024 to Mar 27, 2025
Pension plan clients · 0.0 to unset
May 1, 2024 to Mar 27, 2025
Pooled vehicle clients · 0.0 to unset
May 1, 2024 to Mar 27, 2025
Financial planning clients · unset to
May 1, 2024 to Mar 27, 2025
Discretionary RAUM · $3.5M to $146M
May 1, 2024 to Mar 27, 2025
HNW RAUM · 0.0 to unset
May 1, 2024 to Mar 27, 2025
Individual RAUM · 0.0 to unset
May 1, 2024 to Mar 27, 2025
Pension RAUM · 0.0 to unset
May 1, 2024 to Mar 27, 2025
Pooled vehicle RAUM · 0.0 to unset
May 1, 2024 to Mar 27, 2025
RAUM · $3.5M to $146M
May 1, 2024 to Mar 27, 2025
Accounts · unset to 1.0
Oct 5, 2023 to Mar 27, 2024
Charity clients · unset to 0.0
Oct 5, 2023 to Mar 27, 2024
Corporate clients · unset to 0.0
Oct 5, 2023 to Mar 27, 2024
HNW clients · unset to 0.0
Oct 5, 2023 to Mar 27, 2024
Individual clients · unset to 0.0
Oct 5, 2023 to Mar 27, 2024
Pension plan clients · unset to 0.0
Oct 5, 2023 to Mar 27, 2024
Pooled vehicle clients · unset to 0.0
Oct 5, 2023 to Mar 27, 2024
Discretionary RAUM · unset to 3523383.0
Oct 5, 2023 to Mar 27, 2024
HNW RAUM · unset to 0.0
Oct 5, 2023 to Mar 27, 2024
Individual RAUM · unset to 0.0
Oct 5, 2023 to Mar 27, 2024
Non-discretionary RAUM · unset to 0.0
Oct 5, 2023 to Mar 27, 2024
Pension RAUM · unset to 0.0
Oct 5, 2023 to Mar 27, 2024
Pooled vehicle RAUM · unset to 0.0
Oct 5, 2023 to Mar 27, 2024
RAUM · unset to 3523383.0
Oct 5, 2023 to Mar 27, 2024

Signals

1 dated events

B••••••• C•••••• A•••••••• L•• filed its initial SEC registration (Form ADV)
Oct 5, 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

Firm profile: linkedin.com/company/bancreekreportedpublic record, Form ADV, Sep 21, 2026
Website: b•••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 424-252-4813reportedpublic record, Form ADV, Mar 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: 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