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•••• M•••••••••
Asset manager (funds and pooled vehicles)Old Greenwich, ConnecticutCRD 329262SEC 801-134033websiteIAPD
Legal name B••••• A•••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Dec 18, 2023 · 4 filings
SEC status approved since Jul 28, 2025
RAUM
$134M
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
8
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$134M as of Mar 31, 2026
Jul 7, 2025$175M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Jul 7, 20250 then
Employees (5.A)8 as of Mar 31, 2026
Jul 7, 20258 then
Private funds1 as of Mar 31, 2026
Jul 7, 20251 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 31, 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
- $44.6MderivedRAUM 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
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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$134M100%
- 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
- $0 for 0 clientsreported
- Compensation
- 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
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••• S••••••••• M••••• F•••• L• | Hedge Fund | $0 | 0 | Dec 18, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• J•••• A••••• · Chief Strategy Officercontrolsince 08/2023 · owns less than 5%
- I•••• D•••••• D•••••• · Founder And Chief Investment Officercontrolsince 08/2023 · owns 75% or more
- W••••••••• M•••• L•• · Chief Operating Officer And Chief Compliance Officercontrolsince 08/2023 · owns less than 5%
- I•••• D•••••• D•••••• · Managing Membercontrolsince 08/2023 · owns 75% or more of B••••• A•••• M••••••••• G•• L••
Entity owners
- B••••• A•••• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- B••••• S••••••••• G•• L••investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 4 to 3Aug 20, 2025 to Mar 31, 2026
- Pooled vehicle clients · 4 to 3Aug 20, 2025 to Mar 31, 2026
- Discretionary RAUM · $175M to $134MAug 20, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $175M to $134MAug 20, 2025 to Mar 31, 2026
- RAUM · $175M to $134MAug 20, 2025 to Mar 31, 2026
- Accounts · unset to 4.0Dec 18, 2023 to Jul 7, 2025
- Advisory employees · 1 to 4Dec 18, 2023 to Jul 7, 2025
- Pooled vehicle clients · unset to 4.0Dec 18, 2023 to Jul 7, 2025
- Assets in custody · unset to 0.0Dec 18, 2023 to Jul 7, 2025
- Custody of client assets · false to trueDec 18, 2023 to Jul 7, 2025
- Employees · 3 to 8Dec 18, 2023 to Jul 7, 2025
- Financial planning clients · unset to Dec 18, 2023 to Jul 7, 2025
- HQ city · GREENWICH to OLD GREENWICHDec 18, 2023 to Jul 7, 2025
- Discretionary RAUM · unset to 174924000.0Dec 18, 2023 to Jul 7, 2025
- Non-discretionary RAUM · unset to 0.0Dec 18, 2023 to Jul 7, 2025
- Pooled vehicle RAUM · unset to 174924000.0Dec 18, 2023 to Jul 7, 2025
- RAUM · unset to 174924000.0Dec 18, 2023 to Jul 7, 2025
- Related adviser · true to falseDec 18, 2023 to Jul 7, 2025
- Related bank · true to falseDec 18, 2023 to Jul 7, 2025
Signals
1 dated events
- B••••• A•••• M••••••••• filed its initial SEC registration (Form ADV)Dec 18, 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/blkbrdreportedpublic record, Form ADV, Sep 18, 2026
- Website
- blkbrdlp.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-547-3771reportedpublic record, Form ADV, Mar 31, 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