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•• B•• M••••••••• L••
Latest filing Aug 3, 2026
First filing on the tape Apr 17, 2024 · 6 filings
SEC status approved since May 17, 2024
RAUM
$7.2B
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
498
231 advisory (5.B.1)
Offices
12
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$7.2B as of Aug 3, 2026
Mar 28, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 3, 2026
Mar 28, 20250 then
Employees (5.A)498 as of Aug 3, 2026
Mar 28, 2025456 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0offices 11 to 12
Practice profile
derived from the filing of Aug 3, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- 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
- $7.2BderivedRAUM 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
- unknownderived13 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 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- 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=true related_bank=true bd_reps=171.0derived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• M••••••• E•••• · Partner & Chief Financial Officercontrolsince 02/2024 · owns less than 5%
- J•••••• D••• H••••• · Presidentcontrolsince 02/2024 · owns less than 5%
- L•••••• G••••• R••••• · Co-Chief Executive Officercontrolsince 02/2024 · owns less than 5%
- O••• S••• W•••••••• · Presidentcontrolsince 02/2024 · owns less than 5%
- R••••• S••••••• C••••••••• · Chief Compliance Officercontrolsince 02/2024 · owns less than 5%
- R•••••• B••••••• P••••••• · Partner & Chief Operating Officercontrolsince 02/2024 · owns less than 5%
- S••••••• R•••••• K•••••• · Partner & General Counselcontrolsince 02/2024 · owns less than 5%
- T•••• M••• A•• · Partner & Chief Legal Officercontrolsince 02/2024 · owns less than 5%
- T••••• B••••• D•••• · Chairman & Co-Chief Executive Officercontrolsince 02/2024 · owns less than 5%
- T••••• B••••• D•••• · Limited Partnercontrolsince 09/2011 · owns 25% to 50% of B•• • M•• H•••••••• L•••
- T••••• B••••• D•••• · Membercontrolsince 04/2009 · owns 75% or more of B•••• G• L••
Entity owners
- B•• • M•• H•••••••• L••• · Memberdirect · owns 75% or more
- M•• P••••••• •••• L•• · Managerdirect · owns less than 5%
- B•••• G• L•• · General Partnerindirect · owns F of B•• • M•• H•••••••• L•••
- B•••• G• L•• · Managing Memberindirect · owns 75% or more of M•• P••••••• •••• L••
Related persons
Schedule D 7.A
- B•• • M•• P••••••• E••••• G•••broker-dealern
- B•• • M•• P••••••• I••••••••• L••broker-dealern
- B•• • M•• P•••••••• L••broker-dealern
- B•• C•••••• P•••••••investment adviserbanknRAUM $52B
- M•• P•••••••• L•••investment adviserbanknRAUM $21B
- M•• R••• E••••• M••••••••• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL54 employees
- New York, NY35 employees
- Santa Monica, CA13 employees
- Palm Beach, FL7 employees
- London, United Kingdom6 employees
- Rye, NY5 employees
- Denver, CO4 employees
- San Francisco, CA4 employees
- Dallas, TX2 employees
What changed
consecutive filings, newest first
- Advisory employees · 208 to 231Jul 30, 2025 to Mar 30, 2026
- BD registered reps · 150 to 171Jul 30, 2025 to Mar 30, 2026
- Employees · 456 to 498Jul 30, 2025 to Mar 30, 2026
- Other offices · 11 to 12Jul 30, 2025 to Mar 30, 2026
- Discretionary RAUM · $5.8B to $7.2BJul 30, 2025 to Mar 30, 2026
- RAUM · $5.8B to $7.2BJul 30, 2025 to Mar 30, 2026
- Accounts · 0 to 1Mar 28, 2025 to Jul 30, 2025
- Financial planning clients · unset to Mar 28, 2025 to Jul 30, 2025
- Discretionary RAUM · $0 to $5.8BMar 28, 2025 to Jul 30, 2025
- RAUM · $0 to $5.8BMar 28, 2025 to Jul 30, 2025
- Advisory employees · 189 to 208Apr 24, 2024 to Mar 28, 2025
- BD registered reps · 138 to 150Apr 24, 2024 to Mar 28, 2025
- Employees · 421 to 456Apr 24, 2024 to Mar 28, 2025
- Other offices · 9 to 11Apr 24, 2024 to Mar 28, 2025
Signals
1 dated events
- B•• • M•• B•• M••••••••• L•• filed its initial SEC registration (Form ADV)Apr 17, 2024 · 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/bdtmsd-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- b•••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-303-1650reportedpublic record, Form ADV, Aug 3, 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