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Former SEC-registered adviser

B•• T•••• M••••••••• L••

Former SEC-registered adviserWayne, PennsylvaniaCRD 331815SEC 801-130607IAPD
Latest filing Jun 4, 2024
First filing on the tape Jun 4, 2024 · 1 filings
RAUM
$63.3M
reported, Item 5.F
Discretionary
0.0%
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
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
$63.3M gross assets
History
1 filings and snapshots on the tape
RAUM: $63.3M
HNW client RAUM: no history
State-registered IARs (5.B.3): 0
Employees (5.A): 1
Private funds: 1
Practice profile
derived from the filing of Jun 4, 2024; 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
$63.3MderivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%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 assetsreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$250,000, 1 clientsreportedItem 9.A
Ownership
controlled by a public reporting companyderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$63.3M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$250,000 for 1 clientsreported
Compensation
% of AUMreported
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
      Every departureEvery arrival
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      B•••••••• C•••••• C••••••••• F••• L•Private Equity Fund$63.3M10Jun 4, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • M•••• C••••• K• · Managing Partnercontrol
        since 12/2023 · owns 50% to 75%
      • W••••••• D•••• J••• · Managing Partnercontrol
        since 12/2023 · owns 50% to 75%
      • A••••••• B•••• · Chief Compliance Officer
        since 12/2023 · owns less than 5%
      Related persons
      Schedule D 7.A
      • B•••••••• C•••••• I•• M••••••••• L••
        pooled vehicle sponsorn
      • B•••••••• C•••••• M••••••••• I• L••
        pooled vehicle sponsorn
      • B•••••••• C•••••• M••••••••• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      1 dated events
      • B•• T•••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Jun 4, 2024 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      boathousecapital.comreportedpublic record, Form ADV, Sep 21, 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