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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B••••••• S••••• C•••••• M••••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Nov 20, 2024 · 2 filings
SEC status approved since Feb 12, 2025
RAUM
$68.3M
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
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$68.3M as of Mar 27, 2026
Nov 20, 2024$64.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Nov 20, 20240 then
Employees (5.A)6 as of Mar 27, 2026
Nov 20, 20243 then
Private funds2 as of Mar 27, 2026
Nov 20, 20243 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 27, 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
- $34.1MderivedRAUM 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
- Custody
- $68.3M, 2 clientsreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$68.3M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $68.3M for 2 clientsreported
- 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
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B••••••• S••••• M••••••• L• | Hedge Fund | $62.7M | 5 | Nov 20, 2024 |
| B••••••• S••••• P••••••• L• | Hedge Fund | $1.3M | 5 | Nov 20, 2024 |
| B••••••• S••••• C••••• P••••••• 1• L• | Hedge Fund | $917,898 | 1 | Nov 20, 2024 |
Owners and control persons
Schedule A and B, latest filing
- D••••• C••••••••• · Portfolio Manager/Ccocontrolsince 06/2024 · owns 75% or more
Related persons
Schedule D 7.A
- B••••••• S••••• G•• L••pooled vehicle sponsorn
- B••••••• S••••• H••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 3 to 6Nov 20, 2024 to Mar 27, 2026
- Pooled vehicle clients · 3 to 2Nov 20, 2024 to Mar 27, 2026
- Assets in custody · $64.9M to $68.3MNov 20, 2024 to Mar 27, 2026
- Employees · 3 to 6Nov 20, 2024 to Mar 27, 2026
- Financial planning clients · unset to Nov 20, 2024 to Mar 27, 2026
- Private funds · 3 to 2Nov 20, 2024 to Mar 27, 2026
- Discretionary RAUM · $64.0M to $68.3MNov 20, 2024 to Mar 27, 2026
- Pooled vehicle RAUM · $64.0M to $68.3MNov 20, 2024 to Mar 27, 2026
- RAUM · $64.0M to $68.3MNov 20, 2024 to Mar 27, 2026
Signals
1 dated events
- B••••••• S••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Nov 20, 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
- Website
- bleeckerstcapital.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 843-801-5871reportedpublic record, Form ADV, Mar 27, 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