DFX Intelligence

RIA Intelligence

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SEC-registered adviser

B•••••• R•••••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Austin, TexasCRD 333329SEC 801-131371website IAPD

Latest filing Aug 28, 2026

First filing on the tape Sep 26, 2024 · 5 filings

SEC status approved since Oct 29, 2024

RAUM

$446M

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

12 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

5 filings and snapshots on the tape

RAUM$446M as of Aug 28, 2026

Mar 28, 2025$312M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Aug 28, 2026

Mar 28, 20250 then

Employees (5.A)14 as of Aug 28, 2026

Mar 28, 202511 then

Private funds1 as of Aug 28, 2026

Mar 28, 20251 then

RAUM +43% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of Aug 28, 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: $223MderivedRAUM 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: +43%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 assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for pooled vehiclesreportedItem 5.G
Custody: $446M, 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

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)
marketing includes testimonials (5.L.1.c)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$446M100%

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: $446M 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

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
B•••••• R•••••••• F••• I• L•	Private Equity Fund	$167M	237	Sep 26, 2024

Owners and control persons

Schedule A and B, latest filing

B••••••• B••• M•••••• · Executive Chairmancontrol
since 11/2022 · owns less than 5%
L•••••••• A•••• L•••• · Managercontrol
since 01/2023 · owns less than 5%
R••••• R•••••• M•••••• · Chief Executive Officercontrol
since 01/2023 · owns less than 5%
B•••• D••••• G•••• · Trusteecontrol
since 12/2022 · owns F of D•••• G••••••• B••• A•• W•••••• P•••• B•••• T••••••• O• T•• B••• L••••• T••••
B•••• P••••• W•••••• · Trusteecontrol
since 12/2022 · owns F of D•••• G••••••• B••• A•• W•••••• P•••• B•••• T••••••• O• T•• B••• L••••• T••••
B••••••• A•••• L•• · Trusteecontrol
since 09/2012 · owns F of B•••••• 2••• F••••• T••••
B••••••• A•••• L•• · Trusteecontrol
since 12/2016 · owns F of B•••••• 2••• S•••••• T••••
B••••••• B••• M•••••• · Principal; Sole Managing Membercontrol
since 03/2017 · owns 75% or more of A••••• V•••••••• L••
B••••••• B••• M•••••• · Trusteecontrol
since 09/2012 · owns F of B•••••• 2••• F••••• T••••
B••••••• D••••• T••••• · Trusteecontrol
since 12/2020 · owns F of T•• B•••• T••••
L•••••••• A•••• L•••• · Trusteecontrol
since 12/2012 · owns F of B•• F•••••••• T••••
L•••••••• B•••••• L•• · Trusteecontrol
since 12/2012 · owns F of A•• F•••••••• T••••
R••••• R•••••• M•••••• · Limited Partnercontrol
since 04/2013 · owns 50% to 75% of R•• R•••••••• M•••••••• L•
R••••• R•••••• M•••••• · Trusteecontrol
since 04/2013 · owns F of S•• 2••• L••••••• F••••• T••••
R••••• R•••••• M•••••• · Membercontrol
since 04/2013 · owns 50% to 75% of R•• S••••••••• H•••••••• L••
R••••• S•••••• A••• · Limited Partnercontrol
since 04/2013 · owns 50% to 75% of R•• R•••••••• M•••••••• L•
R••••• S•••••• A••• · Trusteecontrol
since 12/2016 · owns F of R•• 2••• L••••••• F••••• T••••
R••••• S•••••• A••• · Membercontrol
since 04/2013 · owns 50% to 75% of R•• S••••••••• H•••••••• L••
B•••• D••••• G•••• · President
since 08/2023 · owns less than 5%
P••••• K•••• A••••• · Chief Compliance Officer
since 08/2024 · owns less than 5%

Entity owners

A••• A•• B•• O•• A•• G•• V•••••• L•• · Owner
direct · owns less than 5%
A••••• V•••••••• L•• · Owner
direct · owns less than 5%
B•••••• C••••••••• F••••• L• · Owner
direct · owns 25% to 50%
K••••••• H•••••••• L• · Owner
direct · owns 25% to 50%
R•• R•••••••• • M••••••• U••••••• L•• · Owner
direct · owns 10% to 25%
R•• R•••••••• • M••••••• V••••• L•• · Owner
direct · owns 10% to 25%
A•• F•••••••• T•••• · Limited Partner
indirect · owns 50% to 75% of K••••••• H•••••••• L•
A•• F•••••••• T•••• · Member
indirect · owns 50% to 75% of W•••• W••• M••••••••• L••
B•••• G• L•• · General Partner
indirect · owns 75% or more of B•••••• C••••••••• F••••• L•
B•• F•••••••• T•••• · Member
indirect · owns 50% to 75% of W•••• W••• M••••••••• L••
B•• F•••••••• T•••• · Limited Partner
indirect · owns 50% to 75% of K••••••• H•••••••• L•
B•••••• 2••• F••••• T•••• · Limited Partner
indirect · owns F of B•••••• C••••••••• F••••• L•
B•••••• 2••• S•••••• T•••• · Member
indirect · owns 25% to 50% of A••• A•• B•• O•• A•• G•• V•••••• L••
R•• 2••• L••••••• F••••• T•••• · Member
indirect · owns 50% to 75% of R•• R•••••••• • M••••••• V••••• L••
R•• R•••••••• M•••••••• L• · Member
indirect · owns 50% to 75% of R•• R•••••••• • M••••••• V••••• L••
R•• R•••••••• M•••••••• L• · Sole Owner
indirect · owns 75% or more of R•• R•••••••• • M••••••• U••••••• L••
R•• S••••••••• H•••••••• L•• · General Partner
indirect · owns F of R•• R•••••••• M•••••••• L•
S•• 2••• L••••••• F••••• T•••• · Member
indirect · owns 50% to 75% of R•• R•••••••• • M••••••• V••••• L••
T•• B•••• T•••• · Member
indirect · owns 25% to 50% of A••• A•• B•• O•• A•• G•• V•••••• L••
W•••• W••• M••••••••• L•• · General Partner
indirect · owns F of K••••••• H•••••••• L•

Related persons

Schedule D 7.A

B•••••• M••••••••• L••
investment advisernRAUM $1.1B
B•••••• R•••••••• F••• I• G•• L••
pooled vehicle sponsory
L•• M••••••••• L••
investment advisern

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Private funds · 2 to 1
Mar 27, 2026 to Aug 28, 2026
Accounts · 1 to 2
Mar 28, 2025 to Mar 27, 2026
Advisory employees · 9 to 12
Mar 28, 2025 to Mar 27, 2026
Pooled vehicle clients · 1 to 2
Mar 28, 2025 to Mar 27, 2026
Assets in custody · $312M to $446M
Mar 28, 2025 to Mar 27, 2026
Employees · 11 to 14
Mar 28, 2025 to Mar 27, 2026
Private funds · 1 to 2
Mar 28, 2025 to Mar 27, 2026
Discretionary RAUM · $312M to $446M
Mar 28, 2025 to Mar 27, 2026
Pooled vehicle RAUM · $312M to $446M
Mar 28, 2025 to Mar 27, 2026
RAUM · $312M to $446M
Mar 28, 2025 to Mar 27, 2026
Advisory employees · 8 to 9
Oct 8, 2024 to Mar 28, 2025
Assets in custody · $167M to $312M
Oct 8, 2024 to Mar 28, 2025
Employees · 8 to 11
Oct 8, 2024 to Mar 28, 2025
Financial planning clients · unset to
Oct 8, 2024 to Mar 28, 2025
Discretionary RAUM · $187M to $312M
Oct 8, 2024 to Mar 28, 2025
Pooled vehicle RAUM · $187M to $312M
Oct 8, 2024 to Mar 28, 2025
RAUM · $187M to $312M
Oct 8, 2024 to Mar 28, 2025
Related adviser · false to true
Sep 26, 2024 to Oct 8, 2024

Signals

3 dated events

B•••••• R•••••••• M••••••••• L•• reported RAUM $445.6M, up 43% from $311.6M (2025-03-28 to 2026-03-27)
Mar 27, 2026 · RAUM change · derived
B•••••• R•••••••• M••••••••• L•• reported RAUM $311.6M, up 67% from $187.1M (2024-10-08 to 2025-03-28)
Mar 28, 2025 · RAUM change · derived
B•••••• R•••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Sep 26, 2024 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

B•••••• R•••••••• M••••••••• L•• · Independent Sponsors
shared crd · capital_provider
B•••••• R•••••••• M••••••••• L•• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Website: b•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 512-220-1235reportedpublic record, Form ADV, Aug 28, 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