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• P••••••• P• L•••
Latest filing Aug 13, 2026
First filing on the tape Oct 17, 2024 · 12 filings
SEC status approved since Nov 18, 2024
RAUM
$31B
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
50
24 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$31B as of Aug 13, 2026
Jan 2, 2025$33B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 13, 2026
Jan 2, 20250 then
Employees (5.A)50 as of Aug 13, 2026
Jan 2, 202545 then
Private funds: no history
RAUM -12% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Aug 13, 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
- $7.8BderivedRAUM 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
- -12%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, fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$31B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=1.0derived
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
- A••••• F•••• · Officercontrolsince 10/2024 · owns less than 5%
- D•••••• A•••••• J••• · Ccocontrolsince 06/2017 · owns less than 5%
- S•••••••• J••••• O•••••• · Officercontrolsince 10/2024 · owns less than 5%
- S•••••• R••••••• M• · Officercontrolsince 10/2024 · owns less than 5%
Entity owners
- B• P••••••• P• ••• L•• · Sole L•••••• Partnerdirect · owns 75% or more
- B• P••••••• ••• L•• · General Partnerindirect · owns 75% or more of B• P••••••• A••••••• L•••
- B• P••••••• A••••••• H••••••• L•••••• · Shareholderindirect · owns 75% or more of B• P••••••• I•••
- B• P••••••• A••••••• L••• · Shareholderindirect · owns 75% or more of B• P••••••• P• ••• L••
- B• P••••••• G•••• H••••••• L•• · Shareholderindirect · owns 75% or more of B• P••••••• A••••••• H••••••• L••••••
- B• P••••••• H••••••• L•• · Shareholderindirect · owns 75% or more of B• P••••••• G•••• H••••••• L••
- B• P••••••• I••• · Shareholderindirect · owns 75% or more of B• P••••••• ••• L••
Related persons
Schedule D 7.A
- A•••••• I•••••••• C••••••real estaten
- B• P•••••• B••••••••• G•••investment advisern
- B• P••••••• A••••••• L•investment advisern
- B• P••••••• A••••••• S•••investment advisern
- B• P••••••• L••investment adviserbankn
- B• P••••••• M••••••••• G• L••••••pooled vehicle sponsorn
- B• P••••••• M••••••••• S•••investment advisern
- B• P••••••• M••••••••• X• L••••••bankpooled vehicle sponsorn
- B• P••••••• S••••••••• L••broker-dealern
- B• P••••••• X• L•• G• S•••pooled vehicle sponsorn
- B••• M••••••••• X• L••••••investment adviserpooled vehicle sponsorn
- B••• X• L•• G• S•••••••bankpooled vehicle sponsorn
- B•• G•••• L•••• G• L•investment adviserbankn
- B•• S•••••• O••••••••• F••• I• G• L•investment adviserbankpooled vehicle sponsorn
- B•• S•••••• O••••••••• F••• I• G• •••• S•••pooled vehicle sponsorn
- B•• S•••••• O••••••••• F••• I• G• L•pooled vehicle sponsorn
- B•• S•••••• O••••••••• F••• I•• G• •••• S•••pooled vehicle sponsorn
- B•• S•••••• O••••••••• F••• I•• G• L•pooled vehicle sponsorn
- B••••• F••• I• G• S•••pooled vehicle sponsorn
- C•• M••••••••• I• L••••••bankpooled vehicle sponsorn
- M•••• L•••• C•••••• I••investment advisern
- M•••• L•••• M•••••••••investment advisernRAUM $2.0B
- O•••••• F••• M••••••••• I•• L••pooled vehicle sponsorn
- S••••• C•••• I••••••••• M••••••••• L••investment adviserbanknRAUM $781M
Advisers that list B• P••••••• P• L••• as a related person
- 288495 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Aug 13, 2026discretionary share of RAUM of 0% against a peer median of 100% (512 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $20B and over (512) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 3 to 4Oct 23, 2025 to Mar 28, 2026
- Advisory employees · 30 to 24Oct 23, 2025 to Mar 28, 2026
- BD registered reps · 2 to 1Oct 23, 2025 to Mar 28, 2026
- Pooled vehicle clients · 3 to 4Oct 23, 2025 to Mar 28, 2026
- Employees · 45 to 50Oct 23, 2025 to Mar 28, 2026
- Non-discretionary RAUM · $35B to $31BOct 23, 2025 to Mar 28, 2026
- Pooled vehicle RAUM · $35B to $31BOct 23, 2025 to Mar 28, 2026
- RAUM · $35B to $31BOct 23, 2025 to Mar 28, 2026
- Financial planning clients · unset to Mar 25, 2025 to Jun 24, 2025
- Non-discretionary RAUM · $33B to $35BJan 2, 2025 to Feb 26, 2025
- Pooled vehicle RAUM · $33B to $35BJan 2, 2025 to Feb 26, 2025
- RAUM · $33B to $35BJan 2, 2025 to Feb 26, 2025
Signals
1 dated events
- B• P••••••• P• L••• filed its initial SEC registration (Form ADV)Oct 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/bc-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- bcpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-891-2880reportedpublic record, Form ADV, Aug 13, 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