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B•••••• P••• C••••••

Other adviserSEC-registered· Miami, Floridawebsite

Other adviser, based in Miami, Florida, reporting $167M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

Regulatory AUM
$167M
Form ADV
Advisors
0
IAPD
Private clients
0.0% of RAUM
Form ADV
See where advisers wentSee teams that moved
More
AdvisorsWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. No dated change on record yet.

Every filed figure, and the identifiersCRD 338172 · SEC 801-134530 · 2 filingsShow
CRD 338172SEC 801-134530Legal name B•••••• P••• C•••••• L••First filing on the tape Sep 17, 2025, latest Mar 12, 2026SEC status approved since Nov 18, 2025IAPD
RAUM
$167M
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
Not computed
derived; firm RAUM over IAPD count
Employees
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape

Filed figures over time · the tape starts Sep 17, 2025

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$167M as of Mar 12, 2026
Sep 17, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 12, 2026
Sep 17, 20250 then
Employees (5.A)3 as of Mar 12, 2026
Sep 17, 20251 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 12, 2026; every figure names its basis
The rule behind each archetype, and every derived figureShow
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
$55.8MderivedRAUM 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 assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing

100% pooled investment vehicles

The breakdown by client type, and the client counts1 client typesShow
  • Pooled investment vehicles$88.5M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
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=0.53 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      0 on IAPD today; the longest tenured first
      No representative is registered through this CRD on IAPD.
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • P•••••• O••••••• M••••• G•••••• · Managing Member And Chief Compliance Officercontrol
        since 07/2025 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      2 against comparable advisers; where to look, not conclusions
      • low discretionary shareStatic outlier · filing Mar 12, 2026
        discretionary share of RAUM of 0% against a peer median of 100% (212 comparable advisers, 0.0th percentile, 33.7 robust deviations)
        peers: other advisers, $100M to $500M (212) · 0.0% percentile
      • compensation changedChange between filings · filing Mar 12, 2026
        performance-based compensation (Item 5.E.6): no on the filing of 2025-09-17, yes on the filing of 2026-03-12
        peers: other advisers, $100M to $500M (212)
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 3
        Sep 17, 2025 to Mar 12, 2026
      • Pooled vehicle clients · unset to 2.0
        Sep 17, 2025 to Mar 12, 2026
      • Employees · 1 to 3
        Sep 17, 2025 to Mar 12, 2026
      • Non-discretionary RAUM · $0 to $167M
        Sep 17, 2025 to Mar 12, 2026
      • Pooled vehicle RAUM · unset to 88542607.0
        Sep 17, 2025 to Mar 12, 2026
      Full history · 6 changes
      • RAUM · $0 to $167M
        Sep 17, 2025 to Mar 12, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      ••• Lockedreportedpublic record, Form ADV, Mar 12, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Mar 12, 2026
      Provenance
      Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show
      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
      Other adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026

      Not yet on record: net advisor flow, 12 months, RAUM change, last fiscal year.