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Firms / B••• • B•••• L•

B••• • B•••• L•

Micro VC · probableHouston, TXb••••••••.comSEC exempt reporting adviser

Our mission at B••• • B••• is to educate and help our clients manage their assets wisely in order to achieve their financial goals and use their wealth for maximum impact.

venture manager, reported GAV $43.0M across 10 vehicles

Importance
20
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
56
elevated
Freshness
98
high
Research priority
11
low
Identity and regulatory footprint
Headquarters
Houston, TXadviserinfo.sec.gov
Office address
700 MILAM STREET, SUITE #1300 - PMB 153, Houston, TX, 77002adviserinfo.sec.gov
Business phone
(847) 881-6435adviserinfo.sec.gov
SEC adviser type
exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
private fund adviseradviserinfo.sec.gov
Latest Form ADV
Mar 31, 2026
Private funds reported
10 (8 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$144Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
business phone
(847) 881-6435adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
8 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
W•••• o• M•••••• X•• L•Fund2024 form d first saleEarly deploymentunknownunknown$8.8M
of $8.8M
Jun 15, 2026
W•••• o• M•••••• X• L•Fund2024 form d first saleNewly closedunknownunknown$7.8M
of $7.8M
Jun 15, 2026
W•••• o• M•••••• X• L•••Fund2023 form d first saleActive deployment$11.1M
Mar 29, 2024
61$30.7M
of $30.7M
Jun 15, 2026
W•••• o• M•••••• X•• L•••Fund2023 form d first saleActive deploymentunknownunknown$14.7M
of $14.7M
Jun 15, 2026
W•••• o• M•••••• V• L•••Fund2021 form d first saleMature$14.0M
Mar 29, 2024
40$10.9M
of $10.9M
Jun 15, 2026
W•••• o• M•••••• I•• L•••Fund2021 form d first saleMature$7.1M
Mar 29, 2024
33$7.4M
of $7.4M
Jun 15, 2026
W•••• o• M•••••• V•• L•Fund2021 form d first saleMature$6.5M
Mar 29, 2024
46$6.6M
of $6.6M
Jun 15, 2026
W•••• o• M•••••• V• L•••Fund2021 form d first saleMature$4.3M
Mar 29, 2024
39$4.2M
of $4.2M
Jun 15, 2026
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
1 current, 0 departed
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
6 dated events
  1. Mar 29, 2024
    W•••• o• M•••••• X• L••• first reported on Form ADV by B••• • B•••• L• (Venture Capital Fund), GAV $11,113,428
  2. Jan 26, 2022
    B••• • B•••• L• first filed Form ADV (ERA)
  3. Jan 26, 2022
    W•••• o• M•••••• I•• L••• first reported on Form ADV by B••• • B•••• L• (Venture Capital Fund), GAV $5,091,924
  4. Jan 26, 2022
    W•••• o• M•••••• V• L••• first reported on Form ADV by B••• • B•••• L• (Venture Capital Fund), GAV $6,601,385
  5. Jan 26, 2022
    W•••• o• M•••••• V• L••• first reported on Form ADV by B••• • B•••• L• (Venture Capital Fund), GAV $2,337,211
  6. Jan 26, 2022
    W•••• o• M•••••• V•• L• first reported on Form ADV by B••• • B•••• L• (Venture Capital Fund), GAV $4,249,988
Classification history
  1. Sep 12, 2026
    Micro VC (probable, 80%, cls-1)
    venture manager, reported GAV $43.0M across 10 vehicles
  2. Sep 12, 2026
    Micro VC (probable, 80%, cls-1)
    venture manager, reported GAV $43.0M across 5 vehicles
Evidence
35 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedprivate_fund_adviserMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedprivate_fund_adviserMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC adviser typeexempt_reporting_adviserMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeexempt_reporting_adviserMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2022-01-26Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-03-31Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-03-29Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusERA - ActiveMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2022-01-26Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds1Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone(847) 881-6435Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone(847) 881-6435Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
DescriptionOur mission at B••• • B••• is to educate and help our clients manage their assets wisely in order to achieve their financial goals and use their wealth for maximum impact.
meta description
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionOur mission at B••• • B••• is to educate and help our clients manage their assets wisely in order to achieve their financial goals and use their wealth for maximum impact.
meta description
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
HeadquartersHouston, TXMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersHouston, TXMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address700 MILAM STREET, SUITE #1300 - PMB 153, Houston, TX, 77002Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address700 MILAM STREET, SUITE #1300 - PMB 153, Houston, TX, 77002Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited PartnershipMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Legal formLimited PartnershipMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported10Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported6Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$144MMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$79.7MMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported8Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported5Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitehttps://b••••••••.com/Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Websitehttps://b••••••••.com/Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleB••• • B••• - A Boutique Wealth Management Firm
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleB••• • B••• - A Boutique Wealth Management Firm
title tag
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)