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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

CAPRI EGM, LLC

CRD 304389

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:341f77b4-a7af-c9f7-c6d6-024d85568ba9

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 2
On other graphs: 0
Observed: May 30, 2019 to Feb 23, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-02-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Custody, client assets: $34.0M
SEC number: 801-116878
CRD: 304389
Filings on the tape: 9
First filed: May 30, 2019
Latest filed: Feb 23, 2026
Organised: Limited Liability Company, DE
Website: capri-egm.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAPRI CAPITAL PARTNERS, LLC	MEMBER, CAPRI EGM, LLC CLASS A & B	C	yes	06/2014	May 30, 2019	Mar 27, 2024
CAPRI INVESTOR, LLC	Member	C	yes	03/2007	May 30, 2019	Mar 27, 2024
DOMAIN GVA-1, LLC	Member	E	yes	08/2006	May 30, 2019	Mar 27, 2024
EGM NET LEASE ADVISOR, LLC	MEMBER, CAPRI EGM, LLC CLASS A	C	yes	06/2014	May 30, 2019	Mar 27, 2024
HOWELL, MARK, EVAN	CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND BOARD OF MANAGERS	Na	yes	06/2014	May 30, 2019	Mar 27, 2024
JSPL, LLC	Member	C	yes	06/2016	May 30, 2019	Mar 27, 2024
PRIMO 2012 DESCENDANTS GIFT TRUST	Member	C	yes	12/2012	May 30, 2019	Mar 27, 2024
PRIMO INVESTOR, LLC	Member	E	yes	02/2007	May 30, 2019	Mar 27, 2024
PRIMO, DIANE, INGRID	Trustee	E	yes	12/2012	May 30, 2019	Mar 27, 2024
PRIMO, QUINTIN, EBENEZER	CO-CHAIRMAN BOARD OF MANAGERS	Na	yes	06/2014	May 30, 2019	Mar 27, 2024
PRIMO, QUINTIN, EBENEZER	Member	D	yes	12/2010	May 30, 2019	Mar 27, 2024
PRUETT, SHELBY, EDWIN LANZ	CO-CHAIRMAN BOARD OF MANAGERS AND CHIEF EXECUTIVE OFFICER	Na	yes	06/2014	May 30, 2019	Mar 27, 2024
PRUETT, SHELBY, EDWIN LANZ	Member	E	yes	06/2014	May 30, 2019	Mar 27, 2024
SMRS - STATE TREASURERS OF THE STATE OF MICHIGAN AS CUSTODIA FOR SEVERAL MICHIGAN PENSION FUNDS	Member	E	yes	08/2006	May 30, 2019	Mar 27, 2024
JDSA 1, LLC	MEMBER, CAPRI EGM, LLC CLASS C	A	no	06/2016	May 30, 2019	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPRI CAPITAL PARTNERS, LLC	n/a	Former SEC adviser	$300M	Y	yes	n/a
CAPRI/EGM-VA GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 23, 2026	$0	$0	2	2	n/a	n/a
2024	Mar 28, 2025	$0	$0	2	2	n/a	n/a
2023	Mar 27, 2024	n/a	n/a	2	2	n/a	n/a
2022	Mar 22, 2023	n/a	n/a	2	2	n/a	n/a
2021	Mar 14, 2022	n/a	n/a	2	2	n/a	n/a
2020	Mar 26, 2021	n/a	n/a	2	2	n/a	n/a
2019	Mar 23, 2020	n/a	n/a	3	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	$0	n/a	n/a	n/a	2	2	0	0

Relationships

Affiliated with (2)

→ CAPRI CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, LP sponsor, control, common control
factForm ADV
← CAPRI CAPITAL PARTNERS, LLCRegistered adviserother investment adviser, LP sponsor, control
factForm ADV

Controls (12)

← CAPRI CAPITAL PARTNERS, LLCOwnerMEMBER, CAPRI EGM, LLC CLASS A & B, ownership code C, domestic entity
May 30, 2019 to Mar 27, 2024factForm ADV
← PRIMO, QUINTIN, EBENEZEROwnerMEMBER, ownership code D, individual
May 30, 2019 to Mar 27, 2024factForm ADV
← PRUETT, SHELBY, EDWIN LANZOwnerMEMBER, ownership code E, individual
May 30, 2019 to Mar 27, 2024factForm ADV
← HOWELL, MARK, EVANOwnerCHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND BOARD OF MANAGERS, ownership code NA, individual
May 30, 2019 to Mar 27, 2024factForm ADV
← PRIMO, DIANE, INGRIDOwnerTRUSTEE, ownership code E, individual
May 30, 2019 to Mar 27, 2024factForm ADV
← CAPRI INVESTOR, LLCOwnerMEMBER, ownership code C, domestic entity
May 30, 2019 to Mar 27, 2024factForm ADV
← DOMAIN GVA-1, LLCOwnerMEMBER, ownership code E, domestic entity
May 30, 2019 to Mar 27, 2024factForm ADV
← EGM NET LEASE ADVISOR, LLCOwnerMEMBER, CAPRI EGM, LLC CLASS A, ownership code C, domestic entity
May 30, 2019 to Mar 27, 2024factForm ADV
← JSPL, LLCOwnerMEMBER, ownership code C, domestic entity
May 30, 2019 to Mar 27, 2024factForm ADV
← PRIMO 2012 DESCENDANTS GIFT TRUSTOwnerMEMBER, ownership code C, domestic entity
May 30, 2019 to Mar 27, 2024factForm ADV
← PRIMO INVESTOR, LLCOwnerMEMBER, ownership code E, domestic entity
May 30, 2019 to Mar 27, 2024factForm ADV
← SMRS - STATE TREASURERS OF THE STATE OF MICHIGAN AS CUSTODIA FOR SEVERAL MICHIGAN PENSION FUNDSOwnerMEMBER, ownership code E, domestic entity
May 30, 2019 to Mar 27, 2024factForm ADV

Owns (1)

← JDSA 1, LLCOwnerMEMBER, CAPRI EGM, LLC CLASS C, ownership code A, domestic entity
May 30, 2019 to Mar 27, 2024factForm ADV

Dated events

Occurred
Mar 23, 2020
Control person left
Wentworth Louis Hoyes (Member Board Of Managers) no longer on Schedule A of Capri Egm, Llc (listed 2019-05-31, absent 2020-03-23)
Form ADVobserved 4 days ago
Occurred
May 30, 2019
First Form ADV filing
Capri Egm, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:341f77b4-a7af-c9f7-c6d6-024d85568ba9
First observed: May 30, 2019
Last observed: Feb 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAPRI EGM, LLC

CRD 304389

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:341f77b4-a7af-c9f7-c6d6-024d85568ba9

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:07 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAPRI CAPITAL PARTNERS, LLC

MEMBER, CAPRI EGM, LLC CLASS A & B

yes

06/2014

May 30, 2019

Mar 27, 2024

CAPRI INVESTOR, LLC

Member

yes

03/2007

May 30, 2019

Mar 27, 2024

DOMAIN GVA-1, LLC

Member

yes

08/2006

May 30, 2019

Mar 27, 2024

EGM NET LEASE ADVISOR, LLC

MEMBER, CAPRI EGM, LLC CLASS A

yes

06/2014

May 30, 2019

Mar 27, 2024

HOWELL, MARK, EVAN

CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND BOARD OF MANAGERS

yes

06/2014

May 30, 2019

Mar 27, 2024

JSPL, LLC

Member

yes

06/2016

May 30, 2019

Mar 27, 2024

PRIMO 2012 DESCENDANTS GIFT TRUST

Member

yes

12/2012

May 30, 2019

Mar 27, 2024

PRIMO INVESTOR, LLC

Member

yes

02/2007

May 30, 2019

Mar 27, 2024

PRIMO, DIANE, INGRID

Trustee

yes

12/2012

May 30, 2019

Mar 27, 2024

PRIMO, QUINTIN, EBENEZER

CO-CHAIRMAN BOARD OF MANAGERS

yes

06/2014

May 30, 2019

Mar 27, 2024

PRIMO, QUINTIN, EBENEZER

Member

yes

12/2010

May 30, 2019

Mar 27, 2024

PRUETT, SHELBY, EDWIN LANZ

CO-CHAIRMAN BOARD OF MANAGERS AND CHIEF EXECUTIVE OFFICER

yes

06/2014

May 30, 2019

Mar 27, 2024

PRUETT, SHELBY, EDWIN LANZ

Member

yes

06/2014

May 30, 2019

Mar 27, 2024

SMRS - STATE TREASURERS OF THE STATE OF MICHIGAN AS CUSTODIA FOR SEVERAL MICHIGAN PENSION FUNDS

Member

yes

08/2006

May 30, 2019

Mar 27, 2024

JDSA 1, LLC

MEMBER, CAPRI EGM, LLC CLASS C

06/2016

May 30, 2019

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPRI CAPITAL PARTNERS, LLC

n/a

Former SEC adviser

$300M

yes

n/a

CAPRI/EGM-VA GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 23, 2026

n/a

2024

Mar 28, 2025

n/a

2023

Mar 27, 2024

n/a

2022

Mar 22, 2023

n/a

2021

Mar 14, 2022

n/a

2020

Mar 26, 2021

n/a

2019

Mar 23, 2020

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a