DFX Intelligence

E•••••• C••••••• L•: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

E•••••• C••••••• L•

CRD 313321

NEW YORK, NY

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Search this name across graphsid dfx:ria:458066ba-259a-195f-d997-af12b263a590

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 2
On other graphs: 0
Observed: Mar 15, 2021 to Mar 27, 2026
10 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: asset managerderivedprivate_client_share=0.0 fund_share=0.69 institutional_share=0.08 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $786M••• Locked
Discretionary RAUM: $786M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
E•••••• B••••• L•	Hedge Fund	$397M	Sep 25, 2024	1	Mar 29, 2023	reported	021-431335
C•••••• P•••••••• L••• • E•••••• C••••••• L• S•••••	Hedge Fund	$151M	Sep 25, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E•••••• M••••••••• G•• L••	GENERAL PARTNER	Na	yes	09/2020	Mar 15, 2021	Sep 25, 2024
P•••• F••••• H•••••••• L••	LIMITED PARTNER	D	yes	09/2020	Mar 15, 2021	Sep 25, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
E•••••• B••••• G•	n/a	n/a	n/a	N	yes	n/a
E•••••• I••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$786M	$803M	-2.2%	$643M	6.9%	4	5	0	0

Relationships

Advises (3)

→ E•••••• I••••••••• M••••• F•••• L•Private fundHedge Fund, IA
Aug 12, 2021 to presentfactForm ADV
→ E•••••• B••••• L•Private fundHedge Fund, IA
Mar 29, 2023 to presentfactForm ADV
→ C•••••• P•••••••• L••• • E•••••• C••••••• L• S•••••Private fundHedge Fund, IA
Mar 28, 2022 to presentfactForm ADV

Controls (6)

Dated events

Occurred
Mar 29, 2023
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$457M
Occurred
Mar 15, 2021
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:458066ba-259a-195f-d997-af12b263a590
First observed: Mar 15, 2021
Last observed: Mar 27, 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.