DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

E•••• V•••• G••••• A••••••• L••••••

CRD 304545

DUBLIN

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:7c145a00-5823-7e8c-94b9-f0f3cf448dc3

Data as of Jun 28, 2019 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 39
Dated events: 1
On other graphs: 0
Observed: Jun 28, 2019 to Jun 28, 2019
1 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.5B••• Locked
Discretionary RAUM: $1.5B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• C••••• R•••••	Trustee	F	yes	11/2015	Jun 28, 2019	Jun 28, 2019
C••••••• D•••••• C•••	Trustee	F	yes	03/2012	Jun 28, 2019	Jun 28, 2019

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
P••••••••• P•••••••• A••••••••• L••	n/a	Bd affiliated wealth	$685B	N	yes	n/a
B••••• M••••••••• A•• R•••••••	n/a	Asset manager	$155B	N	yes	n/a

Relationships

Affiliated with (9)

→ B••••• M••••••••• A•• R•••••••Registered adviserother investment adviser, bank, common control
factForm ADV
→ E•••• V•••• M•••••••••Registered adviserother investment adviser, bank, pooled vehicle sponsor, control, common control
factForm ADV
→ P••••••••• P•••••••• A•••••••••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ A•••••• C••••••Registered adviser

Dated events

Occurred
Jun 28, 2019
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c145a00-5823-7e8c-94b9-f0f3cf448dc3
First observed: Jun 28, 2019
Last observed: Jun 28, 2019 88 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.

Controls (27)

← E•••• V•••• M•••••••••OwnerOWNER, ownership code E, domestic entity
Jun 28, 2019 to presentfactForm ADV
← C••••••• D•••••• C•••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← E••••• J••••• H•••••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← W••••••••• M••••••• W••••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← S••••••••• P•••••• F••••••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← W•••••• M••••••• J•••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← L••••••••• B••••• D•••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← M•••••• D••••• C•••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← S•••• J•••• L•••••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← F••••• T•••••• E••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← P•••••• E•••••• J••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← M•••••• F••••••••• S••••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← H•••••• L•••••• G••••••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← P•••• S••••• H••••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← S••••• E•••• A•••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← R•••• C••••••• B•••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← W•••••••• R••• K••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← C••••••• C••••••• J•••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← G••••• M••••••• A••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← R•••• C••••• P•••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← P••••••••• L••••• R••••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← C•••••• M••••••• A•••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← B••••••• C••••• R•••••OwnerTRUSTEE, ownership code F, individual
Jun 28, 2019 to presentfactForm ADV
← d• b••••• p•••••OwnerDIRECTOR, ownership code NA, individual
Jun 28, 2019 to presentfactForm ADV
← J••••••• M••••••• G•••••OwnerDIRECTOR, ownership code NA, individual
Jun 28, 2019 to presentfactForm ADV
← E•••• V•••• C••••OwnerWHOLLY OWNS EVM, ownership code E, domestic entity
Jun 28, 2019 to presentfactForm ADV
← E•••• V•••• C•••• V••••• T••••OwnerTRUST HOLDING 100% OF EVC V••••• SHARES, ownership code E, domestic entity
Jun 28, 2019 to presentfactForm ADV