DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

E••• G••••• A••••••• L••

CRD 317761

NEW YORK, NY

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Search this name across graphsid dfx:ria:85fe31f9-0aa1-122c-cfac-f7d3ac75f050

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 3
Observed: Jun 28, 2024 to Mar 31, 2026
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

E••• G••••• A••••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

E••• G••••• A••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

E••• G••••• A••••••• L••

Private equity manager · shared crd

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=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=18.0
Regulatory AUM: $286M••• Locked
Discretionary RAUM: $286M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 22

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
E••• G••••• I••••••••• L•••	Private Equity Fund	$214M	Jul 23, 2024	4	Dec 17, 2021	reported	n/a
E••• R••••••••• C•••••• L•••	Private Equity Fund	$12.1M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D••• 2••• T••••	Member	E	yes	11/2020	Jun 28, 2024	Jul 23, 2024
D•••• D••••• M•	Manager	F	yes	11/2020	Jun 28, 2024	Jul 23, 2024
D•••• D••••• M•

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
E••• G••••• C•••••• P••••••• L••	n/a	n/a	n/a	N	yes	n/a
E••• G••••• P••••••• 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 31, 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	$286M	$279M	2.3%	n/a	n/a	22	17	0	0

Relationships

Advises (2)

→ E••• R••••••••• C•••••• L•••Private fundPrivate Equity Fund, IA
Feb 28, 2023 to presentfactForm ADV
→ E••• G••••• I••••••••• L•••Private fundPrivate Equity Fund, IA
Dec 17, 2021 to presentfactForm ADV

Controls (8)

← D•••• D••••• M•OwnerTRUSTEE, ownership code F, individual
Jun 28, 2024 to Jul 23, 2024factForm ADV
← K••••• R•••••Owner

Dated events

Occurred
Jun 28, 2024
First Form ADV filing
E••• G••••• A••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:85fe31f9-0aa1-122c-cfac-f7d3ac75f050
First observed: Jun 28, 2024
Last observed: Mar 31, 2026 5 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.