DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

E••••••• A•••• M•••••••••

E••••••• A•••• M•••••••••, LP, CRD 300710

BOSTON, MA

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Search this name across graphsid dfx:ria:a1b3282a-8493-8ad7-3340-2ad4b9e665a8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 2
Observed: Oct 10, 2019 to Mar 31, 2026
12 observations

Across DFX

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

Private Equityidentity

E••••••• A•••• M•••••••••

Private equity manager · shared crd

Independent Sponsorsidentity

E••••••• A•••• M•••••••••

Capital provider to sponsors · 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=false related_bank=true bd_reps=0.0
Regulatory AUM: $1.0B••• Locked
Discretionary RAUM: $1.0B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
E••••••• P•••••• E••••• P••••••• I• L•	Private Equity Fund	$213M	Mar 27, 2024	42	Jan 29, 2020	reported	021-351680
E•• I••••••••• P•••••••• L••	Private Equity Fund	$93.4M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E••••••• A•••• M••••••••• H•••••••• L•	LIMITED PARTNER	E	yes	05/2018	Oct 10, 2019	Mar 27, 2024
E••••••• A•••• M••••••••• I••	GENERAL PARTNER	F	yes	05/2018	Oct 10, 2019	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
E••••••• P•••••• E••••• P••••••• 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

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	$1.0B	$519M	99.0%	$308M	49.7%	10	10	0	0

Relationships

Advises (4)

→ E••••••• P•••••• E••••• P••••••• I• L•Private fundPrivate Equity Fund, IA
Jan 29, 2020 to presentfactForm ADV
→ E••••••• P•••••• E••••• P••••••• P••••••• F••• 1••• L•Private fundPrivate Equity Fund, IA
Mar 29, 2022 to presentfactForm ADV
→ E•• I••••••••• P•••••••• L••Private fundPrivate Equity Fund, IA
Oct 5, 2021 to presentfactForm ADV
→ E••••••• P•••••• E••••• P••••••• I• ••••• L•••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
E••••••• A•••• M••••••••• reported RAUM $1.0B, up 99% from $519.4M (2025-03-30 to 2026-03-31)
Form ADVobserved 7 days ago
$514M
Occurred
Mar 30, 2025
Regulatory AUM changed
E••••••• A•••• M••••••••• reported RAUM $519.4M, up 44% from $361.8M (2024-03-27 to 2025-03-30)
Form ADVobserved 7 days ago
$158M
Occurred
Mar 28, 2023
Regulatory AUM changed
E••••••• A•••• M••••••••• reported RAUM $307.8M, up 49% from $206.8M (2022-03-29 to 2023-03-28)
Form ADVobserved 7 days ago
$101M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1b3282a-8493-8ad7-3340-2ad4b9e665a8
First observed: Oct 10, 2019
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.