DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

E•••• I•••••••••

E•••• I••••••••• MANAGEMENT, LP, CRD 309483

NEW YORK, NY

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Search this name across graphsid dfx:ria:b734795f-c61c-4242-1352-efac5633657a

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 15
On other graphs: 3
Observed: Nov 19, 2021 to Mar 31, 2026
7 observations

Across DFX

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

Private Equityidentity

E•••• I•••••••••

Private equity manager · cited, key crd, key sfn adviser, shared crd

Independent Sponsorsidentity

E•••• I•••••••••

Capital provider to sponsors · cited, key crd, key sfn adviser, shared crd

Allocatorsidentity

E•••• I•••••••••

Manager with allocator commitments · cited, key crd, key sfn adviser, 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: $1.7B••• Locked
Discretionary RAUM: $1.7B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 21

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
E•••• I••••••••• F••• I••• L•	Private Equity Fund	$307M	Mar 31, 2026	14	May 29, 2020	reported	021-362938
E•••• S•• I• C••••••••• L•	Private Equity Fund	$209M	Mar 31, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E•••• I••••••••• M••••••••• H•••••••• L•	LIMITED PARTNER	E	yes	05/2020	Nov 19, 2021	Mar 29, 2024
E•••• I••••••••• P•••••••• L••	GENERAL PARTNER	Na	yes	12/2019	Nov 19, 2021	Mar 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
E•••• I••••••••• F••• I• G•• L•	n/a	n/a	n/a	N	yes	n/a
E•••• I••••••••• F••• 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 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	$1.7B	$1.2B	40.1%	$351M	68.6%	21	18	0	0

Relationships

Advises (11)

→ E•••• I••••••••• F••• I• L•Private fundPrivate Equity Fund, IA
Nov 19, 2021 to presentfactForm ADV
→ E•••• S••• L•Private fundPrivate Equity Fund, IA
Mar 31, 2026 to presentfactForm ADV
→ E•••• I••••••••• F••• I••• L•Private fundPrivate Equity Fund, IA
May 29, 2020 to presentfactForm ADV
→ E•••• I••••••••• F••• I•••• L•

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$481M
Occurred
Mar 31, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$339M
Occurred
Mar 31, 2026
Ria principal change
••• Locked
Form ADVobserved today

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b734795f-c61c-4242-1352-efac5633657a
First observed: Nov 19, 2021
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.