DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 169111
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PATRICIA BRYANT MELCHER | n/a | HOUSTON, TX | 11 | 37 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| EIV CAPITAL FUND IV, LP | Private Equity Fund | $658M | Apr 26, 2024 | 56 | Mar 26, 2020 | reported | 021-355847 |
| EIV CAPITAL FUND III, LP | Private Equity Fund | $656M | Apr 26, 2024 | 37 | Mar 27, 2017 | reported | 021-276762 |
| EIV CAPITAL FUND V, LP | Private Equity Fund | $310M | Apr 26, 2024 | 18 | Mar 28, 2024 | reported | 021-490125 |
| EIV CAPITAL FUND II, LP | Private Equity Fund | $205M | Apr 26, 2024 | 87 | Sep 13, 2013 | reported | 021-200411 |
| EIV CAPITAL IV TOP-UP FUND, LP | Private Equity Fund | $160M | Apr 26, 2024 | 17 | Mar 26, 2020 | reported | 021-35584701 |
| EIV H2O MIDSTREAM HOLDINGS, LLC | Private Equity Fund | $96.5M | Apr 26, 2024 | 24 | Mar 27, 2017 | reported | 021-329951 |
| EIV EISLEY, LP | Private Equity Fund | $91.3M | Apr 26, 2024 | 2 | Mar 29, 2023 | reported | 021-457929 |
| EIV FULLSTREAM ENERGY HOLDINGS LLC | Private Equity Fund | $76.2M | Apr 26, 2024 | 13 | Mar 26, 2018 | reported | n/a |
| EIV CAPITAL FUND III-A, LP | Private Equity Fund | $62.9M | Apr 26, 2024 | 36 | Mar 27, 2017 | reported | 021-280468 |
| EIV AMP HOLDINGS II AGGREGATOR, LLC | Private Equity Fund | $40.5M | Apr 26, 2024 | 5 | Mar 28, 2024 | reported | n/a |
| EIV CAPITAL FUND, LP | Private Equity Fund | $6.9M | Mar 28, 2019 | 16 | Mar 28, 2019 | dropped | 021-131547 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANDANTE CAPITAL INC. | MANAGING MEMBER - CLASS A | C | yes | 12/2016 | Mar 27, 2017 | Apr 26, 2024 |
| DAVIS, GREGORY, M | President | E | yes | 08/2019 | Mar 26, 2020 | Apr 26, 2024 |
| FIANNA CAPITAL INC. | MEMBER - CLASS A | C | yes | 12/2016 | Mar 27, 2017 | Apr 26, 2024 |
| FINAN, DAVID, JOHN PAUL | MANAGING PARTNER | Na | yes | 06/2014 | Jun 30, 2015 | Apr 26, 2024 |
| FINAN, DAVID, JOHN PAUL | President | E | yes | 12/2016 | Jun 30, 2015 | Apr 26, 2024 |
| GOTTSCHALK, JENNIFER, BYRD | President | E | yes | 03/2017 | Jun 30, 2015 | Apr 26, 2024 |
| HARVEY, CLAIRE, RENEE | President | E | yes | 10/2022 | Mar 29, 2023 | Apr 26, 2024 |
| LEVIN, GARY | President | E | yes | 08/2023 | Mar 28, 2024 | Apr 26, 2024 |
| MELCHER, PATRICIA, BRYANT | President | E | yes | 12/2016 | Jun 30, 2015 | Apr 26, 2024 |
| MELCHER, PATRICIA, BRYANT | MANAGING PARTNER | Na | yes | 06/2013 | Jun 30, 2015 | Apr 26, 2024 |
| DAVIS, GREGORY, M | Partner | Na | no | 07/2019 | Mar 26, 2020 | Apr 26, 2024 |
| GOTTSCHALK, JENNIFER, BYRD | Partner | Na | no | 06/2013 | Jun 30, 2015 | Apr 26, 2024 |
| HARVEY, CLAIRE, RENEE | Partner | Na | no | 10/2022 | Mar 29, 2023 | Apr 26, 2024 |
| HIGHLAND RIDGE HOLDINGS, INC | MEMBER - CLASS C | A | no | 08/2023 | Mar 28, 2024 | Apr 26, 2024 |
| LACEWOOD HOLDINGS INC. | MEMBER - CLASS C | A | no | 03/2017 | Mar 27, 2017 | Apr 26, 2024 |
| LEVIN, GARY | Partner | Na | no | 08/2023 | Mar 28, 2024 | Apr 26, 2024 |
| MH PARTNERS BLUEJACK INC. | MEMBER - CLASS C | A | no | 10/2022 | Mar 29, 2023 | Apr 26, 2024 |
| NWULI, UGOCHUKWU, GABRIEL | GENERAL COUNSEL | Na | no | 01/2024 | Mar 28, 2024 | Apr 26, 2024 |
| STAMETS, JILL, MELISSA | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | Na | no | 01/2015 | Jun 30, 2015 | Apr 26, 2024 |
| VALLEY CREEK VENTURES, INC. | MEMBER - CLASS C | A | no | 07/2019 | Mar 26, 2020 | Apr 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| EIV EISLEY FUND ADVISORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| EIV FUND ADVISORS II, LLC | n/a | n/a | n/a | N | yes | n/a |
| EIV FUND ADVISORS III, LLC | n/a | n/a | n/a | N | yes | n/a |
| EIV FUND ADVISORS IV, LLC | n/a | n/a | n/a | N | yes | n/a |
| EIV FUND ADVISORS V, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $2.2B | $2.2B | 44 | 23 | 0 | 12 | n/a |
| 2024 | Apr 28, 2025 | $2.2B | $2.2B | 37 | 24 | 0 | 12 | n/a |
| 2023 | Mar 28, 2024 | $2.4B | $2.4B | 32 | 20 | 0 | 10 | $2.4B |
| 2022 | Mar 29, 2023 | $1.9B | $1.9B | 32 | 20 | 0 | 8 | $2.2B |
| 2021 | Mar 29, 2022 | $2.1B | $2.1B | 23 | 17 | 0 | 7 | $2.3B |
| 2020 | Mar 25, 2021 | $1.8B | $1.8B | 23 | 17 | 0 | 7 | $2.0B |
| 2019 | Mar 26, 2020 | $1.5B | $1.5B | 20 | 13 | 0 | 7 | $1.7B |
| 2018 | Mar 28, 2019 | $920M | $920M | 19 | 10 | 1 | 6 | $1.1B |
| 2017 | Mar 26, 2018 | $994M | $994M | 11 | 7 | 1 | 5 | $191M |
| 2016 | Mar 27, 2017 | $740M | $740M | 10 | 7 | n/a | 4 | $30.6M |
| 2015 | Mar 15, 2016 | $267M | $267M | 9 | 5 | n/a | 1 | $267M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.2B | $2.2B | 2.6% | $1.9B | 4.7% | 44 | 37 | 0 | 0 |