DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 10b 100b

E•• M••••••••• C••••••• L••

CRD 154302

WASHINGTON, DC

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Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 123
Dated events: 56
On other graphs: 4
Observed: Dec 2, 2011 to Mar 31, 2026
39 observations

Across DFX

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

Private Equityidentity

E•• M••••••••• C••••••• L••

Private equity manager · cited by id, same SEC CIK, same CRD, same SEC file number

Independent Sponsorsidentity

E•• M••••••••• C••••••• L••

Capital provider to sponsors · cited by id, same SEC CIK, same CRD, same SEC file number

Allocatorsidentity

E•• M••••••••• C•••••• L••

Manager with allocator commitments · cited by id, same SEC CIK, same CRD, same SEC file number

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderived••• Locked
Regulatory AUM: $22B••• Locked
Discretionary RAUM: $22B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 124
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
E•• E••••• F••• X••• L•	Private Equity Fund	$2.3B	Mar 31, 2026	211	Mar 28, 2014	reported	021-197222
B••••••••• E•••••• L•••	Private Equity Fund	$1.7B	Mar 31, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E•• A•••• M••••••••• L••	SOLE MEMBER OF REGISTRANT	E	yes	06/2010	Dec 2, 2011	Jun 24, 2024
E•• G••••• E••••• P•••••••• L••	Member	E	yes	05/2010	Dec 2, 2011	Jun 24, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
F••••• A••••••• L••	n/a	Asset manager	$1.9B	N	yes	n/a
B••••••••• E••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• A•••• H••••••• G•• L••

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Houston	TX	United States	26	yes

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

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	$22B	$20B	12.1%	$21B	2.1%	124	137	1	1

Relationships

showing 80 of 123

Affiliated with (3)

← F• S•••••••• L•••••• A••••••• L••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ F• S•••••••• L•••••• A••••••• L••Registered adviserother investment adviser, common control
factForm ADV
← E•• C••••• M••••••••• C••••••• L••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Advises (77)

Dated events

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

Order

Occurred
31 Mar 2026
Ria private fund assets change
••• Locked
Form ADV
$5.9B
Occurred
31 Mar 2026
Private fund first reported12 events
Private fund first reported: 12 on 31 Mar 2026
$2.4M to $865M
- ••• Locked$865M
- ••• Locked$812M
- ••• Locked$627M
Occurred
24 Jun 2024
Control person joined3 events
E•• M••••••••• C••••••• L••: control person joined, 3 events, on 24 Jun 2024
- ••• Locked
- ••• Locked
- ••• Locked
Occurred
24 Jun 2024
Control person left
••• Locked
Form ADV
Occurred
31 Mar 2023
Control person left
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 2, 2011
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.

All 25 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
E•• E••••• F••• X••••• L•	Private Equity Fund	$506M	Mar 31, 2026	18	Mar 28, 2014	reported	021-197220
E•• E••••• F••• X••• ••••••••• L•	Private Equity Fund	$497M	Mar 31, 2026	16	Mar 29, 2018	reported	021-293522
E•• E••••• F••• X•• •••••••• L•	Private Equity Fund	$451M	Mar 31, 2026	25	Mar 28, 2014	reported	021-197223
E•• E••••• F••• X•• ••••••••• L•	Private Equity Fund	$449M	Mar 31, 2026	21	Mar 28, 2014	reported	021-197299
E•• S••••••• C••••••••• I•• L•	Private Equity Fund	$405M	Mar 31, 2026	2	Mar 30, 2020	reported	021-340149
C••••••• E••••• L•	Private Equity Fund	$388M	Mar 31, 2026	3	Mar 29, 2019	reported	n/a
E•• E••••• T••••••••• F•••• S••••••	Private Equity Fund	$374M	Mar 31, 2026	8	Mar 30, 2021	reported	021-365487
E•• F••• X•••••• ••••••••• L•••	Private Equity Fund	$360M	Mar 31, 2026	8	Mar 30, 2024	reported	021-434312
E••••••••• E••••• P•••••••• L•	Private Equity Fund	$343M	Mar 31, 2026	8	Mar 29, 2018	reported	021-293523
E•••••••• E••••• P•••••••• L•	Private Equity Fund	$302M	Mar 31, 2026	5	Mar 27, 2015	reported	021-230840
E•• E••••• F••• X•••••• L•	Private Equity Fund	$248M	Mar 31, 2026	6	Mar 29, 2018	reported	021-293520
E•• E••••• T••••••••• F••• I•• S••••••	Private Equity Fund	$243M	Mar 31, 2026	4	Mar 31, 2026	reported	021-516345
E•• E••••• F••• X•• L•	Private Equity Fund	$238M	Mar 31, 2026	175	Mar 30, 2012	reported	021-142953
M••••••• L•• A••••••••• L•••	Private Equity Fund	$221M	Mar 31, 2026	9	Mar 31, 2026	reported	021-496349
E•• F•••• E•••••• L•••	Private Equity Fund	$220M	Mar 31, 2026	15	Mar 31, 2026	reported	021-553904

All 11 rows

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
W•••• R••••••• S••••	MEMBER [THROUGH THE R•••••• W••• 2010 I••••••••• TRUST AND THE KRISTINA W••• 2010 I••••••••• TRUST, R•••••• W••• AS TRUSTEE]	C	yes	11/2010	Dec 2, 2011	Jun 24, 2024

All 40 rows

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
E•• E••••• F••• X•• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• E••••• F••• X•• S••••••• G•• L•	n/a	n/a	n/a	N	yes	n/a
E•• E••••• F••• X••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• E••••• F••• X••• S••••••• G•• L•	n/a	n/a	n/a	N	yes	n/a
E•• E••••• I•••••••• X• ••••••••• L•••	n/a	n/a	n/a	N	yes	n/a
E•• E•• G• S•••••••	n/a	n/a	n/a	N	yes	n/a
E•• E•• S•• ••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• E•• S•• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• F••• X•••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• G••••• E••••• P••••••• C•••••• M••••••• L••	n/a	n/a	n/a	N	yes	n/a
E•• G••••• P•••••• D••• F••• G•• L••	n/a	n/a	n/a	Y	no	n/a
E•• G••• E•••••• G• 2• L•••	n/a	n/a	n/a	Y	no	n/a
E•• G••• E•••••• G• 3• L•••	n/a	n/a	n/a	Y	no	n/a
E•• G•• V• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• L••••••• C••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• L•• C••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• M••••••• C••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• N••• C••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• P•••• C••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• P•••••• S•••••••• G•• L•	n/a	n/a	n/a	N	yes	n/a
E•• R•••••• C••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• R•••• E••••• P••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• S••••• C••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• S••••••• C••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E•• U••••••• P••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E••••••••• E••••• P••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
E••••••••• D••••• I••••••••• G•• L•	n/a	n/a	n/a	N	yes	n/a
E•••••••• E••••• P••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
M•••••• C••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
N•••• E•• E••••• P••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a

All 15 rows

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 29, 2016	$15B	$15B	92	61	n/a	45	$7.0B
2014	Mar 27, 2015	$15B	$15B	76	46	n/a	36	$7.0B
2013	Mar 28, 2014	$16B	$16B	72	38	n/a	35	$7.6B
2012	Mar 28, 2013	$10B	$10B	64	37	n/a	29	$7.4B
2011	Mar 30, 2012	$9.6B	$9.6B	n/a	n/a	n/a	26	$9.9B