DFX Intelligence

Private Equity Intelligence

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Firms / E••• C•••••• G••••• L••

E••• C•••••• G••••• L••

Fund of funds · probableMiddle marketSan Francisco, CAwebsiteSEC registered investment adviser

Classification

Class: Fund of fundsprobable, confidence 75%
Basis: R1: 61 of 95 admitted vehicles carry the sworn fund-of-funds flag
Size band: Middle marketdefined by: proxy: $2.14bn Private Equity Fund GAV on the Form ADV filed 2024-10-09

Classification history (1)

Sep 13, 2026
Fund of funds (probable, 75%, cls-pe-1)
R1: 61 of 95 admitted vehicles carry the sworn fund-of-funds flag

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 20, 2018 to Oct 9, 2024
RAUM: $4.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 86
PE fund GAV, latest filing: $2.1Breported gross assets (Form ADV), not fund size
All private fund GAV: $2.1Bevery private fund type, latest filing
2024 PE fund GAV: $2.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-10-09, latest gav Private Equity Fund $2.1B, latest counts Private Equity Fund 86, lifetime distinct Private Equity Fund 97
Employees: 60
Headquarters: San Francisco, CA
Office address: 1 LOMBARD ST. #200, San Francisco, CA, 94111
Business phone: 415-433-3747

Stated criteria beside observed behaviour

no observed deals yet

Stated by the firm

Sectors: not stated or not yet read
Geography: not stated or not yet read
Revenue: not stated or not yet read
EBITDA: not stated or not yet read
Enterprise value: not stated or not yet read
Equity check: not stated or not yet read
Control: not stated or not yet read
Thesis: not stated or not yet read

Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds

95 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
E•• L••• P••• S•••••• S••••••••• I• S••••• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$66.3M as of Oct 9, 2024	no Form D	Unknown
E•• L••• A••• P••• I• S••••• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$30.2M as of Oct 9, 2024	no Form D	Unknown
E•• L••• A•••••••• V•• S••••• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$15.1M as of Oct 9, 2024	no Form D	Unknown
E•• L••• L•••• I• S••••• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$13.3M as of Oct 9, 2024	no Form D	Unknown
E•• L••• A•••• I• S••••• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$10.6M as of Oct 9, 2024	no Form D	Unknown
E•• L••• G•••••••• V• P• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$6.6M as of Oct 9, 2024	no Form D	Unknown
E•• L••• Z••••• a• S••••• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$6.3M as of Oct 9, 2024	no Form D	Unknown
E•• L••• I•• X•••• S••••• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$5.7M as of Oct 9, 2024	no Form D	Unknown
E•• L••• T••• C•• S••••• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$4.8M as of Oct 9, 2024	no Form D	Unknown
E•• L••• H•• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$60.0M as of Oct 9, 2024	no Form D	Unknown
E•• L••• B••• I•• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$42.2M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• A••• W••• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$33.8M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• S••• N••• P• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$25.0M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• B••••• C• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$24.2M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• M•••• V••• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$20.0M as of Oct 9, 2024	no Form D	Unknown
E•• L••• J•• V• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$18.6M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• E••••• C• P• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$16.5M as of Oct 9, 2024	no Form D	Unknown
E•• L••• S• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$12.9M as of Oct 9, 2024	no Form D	Unknown
E•• L••• G••••••• I• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$12.7M as of Oct 9, 2024	no Form D	Unknown
E•• L••• K•• C••••• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$11.2M as of Oct 9, 2024	no Form D	Unknown
E•• L••• T•• G•• P•• X• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$10.6M as of Oct 9, 2024	no Form D	Unknown
E•• L••• A••• L••• I• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$10.0M as of Oct 9, 2024	no Form D	Unknown
E•• L••• S••• D• P• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$9.9M as of Oct 9, 2024	no Form D	Unknown
E•• L••• F••••••••• V••••••• V• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$9.4M as of Oct 9, 2024	no Form D	Unknown
E•• L••• P••• I• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$7.2M as of Oct 9, 2024	no Form D	Unknown
E•• L••• S••••••• V•• P• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$6.9M as of Oct 9, 2024	no Form D	Unknown
E•• L••• W••• S••• P• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$3.3M as of Oct 9, 2024	no Form D	Unknown
E•• L••• C••••••••• B• P• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$1.1M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• P••• V••• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$198M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• F••• L•••••• I•• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$117M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• F••• I• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$69.2M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• D••• V• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$52.5M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• I•• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$45.3M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• T•••••••• I•• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$42.1M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• B••• I• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$35.4M as of Oct 9, 2024	no Form D	Unknown
E•• L••• C•••••••• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$34.2M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• G••••••• P• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$32.8M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• T•••• P• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$30.6M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• W••• P• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$25.8M as of Oct 9, 2024	no Form D	Unknown
E•• L••• V••••••• P• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$25.5M as of Oct 9, 2024	no Form D	Unknown
E•• L••• V••• I•• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$24.1M as of Oct 9, 2024	no Form D	Unknown
E•• L••• T•• G•• P•• X•• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$22.9M as of Oct 9, 2024	no Form D	Unknown
E•• L••• V• I• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$21.1M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• A•••• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$19.7M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• A•••••••• V• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$19.3M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• C••••• V• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$18.5M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• P••• I•• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$17.5M as of Oct 9, 2024	no Form D	Unknown
E•• L••• S•••• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$16.9M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• N•••••••• L•••••••• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$16.4M as of Oct 9, 2024	no Form D	Unknown
E•• L••• P••• V• I•• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$16.1M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• G•••••••• I• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$14.7M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• R••••• P• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$13.5M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• S•••••••• B• P• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$12.2M as of Oct 9, 2024	no Form D	Unknown
E•• L••• E••• I•• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$11.8M as of Oct 9, 2024	no Form D	Unknown
E•• L••• L•••• I•• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$11.4M as of Oct 9, 2024	no Form D	Unknown
E•• L••• C••••••• P• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$11.3M as of Oct 9, 2024	no Form D	Unknown
E•• L••• S••••••• B• P• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$11.0M as of Oct 9, 2024	no Form D	Unknown
E•• L••• R•••••• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$9.9M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• Q•• V••••••••• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$9.7M as of Oct 9, 2024	no Form D	Unknown
E•• L••• R••••• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$9.4M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• A••••••• F• P• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$8.5M as of Oct 9, 2024	no Form D	Unknown
E•• L••• E•••••• I• P• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$1.6M as of Oct 9, 2024	no Form D	Unknown
E•• L••• L•••• P• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$0 as of Aug 23, 2023	no Form D	Wound down
E•• L••• O•••• P• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$0 as of Aug 23, 2023	no Form D	Wound down
E•• L••• A••••• P• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$0 as of Apr 28, 2022	no Form D	Wound down
E•• L••• A••••• B• P• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$0 as of Oct 9, 2024	no Form D	Unknown
E•• L••• S••• P• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$71.5M as of Oct 9, 2024	no Form D	Unknown
E•• L••• C•••• P• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$53.7M as of Oct 9, 2024	no Form D	Unknown
E•• L••• S••• P• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$39.4M as of Oct 9, 2024	no Form D	Unknown
E•• L••• C••• P• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$38.1M as of Oct 9, 2024	no Form D	Active deployment
E•• L••• T•••• P• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$37.7M as of Oct 9, 2024	no Form D	Active deployment
E•• L••• T•• G•• P•• X•• P• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$33.1M as of Oct 9, 2024	no Form D	Unknown
E•• L••• I•• X••• P• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$21.2M as of Oct 9, 2024	no Form D	Unknown
E•• L••• P••• I• P• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$18.7M as of Oct 9, 2024	no Form D	Unknown
E•• L••• D••• V• P• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$17.7M as of Oct 9, 2024	no Form D	Unknown
E•• L••• M•••• V•• P• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$17.6M as of Oct 9, 2024	no Form D	Unknown
E•• L••• G• 2••• P• ADV: Private Equity Fund	Fund of funds	2021 year in the fund name	$13.6M as of Oct 9, 2024	no Form D	Early deployment
E•• L••• L•••• P• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$7.2M as of Oct 9, 2024	no Form D	Unknown
E•• L••• V•••••••• P• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$1.4M as of Oct 9, 2024	no Form D	Unknown
E•• L••• A••• P• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$529,000 as of Oct 9, 2024	no Form D	Unknown
E•• L••• L••• P• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$0 as of Aug 23, 2023	no Form D	Wound down
E•• L••• L•••• S••• P• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$0 as of Aug 23, 2023	no Form D	Wound down
E•• L••• L•••• P• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$0 as of Aug 23, 2023	no Form D	Wound down
E•• L•• B••• P• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$37.0M as of Oct 9, 2024	no Form D	Harvest
E••• P• E•• L•• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$29.1M as of Oct 9, 2024	no Form D	Harvest
E•• L•• T••• P• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$4.7M as of Oct 9, 2024	no Form D	Harvest
E•• L•• A••• P• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$718,000 as of Oct 9, 2024	no Form D	Harvest
E•• L•• C••• P• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$0 as of Aug 23, 2023	no Form D	Wound down
T••• P• E••• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$84.2M as of Oct 9, 2024	no Form D	Active deployment
D••• P• o• E•• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$42.6M as of Oct 9, 2024	no Form D	Mature
T•••• G••••• P•• X• P• E•• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$25.5M as of Oct 9, 2024	no Form D	Harvest
D• V• P• E••• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$19.8M as of Oct 9, 2024	no Form D	Mature
E•• L•• A•• P• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$455,000 as of Oct 9, 2024	no Form D	Harvest
T•••• P• o• E•• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$6,707 as of Jun 23, 2020	no Form D	Wound down
C•••• P••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$0 as of Aug 23, 2023	no Form D	Wound down

Team

4 current, 3 former

Managing partner (2)

C••• L•••• B•••••• · Ceo · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R••••• J••• S•••••• · Managing Member · since Jun 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (1)

C••••••••• S••••• J•••••• · Partner · since Jul 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

J•• a• C•••• · Chief Compliance Officer · since May 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

3 former (kept with end dates)

C•••••••• L•••• C•••••• · President And Partner · Jul 1, 2021 to Aug 28, 2024 Inference
J••••••• T••••••• F•••••• · Partner · Jan 1, 2019 to Mar 31, 2023 Inference
D•••• B•••• · Coo/Cfo · Mar 1, 2018 to Mar 31, 2023 Inference

Portfolio

0 relationships, 0 platforms, 0 add-ons

No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.

Transactions

0 on record

No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.

Placement agents, lenders, advisers and co-investors

0 relationships

No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.

LP commitments

0 disclosed

No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.

Events

2 most recent

Sep 1, 2026
Adviser CRD 292526 is not on the SEC registered or exempt adviser roster of 2026-09-01
Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
Mar 20, 2018
E••• C•••••• G••••• L•• first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness96 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9555555555555556,"evidence":"8 method: sum of component points, capped at 1.0
model score-pe-1
Research priority53 · ELEVATED: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.3,"evidence":"MIDDLE_MARKET"},{"code":"COMPLETEmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-21items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness33 · MODERATE: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.3333333333333333,"evidence":["website","funmethod: sum of component points, capped at 1.0
missing: description, portfolio, transactions, stated criteria, lenders, intermediaries, lps, cross dfx
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-21items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: Sep 13, 2026
Last observed: 7 days ago
Observations: 17
Sources: 2
Open research tasks: 2

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

E••• C•••••• G••••• L•• is the same institution as 2 records in RIA and Wealth and Private Credit.

RIA and Wealth1Private Credit1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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