Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / E•••••• I••••••••• M••••••••• L•••

E•••••• I••••••••• M••••••••• L•••

CandidateMiddle marketWest Palm Beach, FLe•••••••••.comSEC registered investment adviser

E•••••• Investment Management is one of the oldest fund managers of its kind under continuous management. We aim to protect and grow our client capital consistently over time.

Classification
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 3 Private Equity Fund(s) among 11 vehicles; no rule fired
Size band
Middle marketdefined by: proxy: $1.12bn Private Equity Fund GAV on the Form ADV filed 2024-11-04
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 3 Private Equity Fund(s) among 11 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 13, 2020 to Nov 4, 2024
RAUM
$97Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$1.1Breported gross assets (Form ADV), not fund size
All private fund GAV
$97Bevery private fund type, latest filing
2024 PE fund GAV
$1.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
27%
Fund type mix
filed 2024-11-04, latest gav Hedge Fund $93B, Other Private Fund $3.3B, Private Equity Fund $1.1B, latest counts Hedge Fund 2, Other Private Fund 6, Private Equity Fund 3, lifetime distinct Hedge Fund 2, Other Private Fund 6, Private Equity Fund 3
Employees
578
Headquarters
West Palm Beach, FL
Office address
360 S. ROSEMARY AVE, 18TH FLOOR, West Palm Beach, FL, 33401
Business phone
(561) 584-8800
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
real estate
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
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
E•••••• A••• C••••••••• A••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$779M
as of Nov 4, 2024
no Form DEarly deployment
E•••••• M••••• C••••••••• A••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$192M
as of Nov 4, 2024
no Form DEarly deployment
G••••••• A••••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$150M
as of Nov 4, 2024
no Form DActive deployment
Team
9 current, 2 former
Platform (4)
2 former (kept with end dates)
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
1 most recent
  1. Nov 13, 2020
    E•••••• I••••••••• M••••••••• 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)
Across the graphs

E•••••• I••••••••• M••••••••• L••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

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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