DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
E•••••• P••••••• I••••••••• M••••••••• L••
Latest filing Mar 26, 2026
First filing on the tape Mar 30, 2012 · 31 filings
SEC status approved since Jan 8, 1987
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$1.4B as of Mar 26, 2026
Mar 30, 2012$2.3B then
HNW client RAUM$0 as of Mar 26, 2026
Mar 29, 2018$113M then
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 30, 20120 then
Employees (5.A)11 as of Mar 26, 2026
Mar 20, 201317 then
Private funds4 as of Mar 26, 2026
Mar 30, 20124 then
RAUM +81% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $177MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +81%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$793M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.56 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E•••••• P•••••••• L••• | Hedge Fund | $326M | 45 | Mar 30, 2012 |
| K••••• F••• L• | Hedge Fund | $62.4M | 23 | Mar 30, 2012 |
| M•••• H••• P•••••••• L• | Other Private Fund | $37.7M | 13 | Mar 30, 2012 |
| E•••••• P••••••• P••••••• M••••• M••••• F•••• L••• | Hedge Fund | $22.2M | 12 | Mar 30, 2021 |
| E•••••• I••••••• F•••• L•no longer reported | Hedge Fund | $0 | 0 | Mar 30, 2012 |
| E•••••• E••••• F•••• L•no longer reported | Hedge Fund | $0 | 0 | Mar 12, 2015 |
Owners and control persons
Schedule A and B, latest filing
- A••••• D••••• · Chief Financial Officer & Chief Compliance Officercontrolsince 01/2016 · owns less than 5%
- F•••••• S•••• M•••••• · President And Member E•••••• P••••••• I••••••••• M••••••••• L••controlsince 12/2004 · owns 10% to 25%
- M••••••••• A•••••• A•••••• · Chief Operating Officercontrolsince 11/2018 · owns less than 5%
- F•••••• S•••• M•••••• · Membercontrolsince 04/2019 · owns 75% or more of N••••••• I••••••••• H•••••• C••• L••
Entity owners
- N••••••• I••••••••• H•••••• C••• L•• · Member E•••••• P••••••• I••••••••• M••••••••• L••direct · owns 75% or more
Related persons
Schedule D 7.A
- E•••••• A•••• M••••••••• L••bankpooled vehicle sponsorn
- E•••••• P••••••• P••••••• M••••• F••• G• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 7 to 8Mar 28, 2025 to Mar 26, 2026
- Pooled vehicle clients · 7 to 6Mar 28, 2025 to Mar 26, 2026
- Private funds · 5 to 4Mar 28, 2025 to Mar 26, 2026
- Discretionary RAUM · $783M to $1.4BMar 28, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $520M to $793MMar 28, 2025 to Mar 26, 2026
- RAUM · $783M to $1.4BMar 28, 2025 to Mar 26, 2026
- Accounts · 9 to 7Mar 26, 2024 to Mar 28, 2025
- Pooled vehicle clients · 8 to 7Mar 26, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 28, 2025
- Private funds · 4 to 5Mar 26, 2024 to Mar 28, 2025
- Discretionary RAUM · $729M to $783MMar 26, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $449M to $520MMar 26, 2024 to Mar 28, 2025
- RAUM · $729M to $783MMar 26, 2024 to Mar 28, 2025
- Advisory employees · 7 to 6Mar 28, 2023 to Mar 26, 2024
- Employees · 13 to 11Mar 28, 2023 to Mar 26, 2024
- Discretionary RAUM · $801M to $729MMar 28, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $524M to $449MMar 28, 2023 to Mar 26, 2024
- RAUM · $801M to $729MMar 28, 2023 to Mar 26, 2024
- Advisory employees · 5 to 7May 24, 2022 to Mar 28, 2023
- Employees · 11 to 13May 24, 2022 to Mar 28, 2023
- Discretionary RAUM · $738M to $778MMay 24, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $407M to $500MMay 24, 2022 to Mar 28, 2023
- RAUM · $738M to $778MMay 24, 2022 to Mar 28, 2023
- Discretionary RAUM · $778M to $801MMar 28, 2023 to Mar 28, 2023
- Pooled vehicle RAUM · $500M to $524MMar 28, 2023 to Mar 28, 2023
- RAUM · $778M to $801MMar 28, 2023 to Mar 28, 2023
- Accounts · 11 to 9Jul 1, 2021 to Mar 30, 2022
- Corporate clients · unset to 0.0Jul 1, 2021 to Mar 30, 2022
- Employees · 10 to 11Jul 1, 2021 to Mar 30, 2022
- Private funds · 5 to 4Jul 1, 2021 to Mar 30, 2022
- Discretionary RAUM · $684M to $738MJul 1, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $302M to $407MJul 1, 2021 to Mar 30, 2022
- RAUM · $684M to $738MJul 1, 2021 to Mar 30, 2022
- Accounts · 7 to 11Oct 16, 2020 to Mar 30, 2021
- Business name · M•••• H••• A••••••• L•• to E•••••• P••••••• I••••••••• M••••••••• L••Oct 16, 2020 to Mar 30, 2021
- Corporate clients · 0.0 to unsetOct 16, 2020 to Mar 30, 2021
- HNW clients · unset to 0.0Oct 16, 2020 to Mar 30, 2021
- Pooled vehicle clients · 6 to 8Oct 16, 2020 to Mar 30, 2021
- Legal name · M•••• H••• A••••••• L•• to E•••••• P••••••• I••••••••• M••••••••• L••Oct 16, 2020 to Mar 30, 2021
- Discretionary RAUM · $546M to $684MOct 16, 2020 to Mar 30, 2021
Signals
5 dated events
- E•••••• P••••••• I••••••••• M••••••••• L•• reported RAUM $1.4B, up 81% from $783.0M (2025-03-28 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- E•••••• P••••••• I••••••••• M••••••••• L•• reported RAUM $684.2M, up 25% from $546.4M (2020-10-16 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Matthew Daniel Gittes (Member Of M•••• H••• A••••••• L••) no longer on Schedule A of E•••••• P••••••• I••••••••• M••••••••• L•• (listed 2019-03-20, absent 2019-05-01)May 1, 2019 · Control person left · inference
- E•••••• P••••••• I••••••••• M••••••••• L•• reported RAUM $611.3M, down 37% from $968.4M (2018-10-10 to 2019-03-20)Mar 20, 2019 · RAUM change · derived
- Anthony Arthur Melkonian (Chief Operating Officer) appeared on Schedule A of E•••••• P••••••• I••••••••• M••••••••• L••Mar 20, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- E••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-516-2265reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026