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.
Former SEC-registered adviser
E&E Advisors L.P.
Latest filing Jul 3, 2025
First filing on the tape Feb 29, 2012 · 29 filings
SEC status approved since Dec 11, 2000
RAUM
$933M
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
50
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
19
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$933M as of Jul 3, 2025
Feb 29, 2012$11B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 3, 2025
Feb 29, 20120 then
Employees (5.A)50 as of Jul 3, 2025
Feb 6, 201345 then
Private funds19 as of Jul 3, 2025
Feb 29, 201212 then
RAUM -5.6% over the last fiscal year-7.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 3, 2025; 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
- $49.1MderivedRAUM 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
- -5.6%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $933M, 19 clientsreportedItem 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$933M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $933M for 19 clientsreported
- Compensation
- % of AUMreported
- Class basis
- absent from the latest SEC rosterderived
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
28 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Ep Absolute Return Strategies Two Ltd. | Hedge Fund | $325M | 37 | Feb 29, 2012 |
| E Advisors LLCno longer reported | Hedge Fund | $236M | 155 | Feb 29, 2012 |
| Ep Absolute Return Strategies - Insurance L.P. | Hedge Fund | $227M | 23 | Feb 29, 2012 |
| Ep Life Sciences Ltd. | Real Estate Fund | $67.4M | 20 | Feb 28, 2019 |
| Psf Partners L.P. | Real Estate Fund | $52.3M | 22 | Feb 28, 2019 |
| Ep Private Equity Strategies 2022 Ltd. | Private Equity Fund | $41.5M | 9 | Mar 10, 2023 |
| Ep Hedged Equity Strategies - Insurance L.P. | Hedge Fund | $38.0M | 10 | Feb 29, 2012 |
| Ep Hedged Equity Strategies Ltd. | Hedge Fund | $37.5M | 30 | Feb 29, 2012 |
| Ep Private Equity Strategies 2019 Ltd. | Private Equity Fund | $27.8M | 8 | Mar 11, 2020 |
| Institutional Distressed Opportunities Fund Ltd. | Other Private Fund | $23.2M | 7 | Mar 21, 2018 |
| Ep Private Credit Strategies Two Ltd. | Private Equity Fund | $22.5M | 9 | Mar 10, 2023 |
| Ep Csf Ltd. | Hedge Fund | $19.8M | 2 | Mar 11, 2020 |
| Ep Concentrated Equity Strategies Ltd. | Hedge Fund | $16.0M | 9 | Feb 29, 2012 |
| Ep Private Credit Strategies Ltd. | Other Private Fund | $14.8M | 7 | Mar 11, 2020 |
| 805-3290646847no longer reported | Hedge Fund | $14.0M | 2 | May 29, 2012 |
| Bsl Partners L.P. | Real Estate Fund | $12.5M | 10 | Feb 12, 2016 |
| Institutional Direct Lending Fund Three Ltd. | Other Private Fund | $12.4M | 8 | Mar 21, 2018 |
| Ep Mff Ltd.no longer reported | Hedge Fund | $7.3M | 2 | Mar 10, 2022 |
| Ep Multifamily Real Estate Fund Ltd. | Real Estate Fund | $6.7M | 3 | Mar 12, 2021 |
| Ep Dff Ltd. | Hedge Fund | $6.1M | 1 | Mar 10, 2022 |
| Ep Tff Ltd. | Hedge Fund | $5.7M | 4 | Mar 10, 2022 |
| Ep Scf Ltd. | Hedge Fund | $1.1M | 1 | Mar 10, 2022 |
| Crf Partners L.P. | Real Estate Fund | $923,536 | 13 | Mar 27, 2017 |
| Ees Acquisition Fund L.P.no longer reported | Private Equity Fund | $318,294 | 11 | Feb 29, 2012 |
| Acquisition Fund II L.P.no longer reported | Private Equity Fund | $33,010 | 123 | Feb 29, 2012 |
| Ep Absolute Return Strategies Ltd. | Hedge Fund | $0 | 0 | Feb 29, 2012 |
| Asia Investments - Idf L.P.no longer reported | Hedge Fund | $0 | 0 | Feb 29, 2012 |
| Concentrated Equity Strategies - Idf L.P.no longer reported | Hedge Fund | $0 | 0 | Feb 29, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Gail Amy Bermingham · Limited Partnercontrolsince 12/2000 · owns 5% to 10%
- William Steven Davidson · Chief Operating Officercontrolsince 01/2011 · owns less than 5%
- Stanley Joel Ehrenkranz · Limited Partnercontrolsince 12/2000 · owns 10% to 25%
- Bick John Ehrenkranz · Limited Partnercontrolsince 01/2006 · owns 5% to 10%
- Barry Sanford Ehrenkranz · Limited Partnercontrolsince 12/2000 · owns 10% to 25%
- Carl Michael Fierro · Chief Financial Officercontrolsince 09/2010 · owns less than 5%
- Weiss Hannah Mensch · Limited Partnercontrolsince 01/2015 · owns 5% to 10%
- Bernard Barry Rosenthal · Chief Compliance Officercontrolsince 08/2024 · owns less than 5%
- James Chapman Patrick Shaw · Limited Partnercontrolsince 01/2007 · owns 10% to 25%
- Andrew Sommers · Limited Partnercontrolsince 12/2000 · owns 25% to 50%
- Gail Amy Bermingham · Limited Partnercontrolsince 05/2013 · owns F of Ehrenkranz Partners L.P.
- Stanley Joel Ehrenkranz · Limited Partnercontrolsince 05/2013 · owns F of Ehrenkranz, Joel, Stanley
- Bick John Ehrenkranz · Limited Partnercontrolsince 05/2013 · owns F of Ehrenkranz Partners L.P.
- Barry Sanford Ehrenkranz · Limited Partnercontrolsince 05/2013 · owns F of Ehrenkranz Partners L.P.
- Weiss Hannah Mensch · Limited Partnercontrolsince 01/2015 · owns F of Ehrenkranz Partners L.P.
- James Chapman Patrick Shaw · Limited Partnercontrolsince 05/2013 · owns F of Ehrenkranz Partners L.P.
- Andrew Sommers · Limited Partnercontrolsince 05/2013 · owns F of Ehrenkranz Partners L.P.
Entity owners
- Ehrenkranz Partners L.P. · General Partnerdirect · owns less than 5%
- Ehrenkranz Partners Gp LLC · General Partnerindirect · owns F of Ehrenkranz Partners Gp LLC
Related persons
Schedule D 7.A
- Acquisition Funds Gp - L.P.pooled vehicle sponsorn
- E Capital Management L.P.investment adviserpooled vehicle sponsornRAUM $4.1B
- Ehrenkranz & Ehrenkranz Llpn
- Ehrenkranz Partners Gp LLCy
- Ehrenkranz Partners L.P.investment adviserbankpooled vehicle sponsoryRAUM $22B
Advisers that list E&E Advisors L.P. as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · unset to Mar 20, 2025 to Jul 3, 2025
- Assets in custody · $988M to $933MJan 10, 2025 to Mar 20, 2025
- Employees · 49 to 50Jan 10, 2025 to Mar 20, 2025
- Private funds · 18 to 19Jan 10, 2025 to Mar 20, 2025
- Discretionary RAUM · $988M to $933MJan 10, 2025 to Mar 20, 2025
- Pooled vehicle RAUM · $988M to $933MJan 10, 2025 to Mar 20, 2025
- RAUM · $988M to $933MJan 10, 2025 to Mar 20, 2025
- Private funds · 21 to 18Mar 8, 2024 to Mar 12, 2024
- Accounts · 20 to 19Oct 23, 2023 to Mar 8, 2024
- Advisory employees · 13 to 12Oct 23, 2023 to Mar 8, 2024
- Pooled vehicle clients · 20 to 19Oct 23, 2023 to Mar 8, 2024
- Assets in custody · $987M to $988MOct 23, 2023 to Mar 8, 2024
- Employees · 47 to 49Oct 23, 2023 to Mar 8, 2024
- Discretionary RAUM · $987M to $988MOct 23, 2023 to Mar 8, 2024
- Pooled vehicle RAUM · $987M to $988MOct 23, 2023 to Mar 8, 2024
- RAUM · $987M to $988MOct 23, 2023 to Mar 8, 2024
- Accounts · 21 to 20Mar 10, 2022 to Mar 10, 2023
- Advisory employees · 15 to 13Mar 10, 2022 to Mar 10, 2023
- Assets in custody · $1.0B to $987MMar 10, 2022 to Mar 10, 2023
- Employees · 42 to 47Mar 10, 2022 to Mar 10, 2023
- Private funds · 20 to 21Mar 10, 2022 to Mar 10, 2023
- Discretionary RAUM · $1.2B to $987MMar 10, 2022 to Mar 10, 2023
- Pooled vehicle RAUM · $1.0B to $987MMar 10, 2022 to Mar 10, 2023
- RAUM · $1.2B to $987MMar 10, 2022 to Mar 10, 2023
- Accounts · 18 to 21Apr 22, 2021 to Mar 10, 2022
- Advisory employees · 14 to 15Apr 22, 2021 to Mar 10, 2022
- Pooled vehicle clients · 16 to 20Apr 22, 2021 to Mar 10, 2022
- Assets in custody · $924M to $1.0BApr 22, 2021 to Mar 10, 2022
- Employees · 38 to 42Apr 22, 2021 to Mar 10, 2022
- Private funds · 16 to 20Apr 22, 2021 to Mar 10, 2022
- Discretionary RAUM · $1.0B to $1.2BApr 22, 2021 to Mar 10, 2022
- Pooled vehicle RAUM · $907M to $1.0BApr 22, 2021 to Mar 10, 2022
- RAUM · $1.0B to $1.2BApr 22, 2021 to Mar 10, 2022
- Accounts · 17 to 18Mar 12, 2021 to Apr 22, 2021
- Pooled vehicle clients · 15 to 16Mar 12, 2021 to Apr 22, 2021
- Private funds · 15 to 16Mar 12, 2021 to Apr 22, 2021
- Advisory employees · 13 to 14Mar 11, 2020 to Mar 12, 2021
- Assets in custody · $859M to $924MMar 11, 2020 to Mar 12, 2021
- Employees · 40 to 38Mar 11, 2020 to Mar 12, 2021
- Discretionary RAUM · $952M to $1.0BMar 11, 2020 to Mar 12, 2021
Signals
6 dated events
- E&E Advisors L.P. no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $932.6M)Apr 1, 2026 · Left the SEC roster · derived
- Atiya Leary (Chief Compliance Officer) no longer on Schedule A of E&E Advisors L.P. (listed 2024-03-12, absent 2024-08-21)Aug 21, 2024 · Control person left · inference
- Bernard Barry Rosenthal (Chief Compliance Officer) appeared on Schedule A of E&E Advisors L.P.Aug 21, 2024 · Control person joined · fact
- Atiya Leary (Chief Compliance Officer) appeared on Schedule A of E&E Advisors L.P.Oct 23, 2023 · Control person joined · fact
- Kurt Dudas (Limited Partner) no longer on Schedule A of E&E Advisors L.P. (listed 2023-03-10, absent 2023-10-23)Oct 23, 2023 · Control person left · inference
- Marie Tinika Brown (General Counsel And Chief Compliance Officer) no longer on Schedule A of E&E Advisors L.P. (listed 2021-04-22, absent 2022-03-10)Mar 10, 2022 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- E&e Advisors L.P. · Private Equityshared crd · organization
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
- Former SEC-registered 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
Across the graphs
E&E Advisors L.P. is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
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.
Checking your plan…