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••••• I••••• P•••••••
Legal name E••••• I••••• P••••••• L••
Latest filing May 13, 2026
First filing on the tape Nov 16, 2011 · 38 filings
SEC status approved since Jun 28, 2006
RAUM
$6.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
2.9%
$176M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$6.1B
derived; firm RAUM over IAPD count
Employees
21
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$6.1B as of May 13, 2026
Mar 30, 2012$1.6B then
HNW client RAUM$176M as of May 13, 2026
Mar 29, 2018$322M then
State-registered IARs (5.B.3)1 as of May 13, 2026
Apr 1, 20132 then
Employees (5.A)21 as of May 13, 2026
Apr 1, 20138 then
Private funds2 as of May 13, 2026
Mar 30, 20122 then
RAUM +13% over the last fiscal year+5.7% a year over threeIARs 1 to 1
Practice profile
derived from the filing of May 13, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $6.1BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 89derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.0MderivedHNW RAUM over HNW clients
- Average account
- $56.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 21.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -5.3%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $225M, 2 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
- 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)
- 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
- Investment companies$5.1B84%
- Other investment advisers$478M7.9%
- Pooled investment vehicles$225M3.7%
- High-net-worth individuals$176M2.9%
- Pension and profit-sharing plans$31.8M0.5%
- Corporations and businesses$30.7M0.5%
- Insurance companies$4.0M0.1%
- Individual clients
- 0reported
- HNW clients
- 89reported
- Pension plan clients
- 4reported
- Charitable clients
- 0reported
- Accounts
- 108reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $225M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.03 fund_share=0.96 institutional_share=0.01 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• J••••• M•••••• | Westport, Ct | Jun 21, 2010 | 35 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••••• I••••••••• I••••• F••• L• | Hedge Fund | $96.6M | 38 | Mar 30, 2012 |
| E•• G••••• • I••••• F•••no longer reported | Other Private Fund | $63.3M | 32 | Mar 30, 2012 |
| E••••• I••••••••• I••••• F••• ••• L• | Hedge Fund | $52.1M | 59 | Mar 29, 2017 |
| E•• E••••• I••••• F•••• L••no longer reported | Other Private Fund | $13.2M | 5 | Apr 30, 2013 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• S•••• T••••• · Partner And Head Tradercontrolsince 10/2009 · owns 5% to 10%
- M••••••• J••••• J••••• · Ceocontrolsince 07/2006 · owns less than 5%
- P••• E••• N•• · Portfolio Manager, Partnercontrolsince 07/2006 · owns less than 5%
- T••••••••• J•••• K••••••• · Portfolio Manager, Partnercontrolsince 05/2016 · owns 5% to 10%
- B••••• J••••• A•••• · Sole Shareholdercontrolsince 10/2010 · owns 75% or more of A•• V••••••• L••
- M••••••• J••••• J••••• · Trusteecontrolsince 12/2019 · owns 25% to 50% of J•• F••••• T••••
- M••••••• J••••• J••••• · Managing Membercontrolsince 07/2006 · owns 50% to 75% of D••••••• C•••••• P•••••••• L••
- P••• E••• N•• · Managing Membercontrolsince 01/2013 · owns 50% to 75% of E•• E• L••
- H••••• N••••••• Y••••• · Chief Compliance Officersince 03/2015 · owns less than 5%
- C•••••• D••••••• W•••••• · Membersince 01/2013 · owns 25% to 50% of E•• E• L••
Entity owners
- D••••••• C•••••• P•••••••• L•• · Managerdirect · owns 25% to 50%
- A•• V••••••• L•• · Shareholderindirect · owns 75% or more of T•• C•••••• C•••••••••
- F•••• T•••• C•••••• P•••••••• L•• · Sole Member And Managerindirect · owns 75% or more of F• E•• V•••••••• L••
- G•••• P••••••• O• D•••••• L••• · Limited Partnerindirect · owns 75% or more of F•••• T•••• C•••••• P•••••••• L••
- T•• C•••••• C••••••••• · Member, Managerindirect · owns F of F•••• T•••• C•••••• P•••••••• L••
- E•• E• L•• · Memberdirect · owns 10% to 25%
- F• E•• V•••••••• L•• · Memberdirect · owns 10% to 25%
- J•• F••••• T•••• · Memberindirect · owns 25% to 50% of D••••••• C•••••• P•••••••• L••
Related persons
Schedule D 7.A
- E•• P•••••••• L••pooled vehicle sponsory
- E•• P•••••••• A•••••••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 19 to 21Mar 30, 2026 to May 13, 2026
- Accounts · 121 to 108Oct 31, 2025 to Mar 30, 2026
- Advisory employees · 6 to 8Oct 31, 2025 to Mar 30, 2026
- Corporate clients · 6 to 5Oct 31, 2025 to Mar 30, 2026
- HNW clients · 94 to 89Oct 31, 2025 to Mar 30, 2026
- Pension plan clients · 7 to 4Oct 31, 2025 to Mar 30, 2026
- Assets in custody · $192M to $225MOct 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $5.4B to $6.1BOct 31, 2025 to Mar 30, 2026
- HNW RAUM · $158M to $176MOct 31, 2025 to Mar 30, 2026
- Pension RAUM · $36.4M to $31.8MOct 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $192M to $225MOct 31, 2025 to Mar 30, 2026
- RAUM · $5.4B to $6.1BOct 31, 2025 to Mar 30, 2026
- Financial planning clients · 0 to 0Mar 31, 2025 to Oct 31, 2025
- Accounts · 145 to 121Mar 28, 2024 to Mar 31, 2025
- Corporate clients · 8 to 6Mar 28, 2024 to Mar 31, 2025
- HNW clients · 118 to 94Mar 28, 2024 to Mar 31, 2025
- Pension plan clients · 2 to 7Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $149M to $192MMar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.8B to $5.4BMar 28, 2024 to Mar 31, 2025
- HNW RAUM · $131M to $158MMar 28, 2024 to Mar 31, 2025
- Pension RAUM · $25.4M to $36.4MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $149M to $192MMar 28, 2024 to Mar 31, 2025
- RAUM · $4.8B to $5.4BMar 28, 2024 to Mar 31, 2025
- Accounts · 150 to 145Oct 30, 2023 to Mar 28, 2024
- Corporate clients · 9 to 8Oct 30, 2023 to Mar 28, 2024
- HNW clients · 122 to 118Oct 30, 2023 to Mar 28, 2024
- Assets in custody · $161M to $149MOct 30, 2023 to Mar 28, 2024
- Employees · 20 to 19Oct 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $5.1B to $4.8BOct 30, 2023 to Mar 28, 2024
- HNW RAUM · $131M to $131MOct 30, 2023 to Mar 28, 2024
- Pension RAUM · $24.8M to $25.4MOct 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $161M to $149MOct 30, 2023 to Mar 28, 2024
- RAUM · $5.1B to $4.8BOct 30, 2023 to Mar 28, 2024
- Accounts · 159 to 150Mar 30, 2022 to Mar 29, 2023
- Advisory employees · 7 to 6Mar 30, 2022 to Mar 29, 2023
- Corporate clients · 10 to 9Mar 30, 2022 to Mar 29, 2023
- HNW clients · 133 to 122Mar 30, 2022 to Mar 29, 2023
- Assets in custody · $154M to $161MMar 30, 2022 to Mar 29, 2023
- Discretionary RAUM · $4.5B to $5.1BMar 30, 2022 to Mar 29, 2023
- HNW RAUM · $124M to $131MMar 30, 2022 to Mar 29, 2023
Signals
2 dated events
- E••••• I••••• P••••••• reported RAUM $3.7B, down 34% from $5.6B (2020-06-29 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Ann Linda Longville (Chief Financial Officer) no longer on Schedule A of E••••• I••••• P••••••• (listed 2018-06-29, absent 2019-01-10)Jan 10, 2019 · Control person left · inference
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
- Firm profile
- linkedin.com/company/energy-income-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••://WWW.EIPFUNDS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-349-8232reportedpublic record, Form ADV, May 13, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $6.1Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026