DFX Intelligence
RIA Intelligence
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SEC-registered adviser
E•• M••••••••• C••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Dec 2, 2011 · 39 filings
SEC status approved since Aug 16, 2010
RAUM
$22B
reported, Item 5.F
Discretionary
98%
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
124
55 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
66
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$22B as of Mar 31, 2026
Mar 30, 2012$9.6B then
HNW client RAUM$0 as of Mar 31, 2026
Mar 29, 2018$35,465 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20120 then
Employees (5.A)124 as of Mar 31, 2026
Mar 28, 201364 then
Private funds66 as of Mar 31, 2026
Mar 30, 201226 then
RAUM +12% over the last fiscal year+2.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $327MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 17%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $1.8M, 1 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$19B83%
- Insurance companies$3.7B17%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 68reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.8M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.83 institutional_share=0.17 related_bd=true related_bank=true bd_reps=7.0derived
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
97 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E•• E••••• F••• X••• L• | Private Equity Fund | $1.9B | 210 | Mar 28, 2014 |
| E•• P•••• C••••••••• L••• | Private Equity Fund | $1.7B | 9 | Mar 30, 2022 |
| E•• S•••• C••••••••• L•no longer reported | Private Equity Fund | $1.4B | 35 | Mar 29, 2018 |
| P•••••• V••• I••••••••• L••• | Private Equity Fund | $1.0B | 2 | Mar 31, 2023 |
| B••••••••• E•••••• L••• | Private Equity Fund | $881M | 37 | Mar 30, 2024 |
| E•• E••••• F••• X•••• L• | Private Equity Fund | $824M | 34 | Mar 29, 2018 |
| E•• E••••• F••• X••• ••••••••• L• | Private Equity Fund | $728M | 16 | Mar 29, 2018 |
| E•• G••••• P•••••• F••• V• L••• | Private Equity Fund | $580M | 36 | Mar 30, 2020 |
| E•• E••••• F••• X••••• L• | Private Equity Fund | $415M | 18 | Mar 28, 2014 |
| E•• E••••• F••• X•••••• L• | Private Equity Fund | $372M | 6 | Mar 29, 2018 |
| E•• E••••• F••• X•• •••••••• L• | Private Equity Fund | $369M | 25 | Mar 28, 2014 |
| E•• E••••• F••• X•• ••••••••• L• | Private Equity Fund | $368M | 21 | Mar 28, 2014 |
| E•• S••••••• C••••••••• I•• L• | Private Equity Fund | $330M | 2 | Mar 30, 2020 |
| E••••••••• E••••• P•••••••• L• | Private Equity Fund | $308M | 8 | Mar 29, 2018 |
| E•••••••• E••••• P•••••••• L• | Private Equity Fund | $307M | 5 | Mar 27, 2015 |
| E•• E••••• T••••••••• F•••• S•••••• | Private Equity Fund | $253M | 8 | Mar 30, 2021 |
| E•• C••••• C•••••• C••••••••• L•no longer reported | Private Equity Fund | $192M | 11 | Mar 29, 2016 |
| E•• C••••• C•••••• C••••••••• L•no longer reported | Private Equity Fund | $182M | 4 | Mar 29, 2016 |
| E•• C••••• C••••••••• L••• | Private Equity Fund | $173M | 6 | Mar 31, 2023 |
| E•• F••• X•••••• ••••••••• L••• | Private Equity Fund | $155M | 4 | Mar 30, 2024 |
| E•• S••••••• I••••••••• L• | Private Equity Fund | $140M | 4 | Mar 30, 2012 |
| C••••••• E••••• L• | Private Equity Fund | $119M | 3 | Mar 29, 2019 |
| E•• C••••• C•••••• C••••••••• L•no longer reported | Private Equity Fund | $114M | 5 | Mar 29, 2016 |
| E•• E••••• F••• X•• L• | Private Equity Fund | $107M | 176 | Mar 30, 2012 |
| E•• L•• C••••••••• L• | Private Equity Fund | $91.1M | 4 | Mar 30, 2017 |
| E••••••••• D••••• I••••••••• L• | Private Equity Fund | $85.5M | 4 | Mar 30, 2012 |
| E•• A•••• H•••••••• L• | Private Equity Fund | $81.2M | 3 | Mar 30, 2017 |
| E•• A••••• C••••••••• L•no longer reported | Private Equity Fund | $78.4M | 4 | Mar 29, 2018 |
| E•• R•••• E••••• P•••••••• L••• | Private Equity Fund | $78.0M | 4 | Mar 31, 2023 |
| E•• S••••••• C••••••••• L•no longer reported | Private Equity Fund | $76.7M | 2 | Mar 29, 2018 |
| E•• F•••• I• C••••••••• L•no longer reported | Private Equity Fund | $76.3M | 5 | Mar 29, 2018 |
| E•• E••••• F••• X••• •••••••• L• | Private Equity Fund | $75.8M | 3 | Mar 29, 2019 |
| E•• A•••••• C••••••••• L• | Private Equity Fund | $74.9M | 21 | Mar 29, 2016 |
| E•• E••••• F••• X•••• L• | Private Equity Fund | $72.7M | 102 | Mar 30, 2012 |
| E•• E••••• F••• X•••• L• | Private Equity Fund | $71.7M | 11 | Mar 30, 2012 |
| E••••••••• E••••• P••••••• C••••••••• L• | Private Equity Fund | $68.1M | 3 | Mar 29, 2019 |
| E•• S••••• C••••••••• L••• | Private Equity Fund | $67.8M | 2 | Mar 30, 2024 |
| E•• F••• X••••••• L••• | Private Equity Fund | $59.8M | 2 | Mar 31, 2023 |
| E•• E••••• F••• X••• D•• F•••••• L••• | Private Equity Fund | $56.5M | 12 | Mar 30, 2020 |
| E•• G••••• P•••••• D••• F••••• •••• L••• | Private Equity Fund | $54.5M | 15 | Mar 30, 2016 |
Owners and control persons
Schedule A and B, latest filing
- E••••••••• A••••• · Co-President Of Registrantcontrolsince 04/2024 · owns less than 5%
- L••• K•••• · Chief Compliance Officer Of Registrantcontrolsince 05/2024 · owns less than 5%
- R•••••• M•••••• · General Counsel Of Registrantcontrolsince 03/2022 · owns less than 5%
- T•••••• R•••••• B•••• · Chief Executive Officer Of Registrantcontrolsince 06/2010 · owns less than 5%
- V•••••••• B•• · Co-President Of Registrantcontrolsince 04/2024 · owns less than 5%
- W•••• R••••••• S•••• · Co-Founder Of Registrantcontrolsince 10/2019 · owns less than 5%
- T•••••• R•••••• B•••• · Trusteecontrolsince 11/2010 · owns F of The R.B•••• T••••• 2010 I••••••••• Trust
- W•••• R••••••• S•••• · Member [Through The R•••••• W••• 2010 I••••••••• Trust And The Kristina W••• 2010 I••••••••• Trust, R•••••• W••• As Trustee]controlsince 11/2010 · owns 25% to 50% of E•• G••••• E••••• P•••••••• L••
Entity owners
- E•• A•••• M••••••••• L•• · Sole Member Of Registrantdirect · owns 75% or more
- E•• G••••• E••••• P•••••••• L•• · Memberindirect · owns 75% or more of E•• A•••• M••••••••• L••
- T•• R• B•••• T••••• 2••• I••••••••• T•••• · Memberindirect · owns 50% to 75% of E•• G••••• E••••• P•••••••• L••
Related persons
Schedule D 7.A
- B••••••••• E••••• G•• L••bankpooled vehicle sponsorn
- E•• A•••• H••••••• G•• L••bankpooled vehicle sponsorn
- E•• A•••••• H••••••• ••••••• G•• L••bankpooled vehicle sponsorn
- E•• B•••••••• P••••••• G•• L••bankpooled vehicle sponsorn
- E•• B•• C••••••••• G•• L•••bankpooled vehicle sponsorn
- E•• C••••• C••••••••• G•• L••bankn
- E•• D••••••• G•• L••bankpooled vehicle sponsorn
- E•• E••••• F••• X•• G•• L••bankpooled vehicle sponsorn
- E•• E••••• F••• X• G•• L••bankpooled vehicle sponsorn
- E•• E••••• F••• X•• G•• L••bankpooled vehicle sponsorn
- E•• E••••• F••• X•• S••••••• G•• L•pooled vehicle sponsorn
- E•• E••••• F••• X••• G•• L••bankpooled vehicle sponsorn
- E•• E••••• F••• X••• S••••••• G•• L•pooled vehicle sponsorn
- E•• E••••• I•••••••• X• ••••••••• L•••bankpooled vehicle sponsorn
- E•• E•• G• S•••••••bankpooled vehicle sponsorn
- E•• E•• S•• ••••••••• G•• L••pooled vehicle sponsorn
- E•• E•• S•• G•• L••pooled vehicle sponsorn
- E•• F••• X•••• G•• L••bankpooled vehicle sponsorn
- E•• G••••• E••••• P••••••• C•••••• M••••••• L••broker-dealern
- E•• G••••• P•••••• D••• F••• G•• L••bankpooled vehicle sponsory
- E•• G••• E•••••• G• 2• L•••bankpooled vehicle sponsory
- E•• G••• E•••••• G• 3• L•••bankpooled vehicle sponsory
- E•• G•• V• G•• L••bankpooled vehicle sponsorn
- E•• L••••••• C••••••••• G•• L••bankpooled vehicle sponsorn
- E•• L•• C••••••••• G•• L••bankpooled vehicle sponsorn
- E•• M••••••• C••••••••• G•• L••bankpooled vehicle sponsorn
- E•• N••• C••••••••• G•• L••bankpooled vehicle sponsorn
- E•• P•••• C••••••••• G•• L••bankpooled vehicle sponsorn
- E•• P•••••• S•••••••• G•• L•bankpooled vehicle sponsorn
- E•• R•••••• C••••••••• G•• L••bankpooled vehicle sponsorn
Advisers that list E•• M••••••••• C••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- Houston, TX26 employees
What changed
consecutive filings, newest first
- Accounts · 78 to 68May 30, 2025 to Mar 31, 2026
- Advisory employees · 65 to 55May 30, 2025 to Mar 31, 2026
- BD registered reps · 10 to 7May 30, 2025 to Mar 31, 2026
- Pooled vehicle clients · 76 to 66May 30, 2025 to Mar 31, 2026
- Assets in custody · $0 to $1.8MMay 30, 2025 to Mar 31, 2026
- Employees · 137 to 124May 30, 2025 to Mar 31, 2026
- Private funds · 73 to 66May 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $19B to $22BMay 30, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $592M to $416MMay 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $16B to $19BMay 30, 2025 to Mar 31, 2026
- RAUM · $20B to $22BMay 30, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 30, 2025
- Accounts · 74 to 78Jun 24, 2024 to Mar 31, 2025
- Advisory activities · 2 to 3Jun 24, 2024 to Mar 31, 2025
- Charity clients · 0.0 to unsetJun 24, 2024 to Mar 31, 2025
- Corporate clients · 0.0 to unsetJun 24, 2024 to Mar 31, 2025
- HNW clients · 0.0 to unsetJun 24, 2024 to Mar 31, 2025
- Individual clients · 0.0 to unsetJun 24, 2024 to Mar 31, 2025
- Pension plan clients · 0.0 to unsetJun 24, 2024 to Mar 31, 2025
- Pooled vehicle clients · 74 to 76Jun 24, 2024 to Mar 31, 2025
- Assets in custody · $13B to $0Jun 24, 2024 to Mar 31, 2025
- Employees · 132 to 137Jun 24, 2024 to Mar 31, 2025
- Private funds · 70 to 73Jun 24, 2024 to Mar 31, 2025
- Discretionary RAUM · $20B to $19BJun 24, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $659M to $592MJun 24, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $17B to $16BJun 24, 2024 to Mar 31, 2025
- RAUM · $21B to $20BJun 24, 2024 to Mar 31, 2025
- Accounts · 73 to 74Mar 31, 2023 to Mar 30, 2024
- BD registered reps · 8 to 10Mar 31, 2023 to Mar 30, 2024
- Corporate clients · 1 to 0Mar 31, 2023 to Mar 30, 2024
- Pooled vehicle clients · 70 to 74Mar 31, 2023 to Mar 30, 2024
- Assets in custody · $13B to $13BMar 31, 2023 to Mar 30, 2024
- Employees · 134 to 132Mar 31, 2023 to Mar 30, 2024
- Private funds · 64 to 70Mar 31, 2023 to Mar 30, 2024
- Discretionary RAUM · $20B to $20BMar 31, 2023 to Mar 30, 2024
- HNW RAUM · unset to 0.0Mar 31, 2023 to Mar 30, 2024
- Individual RAUM · unset to 0.0Mar 31, 2023 to Mar 30, 2024
- Non-discretionary RAUM · $616M to $659MMar 31, 2023 to Mar 30, 2024
- Pension RAUM · unset to 0.0Mar 31, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $18B to $17BMar 31, 2023 to Mar 30, 2024
Signals
16 dated events
- R Sean Murphy (Chief Compliance Officer Of Registrant) no longer on Schedule A of E•• M••••••••• C••••••• L•• (listed 2024-03-30, absent 2024-06-24)Jun 24, 2024 · Control person left · inference
- K•••• Lee (Chief Compliance Officer Of Registrant) appeared on Schedule A of E•• M••••••••• C••••••• L••Jun 24, 2024 · Control person joined · fact
- Ben V••••••• (Co-President Of Registrant) appeared on Schedule A of E•• M••••••••• C••••••• L••Jun 24, 2024 · Control person joined · fact
- Andrew Ellenbogen (Co-President Of Registrant) appeared on Schedule A of E•• M••••••••• C••••••• L••Jun 24, 2024 · Control person joined · fact
- P••••••••• P•••• P••••• (Chief Financial Officer Of Registrant) no longer on Schedule A of E•• M••••••••• C••••••• L•• (listed 2022-03-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Amedee Jerald Sanchez (Chief Compliance Officer Of Registrant) no longer on Schedule A of E•• M••••••••• C••••••• L•• (listed 2021-11-05, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Benjamin Matthew Fox (Chief Operating Officer And General Counsel Of Registrant) no longer on Schedule A of E•• M••••••••• C••••••• L•• (listed 2021-11-05, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Michael Ravvin (General Counsel Of Registrant) appeared on Schedule A of E•• M••••••••• C••••••• L••Mar 30, 2022 · Control person joined · fact
- R Sean Murphy (Chief Compliance Officer Of Registrant) appeared on Schedule A of E•• M••••••••• C••••••• L••Mar 30, 2022 · Control person joined · fact
- Louis Robert Vitale (General Counsel Of Registrant) no longer on Schedule A of E•• M••••••••• C••••••• L•• (listed 2020-05-18, absent 2021-01-07)Jan 7, 2021 · Control person left · inference
- P••••••••• P•••• P••••• (Chief Financial Officer Of Registrant) appeared on Schedule A of E•• M••••••••• C••••••• L••May 13, 2020 · Control person joined · fact
- Singh Pritpal Aujla (Chief Financial Officer Of Registrant) no longer on Schedule A of E•• M••••••••• C••••••• L•• (listed 2020-03-30, absent 2020-05-13)May 13, 2020 · Control person left · inference
- Benjamin Matthew Fox (Chief Operating Officer Of Registrant) appeared on Schedule A of E•• M••••••••• C••••••• L••Mar 30, 2020 · Control person joined · fact
- Charles William Sonneborn (President Of Registrant) no longer on Schedule A of E•• M••••••••• C••••••• L•• (listed 2019-03-29, absent 2019-07-01)Jul 1, 2019 · Control person left · inference
- Pilar Carla Vogel (Chief Compliance Officer Of Registrant) no longer on Schedule A of E•• M••••••••• C••••••• L•• (listed 2018-10-04, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Jerald Sanchez (Chief Compliance Officer Of Registrant) appeared on Schedule A of E•• M••••••••• C••••••• L••Mar 29, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- E•• M••••••••• C••••••• L•• · Independent Sponsorsshared crd · capital_provider
- E•• M••••••••• C••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/eig-partnersreportedpublic record, Form ADV, Sep 21, 2026
- Website
- eigpartners.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 202-600-3300reportedpublic record, Form ADV, Mar 31, 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026