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••••••• C••••• A•••••••• L••
Latest filing May 13, 2026
First filing on the tape Jan 26, 2012 · 27 filings
SEC status approved since Feb 6, 2012
RAUM
$8.5B
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
292
110 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
29
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$8.5B as of May 13, 2026
Mar 28, 2013$522M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 13, 2026
Mar 28, 20130 then
Employees (5.A)292 as of May 13, 2026
Mar 28, 201314 then
Private funds29 as of May 13, 2026
Mar 28, 20132 then
RAUM +9.8% over the last fiscal year+15% a year over threeIARs 0 to 0offices 5 to 9
Practice profile
derived from the filing of May 13, 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
- $235MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 26%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived10 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.8%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 vehiclesreportedItem 5.G
- Custody
- $2.9B, 29 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)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$6.3B74%
- Sovereign wealth funds$2.2B26%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 36reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.9B for 29 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.74 institutional_share=0.26 related_bd=true related_bank=false 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
27 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••••• C••••• S••••• P••••••••• L••• | Other Private Fund | $695M | 5 | Mar 29, 2019 |
| M•••••• L••• F•••••• 2•••••• L••• | Securitized Asset Fund | $618M | 2 | Mar 29, 2022 |
| M•••••• L••• F•••••• 2•••••• L•••no longer reported | Securitized Asset Fund | $605M | 2 | Mar 29, 2019 |
| M•••••• L••• F•••••• 2•••••• L••• | Securitized Asset Fund | $411M | 2 | Mar 29, 2022 |
| M•••••• L••• F•••••• 2•••••• L••• | Securitized Asset Fund | $407M | 2 | Mar 27, 2024 |
| M•••••• L••• F•••••• 2•••••• L•• | Securitized Asset Fund | $406M | 1 | Mar 30, 2023 |
| M•••••• L••• F•••••• 2•••••• L••• | Securitized Asset Fund | $398M | 1 | Mar 29, 2022 |
| M•••••• L••• F•••••• 2•••••• L••• | Securitized Asset Fund | $397M | 1 | Mar 27, 2024 |
| M•••••• L••• F•••••• 2•••••• L•••no longer reported | Securitized Asset Fund | $393M | 1 | Mar 29, 2019 |
| M•••••• L••• F•••••• 2•••••• L••• | Securitized Asset Fund | $359M | 1 | Mar 30, 2021 |
| M•••••• L••• F•••••• 2•••••• L•••no longer reported | Securitized Asset Fund | $355M | 1 | Mar 30, 2016 |
| M•••••• S••••• C••••• O••••••••• F••• S•• I•• L••• | Other Private Fund | $343M | 1 | Mar 29, 2022 |
| M•••••• S••••• C••••• S••••••••• F••• X••••••••• L••• | Other Private Fund | $313M | 39 | Mar 29, 2022 |
| M•••••• L••• F•••••• 2•••••• L•••no longer reported | Securitized Asset Fund | $304M | 1 | Mar 29, 2017 |
| M•••••• M•••••••• F••• I••••• L• | Other Private Fund | $178M | 19 | Mar 29, 2019 |
| M•••••• S••••• C••••• O••••••••• S•• L••• | Other Private Fund | $131M | 1 | Mar 30, 2020 |
| M•••••• S••••• C••••• S••••••••• F••• X••• D•• L•• | Other Private Fund | $125M | 1 | Mar 27, 2024 |
| M•••••• S••••• C••••• F••• I• D•• L••• | Other Private Fund | $112M | 3 | Mar 30, 2020 |
| M•••••• S••••• C••••• S••••••••• F••• V• • L••••••• L••• | Other Private Fund | $62.3M | 30 | Mar 28, 2018 |
| M•••••• C••••••• S••••• P••••••••• L••• | Other Private Fund | $52.4M | 2 | Mar 27, 2024 |
| M•••••• M•••••••• F••• I•• L••• | Other Private Fund | $41.6M | 21 | Mar 28, 2014 |
| M•••••• S••••• C••••• S••••••••• F••• V• • U••••••••• L••• | Other Private Fund | $25.9M | 18 | Mar 28, 2018 |
| M•••••• S••••• C••••• S••••••••• F••• X••• L••• | Other Private Fund | $20.5M | 2 | Mar 27, 2024 |
| M•••••• S••••• C••••• F••• I•••• L••• | Other Private Fund | $3.8M | 2 | Mar 28, 2014 |
| M•••••• S••••• C••••• F••• I•••• L•••no longer reported | Other Private Fund | $2.2M | 3 | Mar 28, 2014 |
| M•••••• M•••••••• F•••• L•••no longer reported | Other Private Fund | $1.2M | 20 | Jan 26, 2012 |
| M•••••• M•••••••• E•••••••• F•••• L•••no longer reported | Other Private Fund | $58,777 | 11 | Jan 26, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A•••••••• L••••• K••••• · Chief Administrative Officercontrolsince 01/2022 · owns less than 5%
- K••••••• R•••••• E•••••• · Managing Director Of M•••••• C••••••• L•••controlsince 12/2007 · owns 5% to 10%
- K•••••• D•••••• B•••• · Chief Compliance Officercontrolsince 06/2024 · owns less than 5%
- L•••••• I••• M•••••• · Founding Partner And Chief E•••••••• Officer Of M•••••• C••••••• L•••controlsince 05/2007 · owns 25% to 50%
- L•••• G••••••• M•••••• · Managing Director Of M•••••• C••••••• L•••controlsince 12/2007 · owns 5% to 10%
- S••••••••• A••••• E•••••• · Chief Financial Officer Of M•••••• C••••••• L•••controlsince 01/2019 · owns less than 5%
- B•••••• T•••• L••••••• · Membercontrolsince 11/2014 · owns 75% or more of N•• C•••••• L••
- L•••••• I••• M•••••• · Founding Membercontrolsince 12/2007 · owns 50% to 75% of M•••••• C•••••• U••••••• G•••••• P•••••• L••
- L•••••• N•••• L••••• · Trusteecontrolsince 01/2008 · owns 75% or more of L••••• 2••• G••• T••••
- L•••••• N•••• L••••• · Trustee Of L••••• 2••• G••• T••••since 01/2008 · owns less than 5%
Entity owners
- E••••••• M•••••• H•••••••• L•• · L•••••• Partner Of M•••••• C••••••• L•••direct · owns 50% to 75%
- M•••••• C•••••• U••••••• G•••••• P•••••• L•• · G•••••• Partner Of M•••••• C••••••• L•••direct · owns less than 5%
- E••••••• A• H•••••••• L•• · Memberindirect · owns 75% or more of E••••••• M•••••• H•••••••• L••
- E••••••• I••••••••• L•• · Memberindirect · owns 75% or more of E••••••• A• H•••••••• L••
- E••••••• M•••••• H•••••••• L•• · Memberindirect · owns 50% to 75% of M•••••• C•••••• U••••••• G•••••• P•••••• L••
- N•• C•••••• L•• · Memberindirect · owns 75% or more of S•• I•••••••• L••
- S•• I•••••••• L•• · Memberindirect · owns 75% or more of E••••••• I••••••••• L••
- L••••• 2••• G••• T•••• · L•••••• Partner Of M•••••• C••••••• L•••direct · owns 10% to 25%
Related persons
Schedule D 7.A
- C••• I••••••••• A••••••• L••••••investment advisernRAUM $2.8B
- C••• I••••••••• M••••••••• L••••••investment advisern
- C••••••••• I••real estaten
- C••••••••• I•••••••• C••••••real estaten
- E••••• L••• I•••••••• C••••••real estaten
- F•••• S••••••• B•••••• L••• A•••••••• A•• A•••••• C•••••• O• N•• Y•••real estaten
- J•••••••• B•••••••• S••••••• L••broker-dealern
- M•••••• C••••• S••••• G•••••• P••••••• L•••pooled vehicle sponsorn
- M•••••• M•••••••• G• I•• L•••pooled vehicle sponsorn
- M•••••• M•••••••• G• I••••• L•••pooled vehicle sponsorn
- M•••••• M•••••••• G•• L•••pooled vehicle sponsorn
- M•••••• S••••• C••••• F••• I• D••• L•••pooled vehicle sponsorn
- M•••••• S••••• C••••• F••• I• G•• L•••pooled vehicle sponsorn
- M•••••• S••••• C••••• G• I•• L•••pooled vehicle sponsorn
- M•••••• S••••• C••••• O••••••••• S•• G•• L•••pooled vehicle sponsorn
- M•••••• S••••• C••••• S••••••••• F••• V• G•• L•••pooled vehicle sponsorn
- M•••••• S••••• C••••• S••••••••• F••• X• G•• L•••pooled vehicle sponsorn
- M•••••• S••••• C••••• S••••••••• X••• G•• L•••pooled vehicle sponsorn
- M•••••• S••••• C••••• S••••••••• X•• G•• L•••pooled vehicle sponsorn
- P••••••• C•••••• C••••••••• A••••••• L••investment advisern
- E••••••• S••••••••• Credit A••••••S, LLCinvestment advisernRAUM $11B
- S••••••• B•••••• L••• I•••••••• C••••••real estaten
- S••••••• D••••••••• L••broker-dealern
- S•••• A••••• R••••••••• C•••••••••real estaten
Advisers that list E••••••• C••••• A•••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- office count surgeChange between filings · filing Mar 31, 2026offices other than the principal office (Item 1.F.5) moved from 5.0 to 9.0 (+80.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was 0.0% (136 comparable advisers, 99.0th percentile of changes)peers: asset managers, $5B to $20B (136) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 32 to 36Oct 31, 2025 to Mar 31, 2026
- Advisory employees · 43 to 110Oct 31, 2025 to Mar 31, 2026
- Corporate clients · unset to 1.0Oct 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 26 to 29Oct 31, 2025 to Mar 31, 2026
- Assets in custody · $2.2B to $2.9BOct 31, 2025 to Mar 31, 2026
- Employees · 260 to 292Oct 31, 2025 to Mar 31, 2026
- Other offices · 5 to 9Oct 31, 2025 to Mar 31, 2026
- Private funds · 21 to 29Oct 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $7.7B to $8.5BOct 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $5.5B to $6.3BOct 31, 2025 to Mar 31, 2026
- RAUM · $7.7B to $8.5BOct 31, 2025 to Mar 31, 2026
- Advisory employees · 38 to 43Jan 31, 2025 to Mar 27, 2025
- Pooled vehicle clients · 25 to 26Jan 31, 2025 to Mar 27, 2025
- Assets in custody · $2.1B to $2.2BJan 31, 2025 to Mar 27, 2025
- Employees · 46 to 260Jan 31, 2025 to Mar 27, 2025
- Financial planning clients · unset to Jan 31, 2025 to Mar 27, 2025
- Other offices · 1 to 5Jan 31, 2025 to Mar 27, 2025
- Private funds · 20 to 21Jan 31, 2025 to Mar 27, 2025
- Discretionary RAUM · $7.0B to $7.7BJan 31, 2025 to Mar 27, 2025
- Pooled vehicle RAUM · $4.9B to $5.5BJan 31, 2025 to Mar 27, 2025
- RAUM · $7.0B to $7.7BJan 31, 2025 to Mar 27, 2025
- Business name · M•••••• C••••••• L••• to E••••••• C••••• A•••••••• L••Jun 24, 2024 to Jan 31, 2025
- HQ city · CHICAGO to NEW Y•••Jun 24, 2024 to Jan 31, 2025
- HQ state · IL to NYJun 24, 2024 to Jan 31, 2025
- Legal name · M•••••• C••••••• L••• to E••••••• C••••• A•••••••• L••Jun 24, 2024 to Jan 31, 2025
- Other offices · 0 to 1Jun 24, 2024 to Jan 31, 2025
- Organization form · Limited Partnership to Limited Liability CompanyJun 24, 2024 to Jan 31, 2025
- Assets in custody · $2.1B to $2.1BMar 27, 2024 to Jun 24, 2024
- Discretionary RAUM · $6.9B to $7.0BMar 27, 2024 to Jun 24, 2024
- Pooled vehicle RAUM · $4.8B to $4.9BMar 27, 2024 to Jun 24, 2024
- RAUM · $6.9B to $7.0BMar 27, 2024 to Jun 24, 2024
- Accounts · 24 to 32Apr 17, 2023 to Mar 27, 2024
- Pooled vehicle clients · 18 to 25Apr 17, 2023 to Mar 27, 2024
- Assets in custody · $1.8B to $2.1BApr 17, 2023 to Mar 27, 2024
- Employees · 44 to 46Apr 17, 2023 to Mar 27, 2024
- Private funds · 15 to 20Apr 17, 2023 to Mar 27, 2024
- Discretionary RAUM · $5.6B to $6.9BApr 17, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $3.7B to $4.8BApr 17, 2023 to Mar 27, 2024
- RAUM · $5.6B to $6.9BApr 17, 2023 to Mar 27, 2024
- Accounts · 23 to 24Mar 29, 2022 to Mar 30, 2023
Signals
13 dated events
- Steven Michael Parilla (Chief Operating Officer And Chief Compliance Officer) no longer on Schedule A of E••••••• C••••• A•••••••• L•• (listed 2024-03-27, absent 2024-06-24)Jun 24, 2024 · Control person left · inference
- Brian Daniel Kirmse (Chief Compliance Officer) appeared on Schedule A of E••••••• C••••• A•••••••• L••Jun 24, 2024 · Control person joined · fact
- Louise Nora Larkin (Trustee) appeared on Schedule A of E••••••• C••••• A•••••••• L••Apr 17, 2023 · Control person joined · fact
- E••••••• C••••• A•••••••• L•• reported RAUM $5.6B, up 31% from $4.3B (2022-03-29 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Cotter Donald Young (Member) no longer on Schedule A of E••••••• C••••• A•••••••• L•• (listed 2022-03-29, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Peter Michael Damaso (Member) no longer on Schedule A of E••••••• C••••• A•••••••• L•• (listed 2022-03-29, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Koepke Laura Albrecht (Chief Administrative Officer) appeared on Schedule A of E••••••• C••••• A•••••••• L••Mar 29, 2022 · Control person joined · fact
- Cotter Donald Young (Member) appeared on Schedule A of E••••••• C••••• A•••••••• L••Aug 27, 2019 · Control person joined · fact
- Peter Michael Damaso (Member) appeared on Schedule A of E••••••• C••••• A•••••••• L••Aug 27, 2019 · Control person joined · fact
- Emanuel Aaron Simkovich (Chief Financial Officer Of M•••••• C••••••• L•••) appeared on Schedule A of E••••••• C••••• A•••••••• L••Mar 29, 2019 · Control person joined · fact
- E••••••• C••••• A•••••••• L•• reported RAUM $2.5B, up 45% from $1.7B (2019-01-31 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Thomas Lester Gregory (Founding Partner Of M•••••• C••••••• L•••) no longer on Schedule A of E••••••• C••••• A•••••••• L•• (listed 2019-01-02, absent 2019-01-31)Jan 31, 2019 · Control person left · inference
- Lawrence Todd Boehly (Member) appeared on Schedule A of E••••••• C••••• A•••••••• L••Jan 31, 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
- eldridge.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-895-2000reportedpublic 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026