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• H••••••••• P•••••••

Asset manager (funds and pooled vehicles)The W••••••••, TexasCRD 158263SEC 801-73888website IAPD

Legal name E•••• W•••••••• M••••••••• I•••

Latest filing May 12, 2026

First filing on the tape Feb 14, 2012 · 26 filings

SEC status approved since Mar 20, 2012

RAUM

$2.1B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

13 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

26 filings and snapshots on the tape

RAUM$2.1B as of May 12, 2026

Mar 27, 2013$1.6B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of May 12, 2026

Mar 27, 20130 then

Employees (5.A)13 as of May 12, 2026

Mar 27, 201318 then

Private funds19 as of May 12, 2026

Mar 27, 20139 then

RAUM +0.6% over the last fiscal year-0.4% a year over threeIARs 0 to 0

Practice profile

derived from the filing of May 12, 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: $108MderivedRAUM 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: unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year: +0.6%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 assets, performance-based, otherreportedItem 5.E
Advisory activities: portfolio management for pooled vehicles, otherreportedItem 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

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)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$2.1B100%

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: $0 for 0 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false 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

Every departure Every arrival

Private funds

30 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
E• H••••••••• P••••••• F••• 3••• L•••	Private Equity Fund	$420M	23	Mar 31, 2022
E• H••••••••• P••••••• F••• 2••• L•••	Private Equity Fund	$407M	31	Mar 26, 2020
E• H••••••••• P••••••• L•••	Private Equity Fund	$337M	27	Mar 31, 2015
E• H••••••••• P••••••• F••• 3• L•••	Private Equity Fund	$324M	10	Mar 31, 2022
E• H••••••••• P••••••• F••• 2• L•••	Private Equity Fund	$263M	17	Mar 31, 2019
E•••• W•••••••• H••••• V••••••• F••• V•••• L•••no longer reported	Private Equity Fund	$258M	30	Feb 14, 2012
E•••••• H••••• U•• L•	Private Equity Fund	$235M	21	Mar 29, 2024
E•••• T•••• C••••••••• L•no longer reported	Private Equity Fund	$227M	1	Mar 31, 2019
Z••••• F••• 3• H••••• U•• L•••	Private Equity Fund	$179M	9	Mar 29, 2024
E•••• W•••••••• H••••• V••••••• F••• V•• L•••	Venture Capital Fund	$81.9M	31	Feb 14, 2012
E• H••••••••• P••••••• A••••••••• F•••• L•••	Private Equity Fund	$81.6M	28	Mar 31, 2021
A•••• C••••••••• F••• 2• L•••	Private Equity Fund	$53.0M	19	Mar 31, 2022
T•••• C••••••••• F••• 2• L•••	Private Equity Fund	$49.6M	4	Mar 26, 2020
B••••••••• S•••••••• I••••••••• S•••••no longer reported	Private Equity Fund	$45.4M	1	Mar 31, 2019
E•••• W•••••••• S•••••• S•••••••• F•••• L•no longer reported	Private Equity Fund	$44.1M	11	Feb 14, 2012
F••••• C••••••••• F••• 2• L•••	Private Equity Fund	$41.7M	3	Mar 31, 2021
E•••• W•••••••• H••••• V••••••• F••• I•• L•••	Venture Capital Fund	$33.4M	23	Feb 14, 2012
E• F••• I• S••• L•	Venture Capital Fund	$21.7M	2	Mar 31, 2019
E•••• W•••••••• H••••• V••••••• F••• V•••••• L•••no longer reported	Private Equity Fund	$18.6M	6	Feb 14, 2012
E• H••••••••• P••••••••• L•••	Private Equity Fund	$13.2M	2	Mar 30, 2016
M•••• C••••••••• F•••• L•••	Private Equity Fund	$9.9M	2	Mar 31, 2023
E•••• W•••••••• H••••• V••••••• F••• V••• L•••	Venture Capital Fund	$8.1M	26	Feb 14, 2012
E•••• W•••••••• H••••• V••••••• F••• V•••••• L•••no longer reported	Private Equity Fund	$8.1M	1	Feb 14, 2012
E•••• W•••••••• H••••• V••••••• F••• V• L•••	Venture Capital Fund	$7.3M	36	Feb 14, 2012
M•••••• C••••••••• F••• 2• L•••no longer reported	Private Equity Fund	$6.6M	9	Mar 26, 2020
E• F••• V• S••• L•	Venture Capital Fund	$5.9M	2	Mar 31, 2019
E•••• W•••••••• H••••• V••••••• I••• L•••no longer reported	Venture Capital Fund	$1.6M	24	Feb 14, 2012
E•••• T•••• C••••••••• I•• L•	Private Equity Fund	$109,682	2	Mar 31, 2019
E•••• T•••• C••••••••• I•• L•	Private Equity Fund	$96,572	1	Mar 31, 2019
S• E•••• T•••• C••••••••• I•• L•	Private Equity Fund	$94,240	2	Mar 31, 2019

Owners and control persons

Schedule A and B, latest filing

H•••• G••••••• L•• · Cco, Cfocontrol
since 08/2023 · owns less than 5%
H••••••• J•••• S••••• · Managing Directorcontrol
since 11/2003 · owns 10% to 25%
K••••••••• R••••••• L•• · Cfo - Legacy Fundscontrol
since 11/2003 · owns less than 5%
S•••••• M•••••• P••• · President, Director, Secretary, Managing Directorcontrol
since 11/2003 · owns 25% to 50%
T••••••••• I•••••••• N•• · Managing Directorcontrol
since 11/2003 · owns 25% to 50%
V•••••• P••••• T••••• · Treasurer, Director, Managing Directorcontrol
since 11/2003 · owns 25% to 50%

Related persons

Schedule D 7.A

A•••• F••• 2• H••••• G• L••
pooled vehicle sponsorn
E•••••• H••••• U• G•• L••
pooled vehicle sponsorn
E•••• W•••••••• F••• I••••• L•••
pooled vehicle sponsorn
E•••• W•••••••• H••••• V••••••• I•• L•••••
pooled vehicle sponsorn
E•••• W•••••••• H••••• V••••••• U•• L•••
investment advisern
E•••• W•••••••• H••••• V••••••• V• L•••••
pooled vehicle sponsorn
E•••• W•••••••• H••••• V••••••• V•• L•••
pooled vehicle sponsorn
E•••• W•••••••• H••••• V••••••• V••• L•••
pooled vehicle sponsorn
E•••• W•••••••• H••••• V•••••••• L•••
pooled vehicle sponsorn
E•••• W•••••••• I•• L••
pooled vehicle sponsorn
E• H••••••••• P••••••• A••••••••• F••• G•• L•••
pooled vehicle sponsorn
E• H••••••••• P••••••• F••• 2•••• L•••
pooled vehicle sponsorn
E• H••••••••• P••••••• F••• 2••••• L••
pooled vehicle sponsorn
E• H••••••••• P••••••• F••• 3•••• L•••
pooled vehicle sponsorn
Z••••• F••• 3• H••••• U••••• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

New York, NY6 employees
London, United Kingdom3 employees

What changed

consecutive filings, newest first

Advisory employees · 15 to 13
May 6, 2025 to Mar 26, 2026
Employees · 16 to 13
May 6, 2025 to Mar 26, 2026
Discretionary RAUM · $2.0B to $2.1B
May 6, 2025 to Mar 26, 2026
Pooled vehicle RAUM · $2.0B to $2.1B
May 6, 2025 to Mar 26, 2026
RAUM · $2.0B to $2.1B
May 6, 2025 to Mar 26, 2026
Financial planning clients · unset to
Mar 31, 2025 to May 6, 2025
Accounts · 22 to 19
Jan 10, 2025 to Mar 31, 2025
Advisory employees · 16 to 15
Jan 10, 2025 to Mar 31, 2025
Charity clients · 0.0 to unset
Jan 10, 2025 to Mar 31, 2025
Corporate clients · 0.0 to unset
Jan 10, 2025 to Mar 31, 2025
HNW clients · 0.0 to unset
Jan 10, 2025 to Mar 31, 2025
Individual clients · 0.0 to unset
Jan 10, 2025 to Mar 31, 2025
Pension plan clients · 0.0 to unset
Jan 10, 2025 to Mar 31, 2025
Pooled vehicle clients · 22 to 19
Jan 10, 2025 to Mar 31, 2025
Employees · 17 to 16
Jan 10, 2025 to Mar 31, 2025
Private funds · 22 to 19
Jan 10, 2025 to Mar 31, 2025
Discretionary RAUM · $2.2B to $2.0B
Jan 10, 2025 to Mar 31, 2025
Pooled vehicle RAUM · $2.2B to $2.0B
Jan 10, 2025 to Mar 31, 2025
RAUM · $2.2B to $2.0B
Jan 10, 2025 to Mar 31, 2025
Discretionary RAUM · $2.2B to $2.2B
Oct 7, 2024 to Jan 10, 2025
Pooled vehicle RAUM · $2.2B to $2.2B
Oct 7, 2024 to Jan 10, 2025
RAUM · $2.2B to $2.2B
Oct 7, 2024 to Jan 10, 2025
Discretionary RAUM · $2.2B to $2.2B
Mar 29, 2024 to Jul 3, 2024
Pooled vehicle RAUM · $2.2B to $2.2B
Mar 29, 2024 to Jul 3, 2024
RAUM · $2.2B to $2.2B
Mar 29, 2024 to Jul 3, 2024
Accounts · 20 to 22
Sep 26, 2023 to Mar 29, 2024
Advisory employees · 14 to 16
Sep 26, 2023 to Mar 29, 2024
Pooled vehicle clients · 20 to 22
Sep 26, 2023 to Mar 29, 2024
Employees · 18 to 17
Sep 26, 2023 to Mar 29, 2024
Private funds · 20 to 22
Sep 26, 2023 to Mar 29, 2024
Discretionary RAUM · $2.1B to $2.2B
Sep 26, 2023 to Mar 29, 2024
Pooled vehicle RAUM · $2.1B to $2.2B
Sep 26, 2023 to Mar 29, 2024
RAUM · $2.1B to $2.2B
Sep 26, 2023 to Mar 29, 2024
Employees · 19 to 18
Jun 23, 2022 to Mar 31, 2023
Discretionary RAUM · $2.3B to $2.1B
Jun 23, 2022 to Mar 31, 2023
Pooled vehicle RAUM · $2.3B to $2.1B
Jun 23, 2022 to Mar 31, 2023
RAUM · $2.3B to $2.1B
Jun 23, 2022 to Mar 31, 2023
Accounts · 21 to 20
Apr 30, 2021 to Mar 31, 2022
Pooled vehicle clients · 21 to 20
Apr 30, 2021 to Mar 31, 2022
Employees · 20 to 19
Apr 30, 2021 to Mar 31, 2022

Signals

7 dated events

Welcome Ron Eastman (Managing Director) no longer on Schedule A of E• H••••••••• P••••••• (listed 2023-09-26, absent 2024-03-29)
Mar 29, 2024 · Control person left · inference
Ford Stephen Wiggins (Managing Director) no longer on Schedule A of E• H••••••••• P••••••• (listed 2023-09-26, absent 2024-03-29)
Mar 29, 2024 · Control person left · inference
Scott Richard Barry (Managing Director) no longer on Schedule A of E• H••••••••• P••••••• (listed 2023-09-26, absent 2024-03-29)
Mar 29, 2024 · Control person left · inference
Julius Guido Neels (Managing Director) no longer on Schedule A of E• H••••••••• P••••••• (listed 2023-09-26, absent 2024-03-29)
Mar 29, 2024 · Control person left · inference
Lee Gregory Hill (Cco, Cfo) appeared on Schedule A of E• H••••••••• P•••••••
Sep 26, 2023 · Control person joined · fact
E• H••••••••• P••••••• reported RAUM $2.3B, down 28% from $3.2B (2021-04-30 to 2022-03-31)
Mar 31, 2022 · RAUM change · derived
E• H••••••••• P••••••• reported RAUM $2.5B, up 30% from $1.9B (2018-03-30 to 2019-03-31)
Mar 31, 2019 · RAUM change · derived

Across DFX

shared identifiers only, never a name match

E• H••••••••• P••••••• · Independent Sponsors
shared crd · capital_provider
E• H••••••••• P••••••• · Private Equity
shared crd · organization
E• H••••••••• P••••••• · Venture Capital
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/ew-healthcarereportedpublic record, Form ADV, Sep 18, 2026
Website: e•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 281-364-1555reportedpublic record, Form ADV, May 12, 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