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••• P•••••••• A•••••••• L••
Latest filing Apr 30, 2026
First filing on the tape Feb 14, 2012 · 35 filings
SEC status approved since Mar 30, 2012
RAUM
$1.1B
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
11
11 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
10
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$1.1B as of Apr 30, 2026
Mar 27, 2013$604M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Mar 27, 20130 then
Employees (5.A)11 as of Apr 30, 2026
Mar 27, 201317 then
Private funds10 as of Apr 30, 2026
Mar 27, 20137 then
RAUM n/a over the last fiscal year-8.5% a year over three
Practice profile
derived from the filing of Apr 30, 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
- $93.9MderivedRAUM 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
- unknownderivedbetween 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-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.1B, 12 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- 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)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 12 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=true 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
20 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••• P•••••••• I••••••••• I• P•• L••• | Real Estate Fund | $396M | 8 | Mar 29, 2019 |
| E••• P•••••••• I••••••••• I•• L••• | Real Estate Fund | $312M | 124 | Mar 29, 2019 |
| E•• R••••••••• C••••••••• L••• | Real Estate Fund | $288M | 29 | Mar 31, 2021 |
| E••• C••• I••••••••• I• L•• | Real Estate Fund | $120M | 3 | Mar 29, 2018 |
| E••• P•••••••• I••••••••• I••• L••• | Real Estate Fund | $104M | 73 | Mar 26, 2015 |
| A•••••• C•••••••• I• L•••no longer reported | Private Equity Fund | $102M | 3 | Mar 27, 2013 |
| E••• R••••••••• C••••••••• L••• | Real Estate Fund | $92.8M | 51 | Mar 29, 2019 |
| A•••••• I••••••••• P••••••• D••••••••• O••••••••• L•••no longer reported | Private Equity Fund | $36.8M | 6 | Feb 14, 2012 |
| E••• P•••••••• I••••••••• I•• L••• | Real Estate Fund | $35.8M | 43 | Feb 14, 2012 |
| E•• R••••••••• C•••••••• L••• | Real Estate Fund | $28.3M | 31 | Mar 30, 2020 |
| E••• P•••••••• I••••••••• L•••no longer reported | Real Estate Fund | $24.5M | 32 | Feb 14, 2012 |
| E••• K••• I••••••••• I• L••• | Real Estate Fund | $17.4M | 14 | Mar 29, 2018 |
| E••• P•••••••• I••••••••• I•• P•• L••• | Real Estate Fund | $9.7M | 13 | Mar 29, 2016 |
| E••• G•• I••••••••• L•••no longer reported | Real Estate Fund | $5.4M | 16 | Jan 23, 2014 |
| E••• P••• • C•••• C•••••••• L•••no longer reported | Real Estate Fund | $5.1M | 18 | Feb 14, 2012 |
| E••• 8• A•••• C••••••••• L••• | Real Estate Fund | $1.1M | 32 | Mar 29, 2018 |
| E••• V•••• I• L•••no longer reported | Real Estate Fund | $301,133 | 7 | Feb 14, 2012 |
| E••• V•••• I•• L•••no longer reported | Real Estate Fund | $31,881 | 12 | Feb 14, 2012 |
| A•••••• I••••••••• P••••••• I•••• L•no longer reported | Private Equity Fund | $0 | 0 | Nov 13, 2013 |
| A•••••• I••••••••• P••••••• I•• L•no longer reported | Private Equity Fund | $0 | 0 | Nov 13, 2013 |
Owners and control persons
Schedule A and B, latest filing
- E••••••••• S•••••• B•••••• · Executive Vice President, Taxcontrolsince 09/2015 · owns less than 5%
- K••••••• D•••••• S•••••• · Executive Vice President - E••• P•••••••• A•••••••• L••controlsince 03/2008 · owns less than 5%
- M•••••• E•••• M•••••• · P•••••••• - E••• P•••••••• A•••••••• L••controlsince 03/2008 · owns less than 5%
- N••••• J•••••••• R••••• · Chief Financial Officercontrolsince 03/2020 · owns less than 5%
- R•••• M••••••• S•••• · Managing Directorcontrolsince 03/2021 · owns less than 5%
- T•••••• J••••• S•••• · Treasurercontrolsince 03/2020 · owns less than 5%
- W•••• J••••••• P••• · General Counsel And Chief Compliance Officercontrolsince 02/2012 · owns less than 5%
- W•••••• J••••••• •••• · P•••••••• - E••• P•••••••• A•••••••• L••controlsince 03/2008 · owns less than 5%
- S••••• P•••• •••• · Member/Owner And Manager Of T•••• Captial Partners, LLCcontrolsince 12/2019 · owns 25% to 50% of T•••• C•••••• P•••••••• L••
- S••••• T•••••••• Z••••• · Member/Owner Of T•••• C•••••• P•••••••• L••controlsince 12/2019 · owns 25% to 50% of T•••• C•••••• P•••••••• L••
Entity owners
- T•••• C•••••• P•••••••• L•• · Member/Owner - E••• P•••••••• A•••••••• L••direct · owns 75% or more
Related persons
Schedule D 7.A
- B••• E••••• M••••••••• L••bankpooled vehicle sponsorn
- E••• 8• A•••• C•••••••• G•• L••pooled vehicle sponsorn
- E••• C••• P••••••• I• L••pooled vehicle sponsorn
- E••• K••• P••••••• I• L••pooled vehicle sponsorn
- E••• P•••••••• P••••••• I•• L••pooled vehicle sponsorn
- E••• P•••••••• P••••••• I••• L••bankpooled vehicle sponsorn
- E••• P•••••••• P••••••• I•• L••bankpooled vehicle sponsorn
- E•• P•••••••• L••bankpooled vehicle sponsorn
- G••••••• E••••• M••••••••• L••bankpooled vehicle sponsorn
- L• P•••• E••••• A•••••••• L••investment advisernRAUM $13B
- L• P•••• F••• I•• G•• L••pooled vehicle sponsorn
- L• P•••• F••• I• G•• L••pooled vehicle sponsorn
- L• P•••• F••• V• G•• L••bankpooled vehicle sponsorn
- L• P•••• P••••••• I••• L•••pooled vehicle sponsorn
- L• P•••• P••••••• I•• L•••bankpooled vehicle sponsorn
- L• P•••• P••••••• V• L•••bankpooled vehicle sponsorn
- V••• E••••• G•• L••bankpooled vehicle sponsorn
Advisers that list E••• P•••••••• A•••••••• L•• as a related person
- 158272 n
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA2 employees
What changed
consecutive filings, newest first
- Advisory employees · 12 to 11Dec 8, 2025 to Mar 27, 2026
- Assets in custody · $1.3B to $1.1BDec 8, 2025 to Mar 27, 2026
- Employees · 13 to 11Dec 8, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.3B to $1.1BDec 8, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.3B to $1.1BDec 8, 2025 to Mar 27, 2026
- RAUM · $1.3B to $1.1BDec 8, 2025 to Mar 27, 2026
- Other offices · 3 to 2Oct 31, 2025 to Dec 8, 2025
- Other offices · 1 to 3May 1, 2025 to Oct 31, 2025
- Accounts · 13 to 12Apr 24, 2024 to May 1, 2025
- Advisory employees · 13 to 12Apr 24, 2024 to May 1, 2025
- Pooled vehicle clients · 13 to 12Apr 24, 2024 to May 1, 2025
- Assets in custody · $1.4B to $1.3BApr 24, 2024 to May 1, 2025
- Employees · 14 to 13Apr 24, 2024 to May 1, 2025
- Financial planning clients · unset to Apr 24, 2024 to May 1, 2025
- Private funds · 11 to 10Apr 24, 2024 to May 1, 2025
- Discretionary RAUM · $1.4B to $1.3BApr 24, 2024 to May 1, 2025
- Pooled vehicle RAUM · $1.4B to $1.3BApr 24, 2024 to May 1, 2025
- RAUM · $1.4B to $1.3BApr 24, 2024 to May 1, 2025
- Advisory employees · 17 to 13Apr 26, 2023 to Mar 29, 2024
- Assets in custody · $1.5B to $1.4BApr 26, 2023 to Mar 29, 2024
- Employees · 19 to 14Apr 26, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.5B to $1.4BApr 26, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.5B to $1.4BApr 26, 2023 to Mar 29, 2024
- RAUM · $1.5B to $1.4BApr 26, 2023 to Mar 29, 2024
- Accounts · 14 to 13Apr 27, 2022 to Mar 30, 2023
- Pooled vehicle clients · 14 to 13Apr 27, 2022 to Mar 30, 2023
- Assets in custody · $1.5B to $1.5BApr 27, 2022 to Mar 30, 2023
- Private funds · 12 to 11Apr 27, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.5B to $1.5BApr 27, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.5B to $1.5BApr 27, 2022 to Mar 30, 2023
- RAUM · $1.5B to $1.5BApr 27, 2022 to Mar 30, 2023
- Advisory employees · 16 to 17Apr 28, 2021 to Mar 30, 2022
- Assets in custody · $1.3B to $1.5BApr 28, 2021 to Mar 30, 2022
- Employees · 18 to 19Apr 28, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.3B to $1.5BApr 28, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.3B to $1.5BApr 28, 2021 to Mar 30, 2022
- RAUM · $1.3B to $1.5BApr 28, 2021 to Mar 30, 2022
- Accounts · 12 to 14Apr 29, 2020 to Mar 31, 2021
- Advisory employees · 13 to 16Apr 29, 2020 to Mar 31, 2021
- Pooled vehicle clients · 12 to 14Apr 29, 2020 to Mar 31, 2021
Signals
12 dated events
- Scott Matthew Ross (Managing Director) appeared on Schedule A of E••• P•••••••• A•••••••• L••Mar 30, 2022 · Control person joined · fact
- Josue Noel Gonzalez (Tax Manager) no longer on Schedule A of E••• P•••••••• A•••••••• L•• (listed 2020-04-29, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Josue Noel Gonzalez (Tax Manager) appeared on Schedule A of E••• P•••••••• A•••••••• L••Mar 30, 2020 · Control person joined · fact
- Scott James Tansey (Treasurer) appeared on Schedule A of E••• P•••••••• A•••••••• L••Mar 30, 2020 · Control person joined · fact
- (Nmn) Radion Segal (Trustee) no longer on Schedule A of E••• P•••••••• A•••••••• L•• (listed 2019-05-02, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- (Nmn) Mark Brennan (Treasurer) no longer on Schedule A of E••• P•••••••• A•••••••• L•• (listed 2019-05-02, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Lynn Jobey Eddleman (Assistant Treasurer) no longer on Schedule A of E••• P•••••••• A•••••••• L•• (listed 2019-05-02, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Rosiak Jennifer Neill (Senior Vice President & Chief Accounting Officer, Private Equity) appeared on Schedule A of E••• P•••••••• A•••••••• L••Mar 30, 2020 · Control person joined · fact
- Zellie Theodore Segal (Member/Owner Of Timber Capital Partners) appeared on Schedule A of E••• P•••••••• A•••••••• L••Mar 30, 2020 · Control person joined · fact
- (Nmn) Mark Brennan (Treasurer) appeared on Schedule A of E••• P•••••••• A•••••••• L••Mar 29, 2019 · Control person joined · fact
- E••• P•••••••• A•••••••• L•• reported RAUM $1.3B, up 49% from $877.9M (2018-04-30 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Bezalel Shimon Edelstein (Executive Vice President, Tax) appeared on Schedule A of E••• P•••••••• A•••••••• L••Mar 29, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- E••• P•••••••• A•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- E•••PE.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-547-4380reportedpublic record, Form ADV, Apr 30, 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
Across the graphs
E••• P•••••••• A•••••••• L•• 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.
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