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••••• E••••• P•••••••
Asset manager (funds and pooled vehicles)Philadelphia, PennsylvaniaCRD 159236SEC 801-74259websiteIAPD
Legal name E••••• E••••• P•••••••• L•••
Latest filing Mar 27, 2026
First filing on the tape Feb 15, 2012 · 21 filings
SEC status approved since Mar 23, 2012
RAUM
$279M
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
10
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$279M as of Mar 27, 2026
Mar 28, 2013$211M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 28, 20130 then
Employees (5.A)10 as of Mar 27, 2026
Mar 28, 20137 then
Private funds3 as of Mar 27, 2026
Mar 28, 20134 then
RAUM -19% over the last fiscal year-11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $93.1MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -19%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 vehiclesreportedItem 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)
- 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
- Pooled investment vehicles$279M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- 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
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••••• I•• L••• | Private Equity Fund | $157M | 42 | Mar 30, 2020 |
| E••••• I••• L••• | Private Equity Fund | $56.8M | 50 | Mar 28, 2013 |
| E••••• I•• L••• | Private Equity Fund | $31.1M | 38 | Feb 15, 2012 |
| E••••• I• L•••no longer reported | Private Equity Fund | $7.4M | 10 | Feb 15, 2012 |
| E••••• I••• L•••no longer reported | Private Equity Fund | $6.6M | 2 | Feb 15, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C•••• J•••••••• Y•••• · Partnercontrolsince 01/2016 · owns less than 5%
- F••••• M••••••• J••• · Chief Financial Officer / Chief Compliance Officercontrolsince 01/2012 · owns less than 5%
- H•••••••• C••••••••• G• · Managing Partnercontrolsince 11/2005 · owns 50% to 75%
- M•••••• C••••••••• T••••• · Partnercontrolsince 06/2018 · owns 25% to 50%
- O•••••• A••••••••• M•••• · Partnercontrolsince 01/2023 · owns less than 5%
- H•••••••• C••••••••• G• · Ownercontrolsince 11/2005 · owns 75% or more of E••••• E••••• P••••••• M••••••••• L••
Entity owners
- E••••• E••••• P••••••• M••••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- E••••• E••••• P••••••• G• I•• L••pooled vehicle sponsorn
- E••••• E••••• P••••••• I•• L•••pooled vehicle sponsorn
- E••••• E••••• P••••••• M••••••••• L••pooled vehicle sponsory
- E••••• G••••• C•••••• G• I••• L••pooled vehicle sponsorn
- E••••• G••••• C•••••• I•• L•••pooled vehicle sponsorn
- E••••• G••••• C•••••• I•• L••pooled vehicle sponsorn
- E••••• G••••• C•••••• I••• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $347M to $279MMar 31, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $347M to $279MMar 31, 2025 to Mar 27, 2026
- RAUM · $347M to $279MMar 31, 2025 to Mar 27, 2026
- Advisory employees · 8 to 7Sep 19, 2024 to Mar 31, 2025
- Employees · 11 to 10Sep 19, 2024 to Mar 31, 2025
- Financial planning clients · unset to Sep 19, 2024 to Mar 31, 2025
- Discretionary RAUM · $360M to $347MSep 19, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $360M to $347MSep 19, 2024 to Mar 31, 2025
- RAUM · $360M to $347MSep 19, 2024 to Mar 31, 2025
- Advisory employees · 7 to 8Jan 25, 2024 to Mar 28, 2024
- Employees · 10 to 11Jan 25, 2024 to Mar 28, 2024
- Discretionary RAUM · $395M to $360MJan 25, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $395M to $360MJan 25, 2024 to Mar 28, 2024
- RAUM · $395M to $360MJan 25, 2024 to Mar 28, 2024
- Advisory employees · 8 to 7Mar 30, 2022 to Mar 28, 2023
- Employees · 11 to 10Mar 30, 2022 to Mar 28, 2023
- Discretionary RAUM · $402M to $395MMar 30, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $402M to $395MMar 30, 2022 to Mar 28, 2023
- RAUM · $402M to $395MMar 30, 2022 to Mar 28, 2023
- Assets in custody · unset to 0.0Mar 29, 2021 to Mar 30, 2022
- Custody of client assets · false to trueMar 29, 2021 to Mar 30, 2022
- Employees · 12 to 11Mar 29, 2021 to Mar 30, 2022
- Discretionary RAUM · $458M to $402MMar 29, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $458M to $402MMar 29, 2021 to Mar 30, 2022
- RAUM · $458M to $402MMar 29, 2021 to Mar 30, 2022
- Advisory employees · 7 to 8Aug 28, 2020 to Mar 29, 2021
- Employees · 10 to 12Aug 28, 2020 to Mar 29, 2021
- Discretionary RAUM · $454M to $458MAug 28, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $454M to $458MAug 28, 2020 to Mar 29, 2021
- RAUM · $454M to $458MAug 28, 2020 to Mar 29, 2021
- Accounts · 2 to 3Mar 29, 2019 to Mar 30, 2020
- Pooled vehicle clients · 2 to 3Mar 29, 2019 to Mar 30, 2020
- Employees · 9 to 10Mar 29, 2019 to Mar 30, 2020
- Private funds · 2 to 3Mar 29, 2019 to Mar 30, 2020
- Discretionary RAUM · $247M to $454MMar 29, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $247M to $454MMar 29, 2019 to Mar 30, 2020
- RAUM · $247M to $454MMar 29, 2019 to Mar 30, 2020
- Advisory employees · 8 to 7Jul 19, 2018 to Mar 29, 2019
- Business name · E••••• E••••• P•••••••• L••• to E••••• E••••• P•••••••Jul 19, 2018 to Mar 29, 2019
- Employees · 10 to 9Jul 19, 2018 to Mar 29, 2019
Signals
3 dated events
- Yuhan Jonathan Chou (Partner) appeared on Schedule A of E••••• E••••• P•••••••Mar 28, 2023 · Control person joined · fact
- Marie Alexandra Oswald (Partner) appeared on Schedule A of E••••• E••••• P•••••••Mar 28, 2023 · Control person joined · fact
- E••••• E••••• P••••••• reported RAUM $454.4M, up 84% from $246.8M (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- E••••• E••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- E••••• E••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/EURKEA-EQUITY-PARTNERSreportedpublic record, Form ADV, Sep 19, 2026
- Website
- E•••••EQUITY.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 267-238-4200reportedpublic record, Form ADV, Mar 27, 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