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•••••••
Legal name E••••••• G••••
Latest filing Mar 21, 2026
First filing on the tape Aug 29, 2013 · 24 filings
SEC status approved since Sep 25, 2013
RAUM
$1.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.0M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$1.0M as of Mar 21, 2026
Mar 21, 2014$3.0M then
HNW client RAUM$1.0M as of Mar 21, 2026
Mar 8, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 21, 2026
Mar 21, 20140 then
Employees (5.A)9 as of Mar 21, 2026
Mar 21, 20142 then
Private funds: no history
RAUM -100% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 21, 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
- $1.0MderivedHNW RAUM over HNW clients
- Average account
- $1.0MderivedRAUM 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
- -100%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.0M100%
- Individual clients
- 0reported
- HNW clients
- 1reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 1reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D•••••••• D••••• · Coo And Directorcontrolsince 09/2024 · owns less than 5%
- J•••• S•••••••• · Ceo And Directorcontrolsince 09/2024 · owns less than 5%
- S•••••• M•••••• J•••• · Chief Compliance Officercontrolsince 03/2009 · owns less than 5%
- E••••• J••••• · Rmsince 09/2024 · owns less than 5%
- K•••••• K•••• · Senior Equity Specialistsince 09/2024 · owns less than 5%
- M•••••••• G••••••• · Private Equity And Venture Capital Specialistsince 09/2024 · owns less than 5%
- G•••••••• G••••••• · Shareholdersince 09/2024 · owns 25% to 50% of N•••• C•••••• P••••••• S•
Entity owners
- N•••• C•••••• P••••••• S• · Shareholderdirect · owns 75% or more
- C••••••• C••• · Shareholderindirect · owns 25% to 50% of N•••• C•••••• P••••••• S•
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 50 %Change between filings · filing Mar 21, 2026RAUM (Item 5.F) moved from $305,100,000 to $1,044,497 (-100.0%) between the annual amendments of 2025-04-02 and 2026-03-21; the peer median change was +8.0% (219 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, under $100M (219) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 0 to 1Jan 13, 2026 to Mar 21, 2026
- HNW clients · 0 to 1Jan 13, 2026 to Mar 21, 2026
- Discretionary RAUM · $0 to $1.0MJan 13, 2026 to Mar 21, 2026
- HNW RAUM · $0 to $1.0MJan 13, 2026 to Mar 21, 2026
- RAUM · $0 to $1.0MJan 13, 2026 to Mar 21, 2026
- Accounts · 2 to 0Jun 18, 2025 to Jan 13, 2026
- HNW clients · 1 to 0Jun 18, 2025 to Jan 13, 2026
- HNW RAUM · $276M to $0Jun 18, 2025 to Jan 13, 2026
- Non-discretionary RAUM · $276M to $0Jun 18, 2025 to Jan 13, 2026
- RAUM · $276M to $0Jun 18, 2025 to Jan 13, 2026
- Financial planning clients · 0 to 0Apr 2, 2025 to Jun 18, 2025
- HNW RAUM · $305M to $276MApr 2, 2025 to Jun 18, 2025
- Non-discretionary RAUM · $305M to $276MApr 2, 2025 to Jun 18, 2025
- RAUM · $305M to $276MApr 2, 2025 to Jun 18, 2025
- Advisory employees · 5 to 6Nov 12, 2024 to Apr 2, 2025
- Employees · 6 to 9Nov 12, 2024 to Apr 2, 2025
- HQ city · ZURICH to GENEVANov 12, 2024 to Apr 2, 2025
- HQ state · unset to Nov 12, 2024 to Apr 2, 2025
- HNW RAUM · $448M to $305MNov 12, 2024 to Apr 2, 2025
- Non-discretionary RAUM · $448M to $305MNov 12, 2024 to Apr 2, 2025
- RAUM · $448M to $305MNov 12, 2024 to Apr 2, 2025
- Business name · E••••••• A••••••• to E•••••••Oct 16, 2024 to Nov 12, 2024
- Accounts · unset to 2.0Mar 14, 2024 to Oct 16, 2024
- Advisory employees · 1 to 5Mar 14, 2024 to Oct 16, 2024
- Charity clients · unset to 0.0Mar 14, 2024 to Oct 16, 2024
- Corporate clients · unset to 0.0Mar 14, 2024 to Oct 16, 2024
- HNW clients · unset to 1.0Mar 14, 2024 to Oct 16, 2024
- Individual clients · unset to 0.0Mar 14, 2024 to Oct 16, 2024
- Pension plan clients · unset to 0.0Mar 14, 2024 to Oct 16, 2024
- Pooled vehicle clients · unset to 0.0Mar 14, 2024 to Oct 16, 2024
- Employees · 1 to 6Mar 14, 2024 to Oct 16, 2024
- Discretionary RAUM · unset to 0.0Mar 14, 2024 to Oct 16, 2024
- HNW RAUM · unset to 448000000.0Mar 14, 2024 to Oct 16, 2024
- Non-discretionary RAUM · unset to 448000000.0Mar 14, 2024 to Oct 16, 2024
- Pension RAUM · unset to 0.0Mar 14, 2024 to Oct 16, 2024
- Pooled vehicle RAUM · unset to 0.0Mar 14, 2024 to Oct 16, 2024
- RAUM · unset to 448000000.0Mar 14, 2024 to Oct 16, 2024
- Related adviser · false to trueMar 14, 2024 to Oct 16, 2024
- Individual clients · 55.0 to unsetMar 21, 2023 to Mar 14, 2024
- HNW clients · 55.0 to unsetMar 11, 2022 to Mar 21, 2023
Signals
3 dated events
- Envisage reported RAUM $0, down 100% from $275.6M (2025-06-18 to 2026-01-13)Jan 13, 2026 · RAUM change · derived
- Envisage reported RAUM $305.1M, down 32% from $448.0M (2024-11-12 to 2025-04-02)Apr 2, 2025 · RAUM change · derived
- E••••••• W••••• M••••••••• filed its initial SEC registration (Form ADV)Aug 29, 2013 · First SEC registration · 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
- E•••••••.CHreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +41 44 552 03 87reportedpublic record, Form ADV, Mar 21, 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
- Independent wealth managerderiveda 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