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.

Former SEC-registered adviser

Europa Investment Bank Inc.

Former SEC-registered adviserNew York, New YorkCRD 159917SEC 801-74257IAPD
Latest filing Jan 29, 2020
First filing on the tape Feb 15, 2012 · 30 filings
RAUM
$300B
reported, Item 5.F
Discretionary
0.0%
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
34
21 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
15
$1341B gross assets
History
30 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 5, 2016
Feb 5, 20130 then
Employees (5.A)34 as of Jul 5, 2016
Feb 5, 201334 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jan 29, 2020; 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
$300BderivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 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
hourly, fixed fees, performance-based, commissionsreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for pooled vehicles, educational seminars, otherreportedItem 5.G
Ownership
a bank, bancorp or trust company is a 50 percent or greater ownerderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is a broker-dealer (6.A.1)
  • controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Banks and thrifts$300B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixed, hourly, performance, commissionsreported
Class basis
absent from the latest SEC rosterderived
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
      16 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Europa Investment Bank Inc.Liquidity Fund$1000B1Jul 27, 2018
      Europa Investment Bank Inc.Hedge Fund$80B1Jun 1, 2018
      Strasburg Investment Bank Inc.Hedge Fund$60B1Jun 1, 2018
      Marlboro InternationalPrivate Equity Fund$30B1Jan 29, 2020
      Miami-Dade Sexolon FundLiquidity Fund$30B1Jan 24, 2019
      Oakland Park International Industrial ComplexPrivate Equity Fund$30B1Jan 29, 2020
      Diesel Dog Records IncHedge Fund$30B1Jun 1, 2018
      Odessa InternationalPrivate Equity Fund$30B1Jan 29, 2020
      Boudoux InternationalPrivate Equity Fund$30B1Jan 29, 2020
      United States Special Command (Usstacom)-StargateLiquidity Fund$10B1Jul 27, 2018
      Milano Securities Group Inc.Hedge Fund$7.0B1Jun 1, 2018
      Departamento De Policia Federal Directorate Of Black OperationsLiquidity Fund$1.0B1Jan 29, 2020
      United States Secret ServiceLiquidity Fund$1.0B1Jul 27, 2018
      Central Intelligence Agency Directorate Of Black OperationsLiquidity Fund$1.0B1Jul 27, 2018
      Fbi Directorate Of Black OperationsLiquidity Fund$1.0B1Jul 27, 2018
      Departamento De Policia Federal Washington DcLiquidity Fund$100M1Jul 27, 2018
      Owners and control persons
      Schedule A and B, latest filing
      • Emmanuel Marcus Maximus · President, Ceo And Ccocontrol
        since 11/2011 · owns 10% to 25%
      Entity owners
      • Europa Investment Bank Inc · Shareholder
        direct · owns 75% or more
      • Gen Marc Allum · Chief Financial Officer
        direct · owns less than 5%
      • Lt Gen Billy Boswell · Director - Global Business (West Africa)
        direct · owns less than 5%
      • Lt Gen Bobby Boswell · Director - Global Business (East Africa)
        direct · owns less than 5%
      • Lt Gen Daouda Kante · Director - Global Business (Central Africa)
        direct · owns less than 5%
      • Lt Gen Sebastian Vettel · Director - Global Business (Eastern Europe And Russia)
        direct · owns less than 5%
      • Maj Gen Lewis Hamilton · Director - Global Business (Western Europe)
        direct · owns less than 5%
      • Sony Corporation · Shareholder
        indirect · owns F of Europa Investment Bank Inc
      • Cargill Inc · Shareholder
        indirect · owns F of Europa Investment Bank Inc
      • Ch2m Hill Companies Ltd. · Shareholder
        indirect · owns F of Europa Investment Bank Inc
      • Chevron Corporation · Shareholder
        indirect · owns F of Europa Investment Bank Inc
      • Comerica · Shareholder
        indirect · owns F of Europa Investment Bank Inc
      • East West Bancorp · Shareholder
        indirect · owns F of Europa Investment Bank Inc
      • Europa Investment Bank Inc · Shareholder
        indirect · owns 75% or more of Europa Investment Bank Inc
      • First Horizon National Corporation · Shareholder
        indirect · owns F of Europa Investment Bank Inc
      • First Republic · Shareholder
        indirect · owns F of Europa Investment Bank Inc
      • Frost Bank · Shareholder
        indirect · owns F of Europa Investment Bank Inc
      • Gap Inc. · Shareholder
        indirect · owns F of Europa Investment Bank Inc
      • General Mills, Inc. · Shareholder
        indirect · owns F of Europa Investment Bank Inc
      • Publix Super Markets, Inc. · Shareholder
        indirect · owns F of Europa Investment Bank Inc
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      • Brighton, CO1 employees
      What changed
      consecutive filings, newest first
      • Other offices · 3 to 1
        Jan 24, 2019 to Jan 29, 2020
      • Private funds · 11 to 15
        Jan 24, 2019 to Jan 29, 2020
      • Private funds · 10 to 11
        Jul 27, 2018 to Jan 24, 2019
      • Private funds · 4 to 10
        Jun 29, 2018 to Jul 27, 2018
      • Private funds · unset to 1
        May 30, 2018 to Jun 1, 2018
      • Private funds · 1 to 4
        Jun 1, 2018 to Jun 1, 2018
      • Accounts · unset to 1.0
        Aug 15, 2016 to May 30, 2018
      • HQ city · PORT OF SPAIN to NEW YORK
        Aug 15, 2016 to May 30, 2018
      • HQ state · unset to NY
        Aug 15, 2016 to May 30, 2018
      • Other offices · unset to 3.0
        Aug 15, 2016 to May 30, 2018
      • Discretionary RAUM · unset to 0.0
        Aug 15, 2016 to May 30, 2018
      • Non-discretionary RAUM · unset to 300000000000.0
        Aug 15, 2016 to May 30, 2018
      • RAUM · unset to 300000000000.0
        Aug 15, 2016 to May 30, 2018
      • Advisory employees · unset to 21.0
        Feb 15, 2012 to Feb 5, 2013
      • BD registered reps · unset to 0.0
        Feb 15, 2012 to Feb 5, 2013
      • Employees · unset to 34.0
        Feb 15, 2012 to Feb 5, 2013
      • State-registered IARs · unset to 0.0
        Feb 15, 2012 to Feb 5, 2013
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      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
      Former SEC-registered adviserderiveda 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