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Former SEC-registered adviser

E•••••• P•••••••

Former SEC-registered adviserCRD 161243SEC 801-74043IAPD
Legal name E•• M••••••••• L•
Latest filing Feb 23, 2023
First filing on the tape Feb 14, 2012 · 17 filings
RAUM
$110M
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
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
$485M gross assets
History
17 filings and snapshots on the tape
RAUM$110M as of Feb 23, 2023
Apr 1, 2013$859M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 23, 2023
Apr 1, 20130 then
Employees (5.A)3 as of Feb 23, 2023
Apr 1, 201313 then
Private funds3 as of Feb 23, 2023
Apr 1, 20136 then
RAUM -43% over the last fiscal year-41% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Feb 23, 2023; 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
$36.7MderivedRAUM 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
-43%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-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
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
  • 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)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$110M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
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
      Every departureEvery arrival
      Private funds
      6 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      E•••••• P••••••• I• L•Private Equity Fund$411M64Feb 14, 2012
      D•• E•••••• L•no longer reportedVenture Capital Fund$70.9M111Feb 14, 2012
      E•••••• P••••••• I••• L•Private Equity Fund$65.8M11Apr 1, 2013
      E•••••• P••••••• I• I•••••••• L•Private Equity Fund$7.4M28Feb 14, 2012
      D•• E•••••• I•••••••• L•no longer reportedVenture Capital Fund$1.9M26Feb 14, 2012
      D•• E•••••• C•••• E••••• F••• L•no longer reportedVenture Capital Fund$326,9212Feb 14, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • B••••• M••••••• J••••• · Managing Membercontrol
        since 04/2008 · owns less than 5%
      • D•••••• M•••••• · Managing Membercontrol
        since 04/2008 · owns less than 5%
      • L••••••• D••••• F•••••• · Managing Partner, Ccocontrol
        since 04/2008 · owns less than 5%
      • B••••• M••••••• J••••• · Managing Membercontrol
        since 03/2012 · owns 25% to 50% of E•••••• I••• G• L••
      • B••••• M••••••• J••••• · Managing Membercontrol
        since 12/2005 · owns 25% to 50% of E•••••• V•••••• P••••••• L••
      • D•••••• M•••••• · Managing Membercontrol
        since 04/2008 · owns 25% to 50% of E•••••• I• G• L••
      • D•••••• M•••••• · Managing Membercontrol
        since 03/2012 · owns 25% to 50% of E•••••• I••• G• L••
      • D•••••• M•••••• · Managing Membercontrol
        since 03/2006 · owns 25% to 50% of E•••••• V•••••• P••••••• L••
      • L••••••• D••••• F•••••• · Managing Membercontrol
        since 03/2012 · owns 25% to 50% of E•••••• I••• G• L••
      • L••••••• D••••• F•••••• · Managing Membercontrol
        since 08/2005 · owns 25% to 50% of E•••••• V•••••• P••••••• L••
      Entity owners
      • E•••••• I• G• L•• · General Partner
        direct · owns less than 5%
      • E•••••• V•••••• P••••••• L•• · Partner
        direct · owns 75% or more
      • E•••••• I••• G• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • E•••••• P••••••• I• G• L•
        pooled vehicle sponsorn
      • E•••••• P••••••• I••• G• L•
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Legal name · E•••••• MANAGEMENT LP to E•• M••••••••• L•
        Nov 18, 2022 to Feb 23, 2023
      • Discretionary RAUM · $195M to $110M
        Nov 18, 2022 to Feb 23, 2023
      • Pooled vehicle RAUM · $195M to $110M
        Nov 18, 2022 to Feb 23, 2023
      • RAUM · $195M to $110M
        Nov 18, 2022 to Feb 23, 2023
      • Accounts · 5 to 3
        Mar 22, 2021 to Mar 21, 2022
      • Pooled vehicle clients · 5 to 3
        Mar 22, 2021 to Mar 21, 2022
      • HQ city · WAYNE to unset
        Mar 22, 2021 to Mar 21, 2022
      • HQ state · PA to unset
        Mar 22, 2021 to Mar 21, 2022
      • Private funds · 6 to 3
        Mar 22, 2021 to Mar 21, 2022
      • Discretionary RAUM · $0 to $195M
        Mar 22, 2021 to Mar 21, 2022
      • Non-discretionary RAUM · $195M to $0
        Mar 22, 2021 to Mar 21, 2022
      • Pooled vehicle RAUM · $195M to $195M
        Mar 22, 2021 to Mar 21, 2022
      • RAUM · $195M to $195M
        Mar 22, 2021 to Mar 21, 2022
      • Accounts · 248 to 5
        Feb 25, 2021 to Mar 22, 2021
      • Discretionary RAUM · $195M to $0
        Feb 25, 2021 to Mar 22, 2021
      • Non-discretionary RAUM · $0 to $195M
        Feb 25, 2021 to Mar 22, 2021
      • Accounts · 250 to 248
        Apr 1, 2020 to Feb 25, 2021
      • Pooled vehicle clients · 6 to 5
        Apr 1, 2020 to Feb 25, 2021
      • Discretionary RAUM · $530M to $195M
        Apr 1, 2020 to Feb 25, 2021
      • Pooled vehicle RAUM · $530M to $195M
        Apr 1, 2020 to Feb 25, 2021
      • RAUM · $530M to $195M
        Apr 1, 2020 to Feb 25, 2021
      • Accounts · 6 to 250
        Apr 26, 2019 to Apr 1, 2020
      • Custody of client assets · true to false
        Apr 26, 2019 to Apr 1, 2020
      • Other offices · 1 to 0
        Apr 26, 2019 to Apr 1, 2020
      • Discretionary RAUM · $567M to $530M
        Apr 26, 2019 to Apr 1, 2020
      • Pooled vehicle RAUM · $567M to $530M
        Apr 26, 2019 to Apr 1, 2020
      • RAUM · $567M to $530M
        Apr 26, 2019 to Apr 1, 2020
      • Accounts · 10 to 6
        Jan 30, 2019 to Mar 28, 2019
      • Employees · 4 to 3
        Jan 30, 2019 to Mar 28, 2019
      • Discretionary RAUM · $568M to $567M
        Jan 30, 2019 to Mar 28, 2019
      • Pooled vehicle RAUM · $568M to $567M
        Jan 30, 2019 to Mar 28, 2019
      • RAUM · $568M to $567M
        Jan 30, 2019 to Mar 28, 2019
      • Employees · 5 to 4
        Mar 31, 2018 to Jan 30, 2019
      • Discretionary RAUM · $706M to $568M
        Mar 31, 2018 to Jan 30, 2019
      • Pooled vehicle RAUM · $706M to $568M
        Mar 31, 2018 to Jan 30, 2019
      • RAUM · $706M to $568M
        Mar 31, 2018 to Jan 30, 2019
      • Accounts · 17 to 10
        Apr 3, 2017 to Mar 31, 2018
      • Advisory employees · 5 to 3
        Apr 3, 2017 to Mar 31, 2018
      • Pooled vehicle clients · unset to 6.0
        Apr 3, 2017 to Mar 31, 2018
      • Employees · 7 to 5
        Apr 3, 2017 to Mar 31, 2018
      Signals
      1 dated events
      • E•••••• P••••••• reported RAUM $194.7M, down 63% from $530.1M (2020-04-01 to 2021-02-25)
        Feb 25, 2021 · RAUM change · derived
      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