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••• C•••••• M•••••••••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 167047SEC 801-117061websiteIAPD
Legal name E••• C•••••• M••••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Jun 27, 2019 · 9 filings
SEC status approved since Jul 29, 2019
RAUM
$482M
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
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$482M as of Mar 27, 2026
Mar 24, 2020$346M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 24, 20200 then
Employees (5.A)10 as of Mar 27, 2026
Mar 24, 202010 then
Private funds2 as of Mar 27, 2026
Mar 24, 20201 then
RAUM -3.5% over the last fiscal year+0.2% 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
$241MderivedRAUM 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
-3.5%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
Custody
$482M, 2 clientsreportedItem 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)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$482M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$482M for 2 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)
      Owners and control persons
      Schedule A and B, latest filing
      • B••••• S•••••• D•••• · Chief Compliance Officer, Member And Managercontrol
        since 02/2012 · owns 25% to 50%
      • S•••••• P•••• A•••• · Member And Managercontrol
        since 02/2012 · owns 75% or more
      Related persons
      Schedule D 7.A
      • E••• C•••••• G• I•• L••
        pooled vehicle sponsorn
      • E••• C•••••• G• I••• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Assets in custody · $499M to $482M
        Mar 27, 2025 to Mar 27, 2026
      • Discretionary RAUM · $499M to $482M
        Mar 27, 2025 to Mar 27, 2026
      • Pooled vehicle RAUM · $499M to $482M
        Mar 27, 2025 to Mar 27, 2026
      • RAUM · $499M to $482M
        Mar 27, 2025 to Mar 27, 2026
      • Advisory employees · 9 to 10
        Mar 25, 2024 to Mar 27, 2025
      • Assets in custody · $520M to $499M
        Mar 25, 2024 to Mar 27, 2025
      • Employees · 9 to 10
        Mar 25, 2024 to Mar 27, 2025
      • Financial planning clients · unset to
        Mar 25, 2024 to Mar 27, 2025
      • Discretionary RAUM · $520M to $499M
        Mar 25, 2024 to Mar 27, 2025
      • Pooled vehicle RAUM · $520M to $499M
        Mar 25, 2024 to Mar 27, 2025
      • RAUM · $520M to $499M
        Mar 25, 2024 to Mar 27, 2025
      • Accounts · 3 to 2
        Mar 28, 2023 to Mar 25, 2024
      • Advisory employees · 7 to 9
        Mar 28, 2023 to Mar 25, 2024
      • Pooled vehicle clients · 3 to 2
        Mar 28, 2023 to Mar 25, 2024
      • Assets in custody · $479M to $520M
        Mar 28, 2023 to Mar 25, 2024
      • Employees · 10 to 9
        Mar 28, 2023 to Mar 25, 2024
      • Private funds · 3 to 2
        Mar 28, 2023 to Mar 25, 2024
      • Discretionary RAUM · $479M to $520M
        Mar 28, 2023 to Mar 25, 2024
      • Pooled vehicle RAUM · $479M to $520M
        Mar 28, 2023 to Mar 25, 2024
      • RAUM · $479M to $520M
        Mar 28, 2023 to Mar 25, 2024
      • Accounts · 2 to 3
        Jun 30, 2022 to Mar 28, 2023
      • Advisory employees · 8 to 7
        Jun 30, 2022 to Mar 28, 2023
      • Pooled vehicle clients · 2 to 3
        Jun 30, 2022 to Mar 28, 2023
      • Assets in custody · $296M to $479M
        Jun 30, 2022 to Mar 28, 2023
      • Employees · 11 to 10
        Jun 30, 2022 to Mar 28, 2023
      • Private funds · 1 to 3
        Jun 30, 2022 to Mar 28, 2023
      • Discretionary RAUM · $296M to $479M
        Jun 30, 2022 to Mar 28, 2023
      • Pooled vehicle RAUM · $296M to $479M
        Jun 30, 2022 to Mar 28, 2023
      • RAUM · $296M to $479M
        Jun 30, 2022 to Mar 28, 2023
      • Assets in custody · $353M to $296M
        Mar 4, 2021 to Mar 29, 2022
      • Discretionary RAUM · $353M to $296M
        Mar 4, 2021 to Mar 29, 2022
      • Pooled vehicle RAUM · $353M to $296M
        Mar 4, 2021 to Mar 29, 2022
      • RAUM · $353M to $296M
        Mar 4, 2021 to Mar 29, 2022
      • Assets in custody · $346M to $353M
        Mar 24, 2020 to Mar 4, 2021
      • Employees · 10 to 11
        Mar 24, 2020 to Mar 4, 2021
      • Discretionary RAUM · $346M to $353M
        Mar 24, 2020 to Mar 4, 2021
      • Pooled vehicle RAUM · $346M to $353M
        Mar 24, 2020 to Mar 4, 2021
      • RAUM · $346M to $353M
        Mar 24, 2020 to Mar 4, 2021
      • Assets in custody · $426M to $346M
        Jun 27, 2019 to Mar 24, 2020
      • Private funds · 2 to 1
        Jun 27, 2019 to Mar 24, 2020
      Signals
      2 dated events
      • E••• C•••••• M••••••••• reported RAUM $478.9M, up 62% from $296.5M (2022-06-30 to 2023-03-28)
        Mar 28, 2023 · RAUM change · derived
      • E••• C•••••• M••••••••• filed its initial SEC registration (Form ADV)
        Jun 27, 2019 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      E•••CAP.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      212-725-7902reportedpublic 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
      Across the graphs

      E••• C•••••• M••••••••• 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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