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••••••• L••

Asset manager (funds and pooled vehicles)Houston, TexasCRD 169111SEC 801-100496website IAPD

Latest filing Mar 26, 2026

First filing on the tape Jun 30, 2015 · 18 filings

SEC status approved since Jul 10, 2015

RAUM

$2.2B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$2.2B

derived; firm RAUM over IAPD count

Employees

23 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

18 filings and snapshots on the tape

RAUM$2.2B as of Mar 26, 2026

Mar 15, 2016$267M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 26, 2026

Mar 15, 20160 then

Employees (5.A)44 as of Mar 26, 2026

Mar 15, 20169 then

Private funds12 as of Mar 26, 2026

Mar 15, 20161 then

RAUM +2.6% over the last fiscal year+4.7% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 26, 2026; every figure names its basis

Archetypes, each a printed rule

Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $2.2BderivedRAUM 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: $186MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 44.0derivedItem 5.A over advisors
Advisors per office: 1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +2.6%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)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$2.2B100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 12reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
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

1 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
P••••••• B••••• M••••••	Houston, Tx	Jul 16, 2015	37 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

11 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
E•• C•••••• F••• I•• L•	Private Equity Fund	$658M	56	Mar 26, 2020
E•• C•••••• F••• I••• L•	Private Equity Fund	$656M	37	Mar 27, 2017
E•• C•••••• F••• V• L•	Private Equity Fund	$310M	18	Mar 28, 2024
E•• C•••••• F••• I•• L•	Private Equity Fund	$205M	87	Sep 13, 2013
E•• C•••••• I• T••••• F•••• L•	Private Equity Fund	$160M	17	Mar 26, 2020
E•• H•• M•••••••• H•••••••• L••	Private Equity Fund	$96.5M	24	Mar 27, 2017
E•• E•••••• L•	Private Equity Fund	$91.3M	2	Mar 29, 2023
E•• F••••••••• E••••• H••••••• L••	Private Equity Fund	$76.2M	13	Mar 26, 2018
E•• C•••••• F••• I••••• L•	Private Equity Fund	$62.9M	36	Mar 27, 2017
E•• A•• H••••••• I• A••••••••• L••	Private Equity Fund	$40.5M	5	Mar 28, 2024
E•• C•••••• F•••• L•no longer reported	Private Equity Fund	$6.9M	16	Mar 28, 2019

Owners and control persons

Schedule A and B, latest filing

F••••• D••••• J••• P••• · Managing Partnercontrol
since 06/2014 · owns less than 5%
M••••••• P•••••••• B••••• · Managing Partnercontrol
since 06/2013 · owns less than 5%
D••••• G••••••• M• · Presidentcontrol
since 08/2019 · owns 75% or more of V••••• C•••• V•••••••• I•••
F••••• D••••• J••• P••• · Presidentcontrol
since 12/2016 · owns 75% or more of F••••• C•••••• I•••
G••••••••• J•••••••• B••• · Presidentcontrol
since 03/2017 · owns 75% or more of L••••••• H••••••• I•••
H•••••• C•••••• R•••• · Presidentcontrol
since 10/2022 · owns 75% or more of M• P••••••• B••••••• I•••
L••••• G••• · Presidentcontrol
since 08/2023 · owns 75% or more of H••••••• R•••• H•••••••• I••
M••••••• P•••••••• B••••• · Presidentcontrol
since 12/2016 · owns 75% or more of A•••••• C•••••• I•••
D••••• G••••••• M• · Partner
since 07/2019 · owns less than 5%
G••••••••• J•••••••• B••• · Partner
since 06/2013 · owns less than 5%
H•••••• C•••••• R•••• · Partner
since 10/2022 · owns less than 5%
L••••• G••• · Partner
since 08/2023 · owns less than 5%
N••••• U••••••••• G•••••• · General Counsel
since 01/2024 · owns less than 5%
S••••••• J•••• M•••••• · Chief F••••Cial Officer And Chief Compliance Officer
since 01/2015 · owns less than 5%

Entity owners

A•••••• C•••••• I••• · Managing Member - Class A
direct · owns 25% to 50%
F••••• C•••••• I••• · Member - Class A
direct · owns 25% to 50%
H••••••• R•••• H•••••••• I•• · Member - Class C
direct · owns 5% to 10%
L••••••• H••••••• I••• · Member - Class C
direct · owns 5% to 10%
M• P••••••• B••••••• I••• · Member - Class C
direct · owns 5% to 10%
V••••• C•••• V•••••••• I••• · Member - Class C
direct · owns 5% to 10%

Related persons

Schedule D 7.A

E•• E••••• F••• A•••••••• L••
pooled vehicle sponsorn
E•• F••• A••••••• I•• L••
pooled vehicle sponsorn
E•• F••• A••••••• I••• L••
pooled vehicle sponsorn
E•• F••• A••••••• I•• L••
pooled vehicle sponsorn
E•• F••• A••••••• V• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 11 to 12
Apr 28, 2025 to Mar 26, 2026
Advisory employees · 24 to 23
Apr 28, 2025 to Mar 26, 2026
Employees · 37 to 44
Apr 28, 2025 to Mar 26, 2026
Discretionary RAUM · $2.2B to $2.2B
Apr 28, 2025 to Mar 26, 2026
Pooled vehicle RAUM · $2.2B to $2.2B
Apr 28, 2025 to Mar 26, 2026
RAUM · $2.2B to $2.2B
Apr 28, 2025 to Mar 26, 2026
Accounts · 10 to 11
Apr 26, 2024 to Apr 28, 2025
Advisory employees · 20 to 24
Apr 26, 2024 to Apr 28, 2025
Pooled vehicle clients · 10 to 12
Apr 26, 2024 to Apr 28, 2025
Employees · 32 to 37
Apr 26, 2024 to Apr 28, 2025
Financial planning clients · unset to
Apr 26, 2024 to Apr 28, 2025
Private funds · 10 to 12
Apr 26, 2024 to Apr 28, 2025
Discretionary RAUM · $2.4B to $2.2B
Apr 26, 2024 to Apr 28, 2025
Pooled vehicle RAUM · $2.4B to $2.2B
Apr 26, 2024 to Apr 28, 2025
RAUM · $2.4B to $2.2B
Apr 26, 2024 to Apr 28, 2025
Accounts · 8 to 10
Apr 27, 2023 to Mar 28, 2024
Pooled vehicle clients · 8 to 10
Apr 27, 2023 to Mar 28, 2024
Private funds · 8 to 10
Apr 27, 2023 to Mar 28, 2024
Discretionary RAUM · $1.9B to $2.4B
Apr 27, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $1.9B to $2.4B
Apr 27, 2023 to Mar 28, 2024
RAUM · $1.9B to $2.4B
Apr 27, 2023 to Mar 28, 2024
Accounts · 7 to 8
Mar 29, 2022 to Mar 29, 2023
Advisory employees · 17 to 20
Mar 29, 2022 to Mar 29, 2023
Pooled vehicle clients · 7 to 8
Mar 29, 2022 to Mar 29, 2023
Employees · 23 to 32
Mar 29, 2022 to Mar 29, 2023
Private funds · 7 to 8
Mar 29, 2022 to Mar 29, 2023
Discretionary RAUM · $2.1B to $1.9B
Mar 29, 2022 to Mar 29, 2023
Pooled vehicle RAUM · $2.1B to $1.9B
Mar 29, 2022 to Mar 29, 2023
RAUM · $2.1B to $1.9B
Mar 29, 2022 to Mar 29, 2023
Discretionary RAUM · $1.8B to $2.1B
Nov 2, 2021 to Mar 29, 2022
Pooled vehicle RAUM · $1.8B to $2.1B
Nov 2, 2021 to Mar 29, 2022
RAUM · $1.8B to $2.1B
Nov 2, 2021 to Mar 29, 2022
Advisory employees · 13 to 17
Apr 2, 2020 to Mar 25, 2021
Employees · 20 to 23
Apr 2, 2020 to Mar 25, 2021
Discretionary RAUM · $1.5B to $1.8B
Apr 2, 2020 to Mar 25, 2021
Pooled vehicle RAUM · $1.5B to $1.8B
Apr 2, 2020 to Mar 25, 2021
RAUM · $1.5B to $1.8B
Apr 2, 2020 to Mar 25, 2021
Accounts · 6 to 7
Mar 28, 2019 to Mar 26, 2020
Advisory employees · 10 to 13
Mar 28, 2019 to Mar 26, 2020
Pooled vehicle clients · 6 to 7
Mar 28, 2019 to Mar 26, 2020

Signals

6 dated events

Gary Levin (President) appeared on Schedule A of E•• C••••••• L••
Mar 28, 2024 · Control person joined · fact
Renee Claire Harvey (President) appeared on Schedule A of E•• C••••••• L••
Mar 29, 2023 · Control person joined · fact
E•• C••••••• L•• reported RAUM $1.5B, up 60% from $919.6M (2019-03-28 to 2020-03-26)
Mar 26, 2020 · RAUM change · derived
M Gregory Davis (President) appeared on Schedule A of E•• C••••••• L••
Mar 26, 2020 · Control person joined · fact
E•• C••••••• L•• reported RAUM $994.2M, up 34% from $739.9M (2017-03-27 to 2018-03-26)
Mar 26, 2018 · RAUM change · derived
E•• C••••••• L•• filed its initial SEC registration (Form ADV)
Jun 30, 2015 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

E•• C••••••• L•• · Independent Sponsors
shared crd · capital_provider
E•• C••••••• L•• · Private Equity
shared crd · organization
E•• C••••••• L•• · Venture Capital
shared crd · organization

How to reach

public business contact points only, each with its source

Website: w••.e•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
Principal office phone: 713-353-2755reportedpublic record, Form ADV, Mar 26, 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: $2.2Bderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026