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•••• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 29, 2017 · 17 filings
SEC status approved since Jul 31, 2017
RAUM
$1.4B
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
27
16 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
21
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$1.4B as of Mar 31, 2026
Mar 30, 2018$408M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20180 then
Employees (5.A)27 as of Mar 31, 2026
Mar 30, 201814 then
Private funds21 as of Mar 31, 2026
Mar 30, 201814 then
RAUM +1.6% over the last fiscal year+1.4% a year over threeIARs 0 to 0offices 2 to 1
Practice profile
derived from the filing of Mar 31, 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
- $50.4MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.6%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, fixed fees, performance-based, otherreportedItem 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
- 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$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 28reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, 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
29 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E•••• V• U• F••••• I• L• | Real Estate Fund | $251M | 83 | Mar 28, 2020 |
| E•••• I••••••••• F••• I•• L• | Real Estate Fund | $198M | 10 | Mar 29, 2023 |
| E•••• V• C••••• F••••• I• L• | Real Estate Fund | $125M | 81 | Mar 28, 2020 |
| A••• R•••••••• I••••••••• P••••••• ••••••••• L•• | Real Estate Fund | $121M | 23 | Mar 31, 2017 |
| A••• D••••••••• P•••••••• L• | Real Estate Fund | $102M | 39 | Mar 29, 2023 |
| A••• S•••••••• L•• | Real Estate Fund | $90.8M | 24 | Mar 31, 2021 |
| A••• R•••••••• I••••••••• P••••••• G• C••••••••• L•• | Real Estate Fund | $76.1M | 6 | Mar 31, 2017 |
| E•••• I••••••••• F••• I• ••••••••• L• | Real Estate Fund | $48.5M | 1 | Mar 29, 2023 |
| A••• R•••••••• I••••••••• P••••••• ••••••••• L• | Real Estate Fund | $36.5M | 5 | Mar 31, 2017 |
| A••• G••••••• I••••••••• L•• | Real Estate Fund | $36.0M | 11 | Mar 29, 2019 |
| E•••• D••••••••• F••• I• L• | Real Estate Fund | $35.0M | 7 | Mar 29, 2019 |
| A••• R•••••••• I••••••••• P••••••• ••••••••• L• | Real Estate Fund | $34.2M | 7 | Mar 31, 2017 |
| A••• R•••••••• I• ••••••••• L• | Real Estate Fund | $28.4M | 20 | Mar 29, 2016 |
| A••• J••••••• L••no longer reported | Real Estate Fund | $25.5M | 24 | Jun 27, 2014 |
| E•••• I••••••••• F••• I• ••••••• C•••••••• L• | Real Estate Fund | $16.9M | 23 | Mar 29, 2023 |
| S••••••• D•• L•• | Real Estate Fund | $15.0M | 0 | Mar 31, 2021 |
| E•••• I••••••••• F••• I• F•••••• L• | Real Estate Fund | $11.9M | 8 | Mar 29, 2023 |
| E•••• I• Q• F•••• L• | Real Estate Fund | $11.1M | 53 | Mar 29, 2019 |
| E•••• D• C••••••••• L•• | Real Estate Fund | $10.7M | 13 | Mar 29, 2019 |
| A••• R•••••••• I••••••••• P••••••• ••••••••• L• | Real Estate Fund | $10.4M | 9 | Mar 31, 2017 |
| E•••• I• C••••• F••••• I• L• | Real Estate Fund | $10.4M | 56 | Jun 29, 2017 |
| A••• 1• W•••• L•• | Real Estate Fund | $9.7M | 18 | Mar 29, 2022 |
| A••• R•••••••• I• L•• | Real Estate Fund | $7.3M | 9 | Mar 29, 2016 |
| E•••• R••• E••••• F••• I• ••••••••• L•no longer reported | Real Estate Fund | $5.2M | 28 | Jun 27, 2014 |
| A••• R•••••••• I• G• C••••••••• L•• | Real Estate Fund | $3.9M | 2 | Mar 29, 2016 |
| E•••• I• U• F••••• I• L• | Real Estate Fund | $1.5M | 25 | Jun 29, 2017 |
| E•••• R••• E••••• F••• I•• L•no longer reported | Real Estate Fund | $814,000 | 6 | Jun 27, 2014 |
| E•••• R••• E••••• F••• I•• ••••••••• L• | Real Estate Fund | $349,000 | 64 | Jun 27, 2014 |
| E•••• R••• E••••• F••• I••• L• | Real Estate Fund | $75,000 | 18 | Jun 27, 2014 |
Owners and control persons
Schedule A and B, latest filing
- A•••• S••••••• M•••• · Managercontrolsince 01/2013 · owns 10% to 25%
- A••••• J•••••• N•• · Managercontrolsince 01/2013 · owns 25% to 50%
- D•••••••• J•••• R•••••• · Managercontrolsince 01/2013 · owns less than 5%
- K•••••••• S•••••• N•• · Managercontrolsince 01/2013 · owns 10% to 25%
- P••••••• D••••• M•••••••• · Ccocontrolsince 08/2023 · owns less than 5%
- A•••• S••••••• M•••• · Limited Partnercontrolsince 12/2022 · owns F of E•••• I• L•
- A••••• G•••• · Membercontrolsince 12/2022 · owns F of S••••• E••••• L••
- A••••• J•••••• N•• · Membercontrolsince 11/2011 · owns 25% to 50% of S••••• E••••• L••
- D•••••••• J•••• R•••••• · Limited Partnercontrolsince 12/2022 · owns F of E•••• I• L•
- K•••••••• S•••• A•••• · Membercontrolsince 11/2011 · owns 50% to 75% of R••••• R•••••• L••
- K•••••••• S•••••• N•• · Membercontrolsince 11/2011 · owns 50% to 75% of R••••• R•••••• L••
Entity owners
- E•••• H••••••• I• L• · Memberdirect · owns 75% or more
- E•••• G•• L•• · General Partnerindirect · owns F of E•••• H••••••• I• L•
- E•••• G•• L•• · General Partnerindirect · owns F of E•••• I• L•
- E•••• I• L• · Limited Partnerindirect · owns 75% or more of E•••• H••••••• I• L•
- R••••• R•••••• L•• · Memberindirect · owns 50% to 75% of S••••• E••••• L••
- S••••• E••••• L•• · General Partnerindirect · owns F of E•••• G•• L••
- S••••• E••••• L•• · Limited Partnerindirect · owns 50% to 75% of E•••• I• L•
- E• R•• H•••••••• L•• · Memberdirect · owns less than 5%
Related persons
Schedule D 7.A
- A••• 1• W••• G•• L••pooled vehicle sponsorn
- A••• D••••••••• P••••••• G•• L••pooled vehicle sponsorn
- A••• G••••••• G•• L••pooled vehicle sponsorn
- A••• R•••••••• I••••••••• P••••••• G•• L••pooled vehicle sponsorn
- A••• S••••••• G•• L••pooled vehicle sponsorn
- E•••• D••••••••• F••• I• G•• L••pooled vehicle sponsorn
- E•••• I••••••••• F••• I• G•• L••pooled vehicle sponsorn
- E•••• I• F••••• G•• L••pooled vehicle sponsorn
- E•••• I• G•• L••pooled vehicle sponsorn
- E•••• V• F••••• G•• L••pooled vehicle sponsorn
- E•••• V• G•• L••pooled vehicle sponsorn
- E•• D• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 17 to 16Dec 19, 2025 to Mar 31, 2026
- Employees · 33 to 27Dec 19, 2025 to Mar 31, 2026
- Other offices · 2 to 1Dec 19, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.4B to $1.4BDec 19, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.4B to $1.4BDec 19, 2025 to Mar 31, 2026
- RAUM · $1.4B to $1.4BDec 19, 2025 to Mar 31, 2026
- Advisory employees · 20 to 17Mar 29, 2024 to Mar 31, 2025
- Employees · 46 to 33Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Other offices · 0 to 2Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.3B to $1.4BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.3B to $1.4BMar 29, 2024 to Mar 31, 2025
- RAUM · $1.3B to $1.4BMar 29, 2024 to Mar 31, 2025
- Accounts · 31 to 28May 8, 2023 to Mar 29, 2024
- Pooled vehicle clients · 31 to 28May 8, 2023 to Mar 29, 2024
- Employees · 42 to 46May 8, 2023 to Mar 29, 2024
- Private funds · 26 to 21May 8, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.4B to $1.3BMay 8, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.4B to $1.3BMay 8, 2023 to Mar 29, 2024
- RAUM · $1.4B to $1.3BMay 8, 2023 to Mar 29, 2024
- Accounts · 23 to 31Mar 29, 2022 to Mar 29, 2023
- Advisory employees · 27 to 20Mar 29, 2022 to Mar 29, 2023
- Pooled vehicle clients · 23 to 31Mar 29, 2022 to Mar 29, 2023
- Employees · 31 to 42Mar 29, 2022 to Mar 29, 2023
- Private funds · 21 to 26Mar 29, 2022 to Mar 29, 2023
- Discretionary RAUM · $1.1B to $1.4BMar 29, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.1B to $1.4BMar 29, 2022 to Mar 29, 2023
- RAUM · $1.1B to $1.4BMar 29, 2022 to Mar 29, 2023
- Accounts · 22 to 23May 3, 2021 to Mar 29, 2022
- Advisory employees · 15 to 27May 3, 2021 to Mar 29, 2022
- Pooled vehicle clients · 22 to 23May 3, 2021 to Mar 29, 2022
- Employees · 20 to 31May 3, 2021 to Mar 29, 2022
- Private funds · 20 to 21May 3, 2021 to Mar 29, 2022
- Discretionary RAUM · $655M to $1.1BMay 3, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $655M to $1.1BMay 3, 2021 to Mar 29, 2022
- RAUM · $655M to $1.1BMay 3, 2021 to Mar 29, 2022
- Accounts · 18 to 22Apr 30, 2020 to Mar 31, 2021
- Advisory employees · 11 to 15Apr 30, 2020 to Mar 31, 2021
- Pooled vehicle clients · 18 to 22Apr 30, 2020 to Mar 31, 2021
- Employees · 17 to 20Apr 30, 2020 to Mar 31, 2021
Signals
4 dated events
- E•••• P•••••••• L•• reported RAUM $1.4B, up 26% from $1.1B (2022-03-29 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- E•••• P•••••••• L•• reported RAUM $1.1B, up 64% from $655.3M (2021-05-03 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Gilda Azout (Member) appeared on Schedule A of E•••• P•••••••• L••Mar 29, 2022 · Control person joined · fact
- E•••• P•••••••• L•• filed its initial SEC registration (Form ADV)Jun 29, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E•••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/elion-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-933-3538reportedpublic record, Form ADV, Mar 31, 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•••• P•••••••• L•• 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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