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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
E•••••••• G••• M•••••• L•
Latest filing Mar 31, 2026
First filing on the tape Aug 19, 2014 · 47 filings
SEC status approved since Sep 19, 2014
RAUM
$23B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$23B
derived; firm RAUM over IAPD count
Employees
296
168 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
1
reported on Schedule D
History
47 filings and snapshots on the tape
RAUM$23B as of Mar 31, 2026
Jan 15, 2015$646M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 31, 2026
Jan 15, 20150 then
Employees (5.A)296 as of Mar 31, 2026
Jan 15, 201538 then
Private funds1 as of Mar 31, 2026
Jan 15, 20152 then
RAUM +71% over the last fiscal year+75% a year over threeIARs 1 to 1offices 6 to 7
Practice profile
derived from the filing of Mar 31, 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
- $23BderivedRAUM 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
- $4.6BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 296.0derivedItem 5.A over advisors
- Advisors per office
- 0.1derived8 offices incl. principal (1.F.5)
- RAUM growth, one year
- +71%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $18B, 4 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
- 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)
- 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$23B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $18B for 4 clientsreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Y•••••• X•• | Albuquerque, Nm | Dec 17, 2019 | 22 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
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••• M••••• L• | Hedge Fund | $7.9B | 68 | Aug 19, 2014 |
| E•• M••••• L•no longer reported | Hedge Fund | $559M | 21 | Aug 19, 2014 |
Owners and control persons
Schedule A and B, latest filing
- D••••• N•••• · Chief Financial Officercontrolsince 02/2020 · owns less than 5%
- E•••••• R•••••• G•••••• · Chief Executive Officercontrolsince 02/2020 · owns less than 5%
- E••••• M••••••• · General Counselcontrolsince 02/2020 · owns less than 5%
- K•••••••• B••••• J•••• · Chief Compliance Officercontrolsince 08/2014 · owns less than 5%
- P•• J•••••• · Chief Operations Officercontrolsince 12/2020 · owns less than 5%
- S••••••••• B••••••••• · President / Chief Risk Officercontrolsince 12/2020 · owns less than 5%
- E•••••• R•••••• G•••••• · Sole Membercontrolsince 02/2020 · owns 75% or more of G• E• H••••••• L••
- O•••• S•••••• · Sole Membercontrolsince 02/2020 · owns 75% or more of S• E• H••••••• L••
Entity owners
- E•••••••• G••• G• L•• · General Partner, E•••••••• G••• M•••••• L•direct · owns less than 5%
- E•••••••• G••• G• L•• · General Partnerindirect · owns F of E•••••••• G••• L•
- E•••••••• G••• L• · Limited Partner, E•••••••• G••• M•••••• L•indirect · owns 75% or more of E•••••••• G••• M•••••• L•
- G• E• H••••••• L•• · Managing Memberindirect · owns F of E•••••••• G••• G• L••
- G• E• H••••••• L•• · Limited Partnerindirect · owns 25% to 50% of E•••••••• G••• L•
- S• E• H••••••• L•• · Limited Partnerindirect · owns 25% to 50% of E•••••••• G••• L•
- S• E• H••••••• L•• · Memberindirect · owns 50% to 75% of E•••••••• G••• G• L••
- E•••••••• G••• L• · Limited Partner, E•••••••• G••• M•••••• L•direct · owns 75% or more
Related persons
Schedule D 7.A
- E••• G• L•investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Delray Beach, FL2 employees
- Santa Monica, CA2 employees
- Albuquerque, NM1 employees
- Lexington, MA1 employees
- Westport, CT1 employees
- Brentwood, TN
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- employee count surgeChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 179.0 to 296.0 (+65.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +3.0% (461 comparable advisers, 98.0th percentile of changes)peers: ASSET_M••••••, $20B and over (461) · 98% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $13,570,876,768 to $23,165,267,881 (+71.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 94.0th percentile of changes)peers: ASSET_M••••••, $20B and over (470) · 94% percentile
What changed
consecutive filings, newest first
- Advisory employees · 105 to 168Sep 5, 2025 to Mar 31, 2026
- Assets in custody · $11B to $18BSep 5, 2025 to Mar 31, 2026
- Employees · 179 to 296Sep 5, 2025 to Mar 31, 2026
- Other offices · 6 to 7Sep 5, 2025 to Mar 31, 2026
- Discretionary RAUM · $14B to $23BSep 5, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $14B to $23BSep 5, 2025 to Mar 31, 2026
- RAUM · $14B to $23BSep 5, 2025 to Mar 31, 2026
- Accounts · 4 to 5Jun 12, 2024 to Mar 28, 2025
- Advisory employees · 65 to 105Jun 12, 2024 to Mar 28, 2025
- Pooled vehicle clients · 4 to 5Jun 12, 2024 to Mar 28, 2025
- Assets in custody · $7.9B to $11BJun 12, 2024 to Mar 28, 2025
- Employees · 117 to 179Jun 12, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jun 12, 2024 to Mar 28, 2025
- Discretionary RAUM · $10B to $14BJun 12, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $10B to $14BJun 12, 2024 to Mar 28, 2025
- RAUM · $10B to $14BJun 12, 2024 to Mar 28, 2025
- Advisory employees · 60 to 65Mar 29, 2024 to May 15, 2024
- Assets in custody · $6.5B to $7.9BMar 29, 2024 to May 15, 2024
- Employees · 102 to 117Mar 29, 2024 to May 15, 2024
- Other offices · 5 to 6Mar 29, 2024 to May 15, 2024
- Discretionary RAUM · $6.5B to $10BMar 29, 2024 to May 15, 2024
- Pooled vehicle RAUM · $6.5B to $10BMar 29, 2024 to May 15, 2024
- RAUM · $6.5B to $10BMar 29, 2024 to May 15, 2024
- Advisory employees · 46 to 60Aug 14, 2023 to Mar 28, 2024
- Assets in custody · $3.1B to $6.5BAug 14, 2023 to Mar 28, 2024
- Employees · 72 to 102Aug 14, 2023 to Mar 28, 2024
- Other offices · 3 to 5Aug 14, 2023 to Mar 28, 2024
- Discretionary RAUM · $4.3B to $6.5BAug 14, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $4.3B to $6.5BAug 14, 2023 to Mar 28, 2024
- RAUM · $4.3B to $6.5BAug 14, 2023 to Mar 28, 2024
- Other offices · 2 to 3May 18, 2023 to Jul 17, 2023
- Accounts · 3 to 4Sep 8, 2022 to Mar 30, 2023
- Advisory employees · 38 to 46Sep 8, 2022 to Mar 30, 2023
- Pooled vehicle clients · 3 to 4Sep 8, 2022 to Mar 30, 2023
- Assets in custody · $4.1B to $3.1BSep 8, 2022 to Mar 30, 2023
- Employees · 62 to 72Sep 8, 2022 to Mar 30, 2023
- Discretionary RAUM · $4.1B to $4.3BSep 8, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $4.1B to $4.3BSep 8, 2022 to Mar 30, 2023
- RAUM · $4.1B to $4.3BSep 8, 2022 to Mar 30, 2023
- Advisory employees · 33 to 38Aug 30, 2021 to Mar 30, 2022
Signals
20 dated events
- E•••••••• G••• M•••••• L• reported RAUM $23.2B, up 71% from $13.6B (2025-09-05 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- E•••••••• G••• M•••••• L• reported RAUM $13.6B, up 35% from $10.0B (2024-06-12 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- E•••••••• G••• M•••••• L• reported RAUM $10.0B, up 55% from $6.5B (2024-03-29 to 2024-05-15)May 15, 2024 · RAUM change · derived
- E•••••••• G••• M•••••• L• reported RAUM $6.5B, up 51% from $4.3B (2023-08-14 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Juliana Pi (Chief Operations Officer) appeared on Schedule A of E•••••••• G••• M•••••• L•Mar 30, 2021 · Control person joined · fact
- Michelle Ender (General Counsel) appeared on Schedule A of E•••••••• G••• M•••••• L•Feb 4, 2020 · Control person joined · fact
- Niket Desai (Chief Financial Officer) appeared on Schedule A of E•••••••• G••• M•••••• L•Feb 4, 2020 · Control person joined · fact
- Stephen Owen (Member) appeared on Schedule A of E•••••••• G••• M•••••• L•Feb 4, 2020 · Control person joined · fact
- Marie Christina Henderson (Manager) no longer on Schedule A of E•••••••• G••• M•••••• L• (listed 2019-11-07, absent 2020-02-04)Feb 4, 2020 · Control person left · inference
- Mikael Karl Andren (Manager) no longer on Schedule A of E•••••••• G••• M•••••• L• (listed 2019-11-07, absent 2020-02-04)Feb 4, 2020 · Control person left · inference
- Linder Joshua Steiner (Manager) no longer on Schedule A of E•••••••• G••• M•••••• L• (listed 2019-11-07, absent 2020-02-04)Feb 4, 2020 · Control person left · inference
- Russell Glenn Dubin (Founder And Chairman) no longer on Schedule A of E•••••••• G••• M•••••• L• (listed 2019-11-07, absent 2020-02-04)Feb 4, 2020 · Control person left · inference
- Robin Roger (General Counsel) no longer on Schedule A of E•••••••• G••• M•••••• L• (listed 2019-11-07, absent 2020-02-04)Feb 4, 2020 · Control person left · inference
- A Robert Glass (Chief Financial Officer) no longer on Schedule A of E•••••••• G••• M•••••• L• (listed 2019-11-07, absent 2020-02-04)Feb 4, 2020 · Control person left · inference
- E•••••••• G••• M•••••• L• reported RAUM $3.2B, up 37% from $2.3B (2019-06-17 to 2019-08-20)Aug 20, 2019 · RAUM change · derived
- Linder Joshua Steiner (Manager) appeared on Schedule A of E•••••••• G••• M•••••• L•Mar 29, 2019 · Control person joined · fact
- Frank Victor Calaba (Manager) no longer on Schedule A of E•••••••• G••• M•••••• L• (listed 2019-01-28, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Foote Mark Dalton (Manager) no longer on Schedule A of E•••••••• G••• M•••••• L• (listed 2019-01-28, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Michael Riccardi (Manager) no longer on Schedule A of E•••••••• G••• M•••••• L• (listed 2019-01-28, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- E•••••••• G••• filed its initial SEC registration (Form ADV)Aug 19, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- EGLP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 646-757-2800reportedpublic 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 M••••••deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $23Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026