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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Former SEC-registered adviser

E•••• C••••••• L••

Former SEC-registered adviserChicago, IllinoisCRD 174934SEC 801-114288IAPD
Latest filing Oct 20, 2020
First filing on the tape Feb 13, 2015 · 20 filings
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$0 as of Mar 30, 2020
Jan 5, 2016$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 30, 2020
Jan 5, 20161 then
Employees (5.A)1 as of Mar 30, 2020
Jan 5, 20161 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Oct 20, 2020; every figure names its basis
RAUM per advisor
$0derivedRAUM 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, 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
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • K•••••• T•••••• D••••• · Managing Partner, Chief Compliance Officercontrol
    since 07/2018 · owns 75% or more
  • K•••••• T•••••• D••••• · Shareholdercontrol
    since 07/2018 · owns 75% or more of E••••• I•••
Entity owners
  • E••••• I••• · Managing Member
    direct · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Charity clients · unset to 0.0
    Mar 30, 2020 to Oct 20, 2020
  • Corporate clients · unset to 0.0
    Mar 30, 2020 to Oct 20, 2020
  • HNW clients · unset to 0.0
    Mar 30, 2020 to Oct 20, 2020
  • Individual clients · unset to 0.0
    Mar 30, 2020 to Oct 20, 2020
  • Pension plan clients · unset to 0.0
    Mar 30, 2020 to Oct 20, 2020
  • Pooled vehicle clients · unset to 0.0
    Mar 30, 2020 to Oct 20, 2020
  • HNW RAUM · unset to 0.0
    Mar 30, 2020 to Oct 20, 2020
  • Individual RAUM · unset to 0.0
    Mar 30, 2020 to Oct 20, 2020
  • Pension RAUM · unset to 0.0
    Mar 30, 2020 to Oct 20, 2020
  • Pooled vehicle RAUM · unset to 0.0
    Mar 30, 2020 to Oct 20, 2020
  • HQ city · unset to CHICAGO
    Feb 6, 2019 to May 6, 2019
  • HQ state · unset to IL
    Feb 6, 2019 to May 6, 2019
  • Legal name · E•••• C••••••• L•• to ENTREPRENEURIAL CAPITAL MANAGEMENT, LLC
    Oct 15, 2018 to Feb 5, 2019
  • Business name · E•••• to E•••• C••••••• L••
    Feb 5, 2019 to Feb 5, 2019
  • Legal name · ENTREPRENEURIAL CAPITAL MANAGEMENT, LLC to E•••• C••••••• L••
    Feb 5, 2019 to Feb 5, 2019
  • Accounts · unset to 0.0
    Jan 31, 2018 to Oct 15, 2018
  • Discretionary RAUM · unset to 0.0
    Jan 31, 2018 to Oct 15, 2018
  • Non-discretionary RAUM · unset to 0.0
    Jan 31, 2018 to Oct 15, 2018
  • RAUM · unset to 0.0
    Jan 31, 2018 to Oct 15, 2018
  • Related broker-dealer · true to false
    Jan 31, 2018 to Oct 15, 2018
  • Other offices · unset to 0.0
    Mar 31, 2017 to Dec 1, 2017
  • Accounts · 0.0 to unset
    Jan 18, 2016 to Mar 31, 2017
  • Discretionary RAUM · 0.0 to unset
    Jan 18, 2016 to Mar 31, 2017
  • Non-discretionary RAUM · 0.0 to unset
    Jan 18, 2016 to Mar 31, 2017
  • RAUM · 0.0 to unset
    Jan 18, 2016 to Mar 31, 2017
  • Advisory activities · 4 to 3
    Jan 8, 2016 to Jan 18, 2016
  • HQ city · CHICAGO to unset
    Jan 8, 2016 to Jan 18, 2016
  • HQ state · IL to unset
    Jan 8, 2016 to Jan 18, 2016
  • Related broker-dealer · false to true
    Jan 8, 2016 to Jan 18, 2016
  • HQ city · unset to CHICAGO
    Jan 5, 2016 to Jan 6, 2016
  • HQ state · unset to IL
    Jan 5, 2016 to Jan 6, 2016
Signals
1 dated events
  • Early filed its initial SEC registration (Form ADV)
    Feb 13, 2015 · 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.
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