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••• N•••••• R•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape May 21, 2015 · 17 filings
SEC status approved since Jun 2, 2015
RAUM
$1.0B
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
14
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$1.0B as of Mar 30, 2026
Mar 29, 2016$439M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 29, 20160 then
Employees (5.A)14 as of Mar 30, 2026
Mar 29, 20169 then
Private funds4 as of Mar 30, 2026
Mar 29, 20161 then
RAUM -13% over the last fiscal year-13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $145MderivedRAUM 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
- -13%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
- yesreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E•• P••••••• L• | Private Equity Fund | $533M | 76 | Sep 28, 2015 |
| E•• P••••••• I• L• | Private Equity Fund | $489M | 85 | Mar 28, 2018 |
| E•• P••••••• F••• C•••••• C•••••••• L• | Private Equity Fund | $21.2M | 7 | Mar 21, 2017 |
Owners and control persons
Schedule A and B, latest filing
- A••••• R••• A•••••• · Co-Founder And Chief Executive Officercontrolsince 05/2015 · owns less than 5%
- B••••• J••••• N••• · Co-Founder, General Counsel And Chief Compliance Officercontrolsince 05/2015 · owns less than 5%
- M••••• S•••••• R•••• · Co-Founder And Chief Financial Officercontrolsince 05/2015 · owns less than 5%
- P•••• O••••• B•••••• · Co-Founder And Chief Investment Officercontrolsince 05/2015 · owns less than 5%
- A••••• R••• A•••••• · Membercontrolsince 05/2015 · owns 25% to 50% of E•• G• L••
- A••••• R••• A•••••• · Limited Partnercontrolsince 05/2015 · owns 25% to 50% of E•• H••••••• L•
- A••••• R••• A•••••• · Membercontrolsince 12/2016 · owns 25% to 50% of E•• I••••••••• L••
- B••••• J••••• N••• · Membercontrolsince 05/2015 · owns 25% to 50% of E•• G• L••
- B••••• J••••• N••• · Limited Partnercontrolsince 05/2015 · owns 25% to 50% of E•• H••••••• L•
- B••••• J••••• N••• · Membercontrolsince 12/2016 · owns 25% to 50% of E•• I••••••••• L••
- P•••• O••••• B•••••• · Membercontrolsince 05/2015 · owns 25% to 50% of E•• G• L••
- P•••• O••••• B•••••• · Limited Partnercontrolsince 05/2015 · owns 25% to 50% of E•• H••••••• L•
- P•••• O••••• B•••••• · Membercontrolsince 12/2016 · owns 25% to 50% of E•• I••••••••• L••
Entity owners
- E•• H••••••• L• · Memberdirect · owns 75% or more
- E•• G• L•• · General Partnerindirect · owns F of E•• H••••••• L•
- E•• I••••••••• L•• · Memberdirect · owns less than 5%
Related persons
Schedule D 7.A
- E•• G• L••pooled vehicle sponsorn
- E•• I• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 5 to 7Mar 26, 2025 to Mar 30, 2026
- Advisory employees · 8 to 7Mar 26, 2025 to Mar 30, 2026
- Pooled vehicle clients · 5 to 7Mar 26, 2025 to Mar 30, 2026
- Employees · 15 to 14Mar 26, 2025 to Mar 30, 2026
- Private funds · 3 to 4Mar 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.2B to $1.0BMar 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.2B to $1.0BMar 26, 2025 to Mar 30, 2026
- RAUM · $1.2B to $1.0BMar 26, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $1.2B to $1.2BMar 27, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $1.2B to $1.2BMar 27, 2024 to Mar 26, 2025
- RAUM · $1.2B to $1.2BMar 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $1.5B to $1.2BMar 29, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.5B to $1.2BMar 29, 2023 to Mar 27, 2024
- RAUM · $1.5B to $1.2BMar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.3B to $1.5BMar 24, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.3B to $1.5BMar 24, 2022 to Mar 29, 2023
- RAUM · $1.3B to $1.5BMar 24, 2022 to Mar 29, 2023
- Advisory employees · 10 to 8Mar 16, 2021 to Mar 24, 2022
- Discretionary RAUM · $998M to $1.3BMar 16, 2021 to Mar 24, 2022
- Pooled vehicle RAUM · $998M to $1.3BMar 16, 2021 to Mar 24, 2022
- RAUM · $998M to $1.3BMar 16, 2021 to Mar 24, 2022
- Custody of client assets · false to trueMar 26, 2020 to Mar 16, 2021
- Employees · 16 to 15Mar 26, 2020 to Mar 16, 2021
- Discretionary RAUM · $1.1B to $998MMar 26, 2020 to Mar 16, 2021
- Pooled vehicle RAUM · $1.1B to $998MMar 26, 2020 to Mar 16, 2021
- RAUM · $1.1B to $998MMar 26, 2020 to Mar 16, 2021
- Advisory employees · 9 to 10Mar 13, 2019 to Mar 26, 2020
- Assets in custody · $770M to $0Mar 13, 2019 to Mar 26, 2020
- Custody of client assets · true to falseMar 13, 2019 to Mar 26, 2020
- Employees · 15 to 16Mar 13, 2019 to Mar 26, 2020
- Discretionary RAUM · $1.3B to $1.1BMar 13, 2019 to Mar 26, 2020
- Pooled vehicle RAUM · $1.3B to $1.1BMar 13, 2019 to Mar 26, 2020
- RAUM · $1.3B to $1.1BMar 13, 2019 to Mar 26, 2020
- Assets in custody · $582M to $770MMar 28, 2018 to Mar 13, 2019
- Discretionary RAUM · $1.3B to $1.3BMar 28, 2018 to Mar 13, 2019
- Pooled vehicle RAUM · $1.3B to $1.3BMar 28, 2018 to Mar 13, 2019
- RAUM · $1.3B to $1.3BMar 28, 2018 to Mar 13, 2019
- Accounts · 3 to 5Mar 21, 2017 to Mar 28, 2018
- Advisory employees · 7 to 9Mar 21, 2017 to Mar 28, 2018
Signals
3 dated events
- E••• N•••••• R•••••••• L•• reported RAUM $1.3B, up 34% from $998.5M (2021-03-16 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- E••• N•••••• R•••••••• L•• reported RAUM $1.3B, up 107% from $608.3M (2017-03-21 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- E••• N•••••• R•••••••• L•• filed its initial SEC registration (Form ADV)May 21, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E••• N•••••• R•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- E••• N•••••• R•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/edge-natural-resourcesreportedpublic record, Form ADV, Sep 19, 2026
- Website
- E•••NR.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 469-331-0123reportedpublic record, Form ADV, Mar 30, 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