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••••• I••••• P••••••• L•
Latest filing Mar 29, 2026
First filing on the tape Mar 15, 2021 · 8 filings
SEC status approved since Apr 14, 2021
RAUM
$4.9B
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
106
57 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
14
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$4.9B as of Mar 29, 2026
Mar 30, 2022$2.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 29, 2026
Mar 30, 20220 then
Employees (5.A)106 as of Mar 29, 2026
Mar 30, 202262 then
Private funds14 as of Mar 29, 2026
Mar 30, 20227 then
RAUM -2.2% over the last fiscal year+10% a year over threeIARs 0 to 0offices 4 to 5
Practice profile
derived from the filing of Mar 29, 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
- $304MderivedRAUM 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
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.2%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
- $4.9B, 16 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
- 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)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.9B for 16 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
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••••• I••••• F••• I• L• | Venture Capital Fund | $1.2B | 109 | Mar 30, 2020 |
| E••••• I••••• F••• L• | Venture Capital Fund | $937M | 38 | Dec 11, 2015 |
| E•• F••••••• F••• I•• L• | Private Equity Fund | $557M | 36 | Mar 29, 2024 |
| E•• D••• D••••••••• F••••••• F••• I• L• | Venture Capital Fund | $535M | 58 | Mar 15, 2021 |
| E••••• I••••• F••• S••• | Venture Capital Fund | $357M | 31 | Mar 15, 2021 |
| E••••• I••••• C••••• F••• I• L• | Other Private Fund | $285M | 20 | Mar 30, 2022 |
| E•• F••••••• F••• I•• •••• S••• | Private Equity Fund | $198M | 10 | Mar 29, 2024 |
| E••••• I••••• C••••• F••• I• L• | Other Private Fund | $180M | 2 | Mar 29, 2019 |
| E•• E•••••• F••••• F••• I• L• | Other Private Fund | $115M | 35 | Mar 15, 2021 |
| E•• F••• I• R•• C••••••••• L• | Private Equity Fund | $108M | 14 | Mar 30, 2023 |
| E•• F••• I• K•••••• L• | Private Equity Fund | $30.5M | 10 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- F••••••• J•••••• J•• · Gc / Cco / Coo / Partnercontrolsince 10/2015 · owns less than 5%
- K•••••• H•••• C•••••••• · Chief Executive Officercontrolsince 10/2015 · owns less than 5%
- W•••• K•••• M•••••• · Chief Financial Officercontrolsince 04/2021 · owns less than 5%
- K•••••• H•••• C•••••••• · Ownercontrolsince 10/2015 · owns 75% or more of T••••• T••••••••• P•••••••• L••
- K•••••• H•••• C•••••••• · Managing Membercontrolsince 10/2015 · owns 75% or more of E••••• I••••• P••••••• G• L••
Entity owners
- E••••• I••••• P••••••• G• L•• · General Partnerdirect · owns less than 5%
- T••••• T••••••••• P•••••••• L•• · Limited Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- E•• D••• D••••••••• F••••••• F••• I• G• L••pooled vehicle sponsorn
- E•• E•••••• F••••• F••• I• G• L••pooled vehicle sponsorn
- E•• F••••••• F••• I•• G• •••• S•••pooled vehicle sponsorn
- E•• F••••••• F••• I•• G• L••pooled vehicle sponsorn
- E•• F••• I• K•••••• G• L••pooled vehicle sponsorn
- E•• F••• I• R•• C••••••••• G• L••pooled vehicle sponsorn
- E••••• I••••• C••••• F••• I• G• L••pooled vehicle sponsorn
- E••••• I••••• C••••• F••• I• G• L••pooled vehicle sponsorn
- E••••• I••••• F••• G• S•••pooled vehicle sponsorn
- E••••• I••••• F••• I• G• L••pooled vehicle sponsorn
- E••••• I••••• P••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Atlanta, GA5 employees
- Palm Beach, FL5 employees
- San Francisco, CA2 employees
- Washington Dc, DC1 employees
What changed
consecutive filings, newest first
- Accounts · 13 to 16Mar 28, 2025 to Mar 29, 2026
- Advisory employees · 62 to 57Mar 28, 2025 to Mar 29, 2026
- Pooled vehicle clients · 13 to 16Mar 28, 2025 to Mar 29, 2026
- Assets in custody · $5.0B to $4.9BMar 28, 2025 to Mar 29, 2026
- Employees · 104 to 106Mar 28, 2025 to Mar 29, 2026
- Other offices · 4 to 5Mar 28, 2025 to Mar 29, 2026
- Private funds · 12 to 14Mar 28, 2025 to Mar 29, 2026
- Discretionary RAUM · $5.0B to $4.9BMar 28, 2025 to Mar 29, 2026
- Pooled vehicle RAUM · $5.0B to $4.9BMar 28, 2025 to Mar 29, 2026
- RAUM · $5.0B to $4.9BMar 28, 2025 to Mar 29, 2026
- Accounts · 12 to 13Mar 29, 2024 to Mar 28, 2025
- Advisory employees · 57 to 62Mar 29, 2024 to Mar 28, 2025
- Pooled vehicle clients · 12 to 13Mar 29, 2024 to Mar 28, 2025
- Assets in custody · $4.5B to $5.0BMar 29, 2024 to Mar 28, 2025
- Employees · 96 to 104Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- Private funds · 11 to 12Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.2B to $5.0BMar 29, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $357M to $0Mar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $4.5B to $5.0BMar 29, 2024 to Mar 28, 2025
- RAUM · $4.5B to $5.0BMar 29, 2024 to Mar 28, 2025
- Accounts · 8 to 12Mar 30, 2023 to Mar 29, 2024
- Advisory employees · 52 to 57Mar 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 8 to 12Mar 30, 2023 to Mar 29, 2024
- Assets in custody · $3.6B to $4.5BMar 30, 2023 to Mar 29, 2024
- Employees · 78 to 96Mar 30, 2023 to Mar 29, 2024
- Other offices · 5 to 4Mar 30, 2023 to Mar 29, 2024
- Private funds · 8 to 11Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $3.3B to $4.2BMar 30, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $309M to $357MMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $3.6B to $4.5BMar 30, 2023 to Mar 29, 2024
- RAUM · $3.6B to $4.5BMar 30, 2023 to Mar 29, 2024
- Accounts · 7 to 8Mar 30, 2022 to Mar 30, 2023
- Advisory employees · 41 to 52Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 7 to 8Mar 30, 2022 to Mar 30, 2023
- Assets in custody · unset to 3635070165.0Mar 30, 2022 to Mar 30, 2023
- Custody of client assets · false to trueMar 30, 2022 to Mar 30, 2023
- Employees · 62 to 78Mar 30, 2022 to Mar 30, 2023
- Other offices · 2 to 5Mar 30, 2022 to Mar 30, 2023
- Private funds · 7 to 8Mar 30, 2022 to Mar 30, 2023
Signals
4 dated events
- E••••• I••••• P••••••• L• reported RAUM $3.6B, up 29% from $2.8B (2022-03-30 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- E••••• I••••• P••••••• L• reported RAUM $2.8B, up 51% from $1.9B (2021-04-28 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- M•••••• K••• W••• (Chief Financial Officer) appeared on Schedule A of E••••• I••••• P••••••• L•Mar 30, 2022 · Control person joined · fact
- E••••• I••••• P••••••• L• filed its initial SEC registration (Form ADV)Mar 15, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E••••• I••••• P••••••• L• · Independent Sponsorsshared crd · capital_provider
- E••••• I••••• P••••••• L• · Private Equityshared crd · organization
- E••••• I••••• P••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/E•••••-I•••••-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- E•••••I•••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-899-9700reportedpublic record, Form ADV, Mar 29, 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