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•• R••••••• L•
Latest filing May 26, 2026
First filing on the tape Jun 25, 2021 · 9 filings
SEC status approved since Jul 26, 2021
RAUM
$365M
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
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$365M as of May 26, 2026
Mar 22, 2022$360M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 26, 2026
Mar 22, 20220 then
Employees (5.A)6 as of May 26, 2026
Mar 22, 20225 then
Private funds1 as of May 26, 2026
Mar 22, 20221 then
RAUM -30% over the last fiscal year-19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 26, 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
- $122MderivedRAUM 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
- -30%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
- $365M, 3 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$365M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $365M for 3 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E•• M••••• F•••• L• | Hedge Fund | $733M | 129 | Jan 29, 2019 |
| E•• O••••••••• F•••• L•no longer reported | Hedge Fund | $292,365 | 32 | Jan 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- J••••• B•••••••• W••• · President, Chief Investment Officer, Limited Partnercontrolsince 02/2016 · owns 75% or more
- W•••• D••••• J••• · Cco/Cfo/Coocontrolsince 12/2024 · owns less than 5%
- J••••• B•••••••• W••• · Managing Membercontrolsince 06/2015 · owns 75% or more of E•• R••••••• G•• L••
Entity owners
- E•• R••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- E•• O••••••••• ••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 27, 2026RAUM (Item 5.F) moved from $517,942,276 to $365,015,905 (-30.0%) between the annual amendments of 2025-03-24 and 2026-03-27; the peer median change was +4.0% (1147 comparable advisers, 8.0th percentile of changes)peers: asset managers, $100M to $500M (1,147) · 8.4% percentile
What changed
consecutive filings, newest first
- Assets in custody · $518M to $365MMar 24, 2025 to Mar 27, 2026
- Discretionary RAUM · $518M to $365MMar 24, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $518M to $365MMar 24, 2025 to Mar 27, 2026
- RAUM · $518M to $365MMar 24, 2025 to Mar 27, 2026
- Assets in custody · $733M to $518MDec 24, 2024 to Mar 24, 2025
- Financial planning clients · unset to Dec 24, 2024 to Mar 24, 2025
- Discretionary RAUM · $733M to $518MDec 24, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $733M to $518MDec 24, 2024 to Mar 24, 2025
- RAUM · $733M to $518MDec 24, 2024 to Mar 24, 2025
- Assets in custody · $695M to $733MMar 22, 2023 to Mar 26, 2024
- Employees · 5 to 6Mar 22, 2023 to Mar 26, 2024
- Discretionary RAUM · $695M to $733MMar 22, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $695M to $733MMar 22, 2023 to Mar 26, 2024
- RAUM · $695M to $733MMar 22, 2023 to Mar 26, 2024
- Advisory employees · 5 to 4Mar 22, 2022 to Mar 22, 2023
- Assets in custody · $360M to $695MMar 22, 2022 to Mar 22, 2023
- Discretionary RAUM · $360M to $695MMar 22, 2022 to Mar 22, 2023
- Pooled vehicle RAUM · $360M to $695MMar 22, 2022 to Mar 22, 2023
- RAUM · $360M to $695MMar 22, 2022 to Mar 22, 2023
- Assets in custody · $274M to $360MJun 25, 2021 to Mar 22, 2022
- Private funds · 2 to 1Jun 25, 2021 to Mar 22, 2022
- Discretionary RAUM · $274M to $360MJun 25, 2021 to Mar 22, 2022
- Pooled vehicle RAUM · $274M to $360MJun 25, 2021 to Mar 22, 2022
- RAUM · $274M to $360MJun 25, 2021 to Mar 22, 2022
Signals
8 dated events
- E•• R••••••• L• reported RAUM $365.0M, down 30% from $517.9M (2025-03-24 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- E•• R••••••• L• reported RAUM $517.9M, down 29% from $732.8M (2024-12-24 to 2025-03-24)Mar 24, 2025 · RAUM change · derived
- John Derek Webb (Cco/Cfo/Coo) appeared on Schedule A of E•• R••••••• L•Dec 24, 2024 · Control person joined · fact
- Cabell Karoline Thurman (Chief Compliance Officer) no longer on Schedule A of E•• R••••••• L• (listed 2024-07-03, absent 2024-12-24)Dec 24, 2024 · Control person left · inference
- Cabell Karoline Thurman (Chief Compliance Officer) appeared on Schedule A of E•• R••••••• L•Jul 3, 2024 · Control person joined · fact
- H••••• C•••••• P•••• (Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer) no longer on Schedule A of E•• R••••••• L• (listed 2024-03-26, absent 2024-07-03)Jul 3, 2024 · Control person left · inference
- E•• R••••••• L• reported RAUM $694.7M, up 93% from $359.5M (2022-03-22 to 2023-03-22)Mar 22, 2023 · RAUM change · derived
- E•• R••••••• L• filed its initial SEC registration (Form ADV)Jun 25, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E•• R••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/EVR-R•••••••reportedpublic record, Form ADV, Sep 19, 2026
- Website
- e•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 804.451.6810reportedpublic record, Form ADV, May 26, 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