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•••• V•••• A••••••• I••••••••• L•••
Latest filing Jun 11, 2026
First filing on the tape Aug 30, 2017 · 26 filings
SEC status approved since Sep 28, 2017
RAUM
$36B
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
68
60 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$36B as of Jun 11, 2026
Jan 31, 2018$7.6B then
HNW client RAUM$0 as of Mar 27, 2024
Mar 31, 2023$0 then
State-registered IARs (5.B.3)0 as of Jun 11, 2026
Jan 31, 20180 then
Employees (5.A)68 as of Jun 11, 2026
Jan 31, 201821 then
Private funds: no history
RAUM -1.2% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 11, 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
- $846MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 28%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -1.2%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$24B67%
- Sovereign wealth funds$6.4B18%
- Pension and profit-sharing plans$1.6B4.7%
- Pooled investment vehicles$1.5B4.2%
- Charitable organizations$1.0B2.9%
- Insurance companies$915M2.6%
- State and municipal entities$86.6M0.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 7reported
- Charitable clients
- 1reported
- Accounts
- 42reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.71 institutional_share=0.28 related_bd=true related_bank=true bd_reps=1.0derived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D•••••• P•••• J•••• · Directorcontrolsince 04/2023 · owns less than 5%
- O•••••••• R••••• · Directorcontrolsince 05/2022 · owns less than 5%
- P•••••• Z••• V••••••• W••••••• · Directorcontrolsince 04/2022 · owns less than 5%
- B••••••••• M••••• · Chief Compliance Officersince 03/2022 · owns less than 5%
Entity owners
- M••••• S•••••• · Beneficial Ownerdirect · owns 75% or more · public reporting company
- M••••• S•••••• I••••••••• H••••••• I••• · Direct Owner Of E•••• V•••• International Ltddirect · owns 75% or more
- M••••• S•••••• · Holds 100% Of M••••• S•••••• I••••••••• H••••••• I•••indirect · owns 75% or more of M••••• S•••••• I••••••••• H••••••• I••• · public reporting company
Related persons
Schedule D 7.A
- A•••••• C••••••investment advisernRAUM $29B
- B••••• M••••••••• A•• R•••••••investment adviserbankpooled vehicle sponsornRAUM $155B
- C•••••• R••••••• A•• M•••••••••investment adviserbankpooled vehicle sponsornRAUM $40B
- E•••• V•••• M•••••••••investment adviserbankpooled vehicle sponsornRAUM $97B
- E•••• V•••• M••••••••• ••••••••• L••••••broker-dealerinvestment advisernRAUM $1.5B
- E•••• V•••• T•••• C••••••n
- M••••• S•••••• I••••••••• M••••••••• •••••• C••• L•••investment advisernRAUM $3.5B
- M••••• S•••••• I••••••••• M••••••••• C••••••investment advisernRAUM $11B
- M••••• S•••••• I••••••••• M••••••••• I•••investment adviserbankpooled vehicle sponsornRAUM $702B
- M••••• S•••••• I••••••••• M••••••••• L••••••investment adviserpooled vehicle sponsornRAUM $175B
- M••• F••• M••••••••• •••••••• L••••••investment adviserpooled vehicle sponsorn
- P••••••••• P•••••••• A•••••••••investment adviserbankpooled vehicle sponsornRAUM $685B
Advisers that list E•••• V•••• A••••••• I••••••••• L••• as a related person
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom25 employees
- B•••••, MA3 employees
- Dublin, Ireland1 employees
What changed
consecutive filings, newest first
- Accounts · 50 to 42Jun 18, 2025 to Mar 31, 2026
- Advisory employees · 62 to 60Jun 18, 2025 to Mar 31, 2026
- BD registered reps · 2 to 1Jun 18, 2025 to Mar 31, 2026
- Charity clients · 2 to 1Jun 18, 2025 to Mar 31, 2026
- Pooled vehicle clients · 8 to 7Jun 18, 2025 to Mar 31, 2026
- Employees · 69 to 68Jun 18, 2025 to Mar 31, 2026
- Discretionary RAUM · $36B to $36BJun 18, 2025 to Mar 31, 2026
- Pension RAUM · $1.5B to $1.6BJun 18, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $1.5BJun 18, 2025 to Mar 31, 2026
- RAUM · $36B to $36BJun 18, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 18, 2025
- Accounts · 44 to 50Mar 27, 2024 to Mar 28, 2025
- Advisory employees · 63 to 62Mar 27, 2024 to Mar 28, 2025
- Charity clients · 0 to 2Mar 27, 2024 to Mar 28, 2025
- Corporate clients · 0.0 to unsetMar 27, 2024 to Mar 28, 2025
- HNW clients · 0.0 to unsetMar 27, 2024 to Mar 28, 2025
- Individual clients · 0.0 to unsetMar 27, 2024 to Mar 28, 2025
- Pension plan clients · 10 to 7Mar 27, 2024 to Mar 28, 2025
- Pooled vehicle clients · 10 to 8Mar 27, 2024 to Mar 28, 2025
- Employees · 68 to 69Mar 27, 2024 to Mar 28, 2025
- HQ state · unset to Mar 27, 2024 to Mar 28, 2025
- State-registered IARs · 2 to 0Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $26B to $36BMar 27, 2024 to Mar 28, 2025
- HNW RAUM · 0.0 to unsetMar 27, 2024 to Mar 28, 2025
- Individual RAUM · 0.0 to unsetMar 27, 2024 to Mar 28, 2025
- Pension RAUM · $1.7B to $1.5BMar 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.5B to $1.2BMar 27, 2024 to Mar 28, 2025
- RAUM · $26B to $36BMar 27, 2024 to Mar 28, 2025
- Accounts · 50 to 44Apr 28, 2023 to Mar 27, 2024
- Advisory employees · 31 to 63Apr 28, 2023 to Mar 27, 2024
- BD registered reps · 1 to 2Apr 28, 2023 to Mar 27, 2024
- Charity clients · 1 to 0Apr 28, 2023 to Mar 27, 2024
- Corporate clients · 7 to 0Apr 28, 2023 to Mar 27, 2024
- Pension plan clients · 11 to 10Apr 28, 2023 to Mar 27, 2024
- Pooled vehicle clients · 9 to 10Apr 28, 2023 to Mar 27, 2024
- Assets in custody · unset to 0.0Apr 28, 2023 to Mar 27, 2024
- Employees · 67 to 68Apr 28, 2023 to Mar 27, 2024
- State-registered IARs · 0 to 2Apr 28, 2023 to Mar 27, 2024
- Other offices · 2 to 3Apr 28, 2023 to Mar 27, 2024
- Discretionary RAUM · $24B to $26BApr 28, 2023 to Mar 27, 2024
Signals
47 dated events
- E•••• V•••• A••••••• I••••••••• L••• reported RAUM $35.9B, up 39% from $25.8B (2024-03-27 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- J•••• P••• D'Arcy (Director) appeared on Schedule A of E•••• V•••• A••••••• I••••••••• L•••Mar 27, 2024 · Control person joined · fact
- D. J•••••• M•••••• (Director) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2022-10-13, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- A J••••••• K••••• (Director) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2022-10-13, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Ruairi O'Healai (Director) appeared on Schedule A of E•••• V•••• A••••••• I••••••••• L•••Mar 31, 2023 · Control person joined · fact
- V••••••• W••••••• Zoe P••••• (Director) appeared on Schedule A of E•••• V•••• A••••••• I••••••••• L•••Mar 31, 2023 · Control person joined · fact
- E•••• V•••• A••••••• I••••••••• L••• reported RAUM $27.0B, up 31% from $20.6B (2021-05-17 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- A J••••••• K••••• (Director) appeared on Schedule A of E•••• V•••• A••••••• I••••••••• L•••Mar 31, 2022 · Control person joined · fact
- L••••• N••••• M••••• Brighouse-Thorpe (Chief Compliance Officer) appeared on Schedule A of E•••• V•••• A••••••• I••••••••• L•••Mar 31, 2022 · Control person joined · fact
- Ann Maureen Gemma (Head Of Eaton Vance Legal) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-05-17, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Ann Maureen Gemma (Head Of Eaton Vance Legal) appeared on Schedule A of E•••• V•••• A••••••• I••••••••• L•••May 17, 2021 · Control person joined · fact
- Stewart Frederick Marius (Head Of Eaton Vance Legal) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-03-31, absent 2021-05-17)May 17, 2021 · Control person left · inference
- Ewart T••••• Faust (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Jane Cynthia Clemson (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Joseph Matthew Witkos (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Ann Maureen Gemma (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Dean Brian Langstraat (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Connor David Mccabe (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Greenwald Laurie Hylton (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Carl Daniel Cataldo (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Hamilton J•••• Evans (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Bass Charles Reed (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Kelly Ray Williams (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Philip C•••• Russ (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- J•••• Edward Perkin (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- R••••• C•••• B•••••• (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Lawrence John Shea (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- R•••••• L•••• P••••••••• (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- A••••• M•••••• C••••• (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- A••••• Eric Stein (Trustee) no longer on Schedule A of E•••• V•••• A••••••• I••••••••• L••• (listed 2021-01-29, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
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
- Principal office phone
- 44 (0) 203 207 1900reportedpublic record, Form ADV, Jun 11, 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