DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

SEC-registered adviser

E•• I••••••••• A••••••• L••

Asset manager (funds and pooled vehicles)Dallas, TexasCRD 284686SEC 801-108280website IAPD

Latest filing Mar 30, 2026

First filing on the tape Aug 11, 2016 · 16 filings

SEC status approved since Aug 16, 2016

RAUM

$168M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

11 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

16 filings and snapshots on the tape

RAUM$168M as of Mar 30, 2026

Mar 9, 2017$97.5M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 30, 2026

Mar 9, 20170 then

Employees (5.A)11 as of Mar 30, 2026

Mar 9, 20174 then

Private funds13 as of Mar 30, 2026

Mar 9, 20171 then

RAUM -8.1% over the last fiscal year-6.1% 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: $12.9MderivedRAUM 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: -8.1%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, fixed fees, performance-basedreportedItem 5.E
Advisory activities: portfolio management for pooled vehiclesreportedItem 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

has discretionary authority over which securities are bought or sold (8.C.1)
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$168M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 13reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, 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

Every departure Every arrival

Private funds

9 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
E•••• I••••••••• P••••••• I•• L•	Real Estate Fund	$50.7M	52	Mar 30, 2023
E••••••••• C••••••••• P••••••• I• L•	Real Estate Fund	$45.2M	52	Nov 22, 2016
E••••••••• C••••••••• P••••••• I• L•	Real Estate Fund	$41.6M	45	Mar 25, 2019
E•• I•• L••••••• C••••••••• L•	Real Estate Fund	$7.6M	28	Mar 30, 2023
E•• I• M••••••••• C••••••••• L•	Real Estate Fund	$7.3M	8	Mar 19, 2020
E•• I• R•••••• C••••••••• L•	Real Estate Fund	$3.5M	21	Mar 30, 2022
E•• I• A•••• R•••• C••••••••• L•	Real Estate Fund	$2.9M	19	Mar 30, 2022
E•• S••••••• S•••••• L•	Real Estate Fund	$1.5M	20	Mar 20, 2018
E•• I• L••••••••• C••••••••• L•	Real Estate Fund	$656,280	11	Mar 30, 2021

Owners and control persons

Schedule A and B, latest filing

S•••••••• F••••• B••••••• · Chief Compliance Officercontrol
since 07/2016 · owns less than 5%
C••••• J••••• A•••••••• · Membercontrol
since 07/2016 · owns 25% to 50% of E••••••••• C•••••• P••••••• G• L••
S•••••••• F••••• B••••••• · Membercontrol
since 07/2016 · owns 25% to 50% of E••••••••• C•••••• P••••••• G• L••
S••••••• E••••• H••• · Trustee
since 08/2022 · owns F of L•••••• T••••
W••••••••• H••••••• H••• · Trustee
since 08/2022 · owns F of H••• T••••

Entity owners

E•• S••••••• L• · Managing Member
direct · owns 75% or more
E••••••••• C•••••• H••••••• L•• · Limited Partner
indirect · owns 75% or more of E•• S••••••• L•
E••••••••• C•••••• P••••••• G• L•• · General Partner
indirect · owns F of E•• S••••••• L•
H••• T•••• · Member
indirect · owns 50% to 75% of E••••••••• C•••••• H••••••• L••
L•••••• T•••• · Member
indirect · owns 50% to 75% of E••••••••• C•••••• H••••••• L••

Related persons

Schedule D 7.A

E•••• F••• I•• G• L•
pooled vehicle sponsorn
E••••••••• F••• I• G• L•
pooled vehicle sponsorn
E••••••••• F••• 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 · 11 to 13
May 20, 2025 to Mar 30, 2026
Pooled vehicle clients · 11 to 13
May 20, 2025 to Mar 30, 2026
Private funds · 11 to 13
May 20, 2025 to Mar 30, 2026
Discretionary RAUM · $182M to $168M
May 20, 2025 to Mar 30, 2026
Pooled vehicle RAUM · $182M to $168M
May 20, 2025 to Mar 30, 2026
RAUM · $182M to $168M
May 20, 2025 to Mar 30, 2026
Financial planning clients · unset to
Mar 31, 2025 to May 20, 2025
Accounts · 9 to 11
Mar 28, 2024 to Mar 31, 2025
Advisory employees · 8 to 11
Mar 28, 2024 to Mar 31, 2025
Pooled vehicle clients · 9 to 11
Mar 28, 2024 to Mar 31, 2025
Employees · 8 to 11
Mar 28, 2024 to Mar 31, 2025
Private funds · 9 to 11
Mar 28, 2024 to Mar 31, 2025
Discretionary RAUM · $161M to $182M
Mar 28, 2024 to Mar 31, 2025
Pooled vehicle RAUM · $161M to $182M
Mar 28, 2024 to Mar 31, 2025
RAUM · $161M to $182M
Mar 28, 2024 to Mar 31, 2025
Advisory employees · 9 to 8
Aug 17, 2023 to Mar 28, 2024
Assets in custody · 202731071.0 to unset
Aug 17, 2023 to Mar 28, 2024
Custody of client assets · true to false
Aug 17, 2023 to Mar 28, 2024
Employees · 9 to 8
Aug 17, 2023 to Mar 28, 2024
Discretionary RAUM · $203M to $161M
Aug 17, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $203M to $161M
Aug 17, 2023 to Mar 28, 2024
RAUM · $203M to $161M
Aug 17, 2023 to Mar 28, 2024
Advisory employees · 8 to 9
Mar 30, 2023 to Aug 17, 2023
Employees · 8 to 9
Mar 30, 2023 to Aug 17, 2023
Accounts · 7 to 9
Mar 30, 2022 to Mar 30, 2023
Advisory employees · 7 to 8
Mar 30, 2022 to Mar 30, 2023
Pooled vehicle clients · 7 to 9
Mar 30, 2022 to Mar 30, 2023
Assets in custody · $201M to $203M
Mar 30, 2022 to Mar 30, 2023
Employees · 7 to 8
Mar 30, 2022 to Mar 30, 2023
Private funds · 7 to 9
Mar 30, 2022 to Mar 30, 2023
Discretionary RAUM · $201M to $203M
Mar 30, 2022 to Mar 30, 2023
Pooled vehicle RAUM · $201M to $203M
Mar 30, 2022 to Mar 30, 2023
RAUM · $201M to $203M
Mar 30, 2022 to Mar 30, 2023
Accounts · 5 to 7
Mar 30, 2021 to Mar 30, 2022
Advisory employees · 6 to 7
Mar 30, 2021 to Mar 30, 2022
Pooled vehicle clients · 5 to 7
Mar 30, 2021 to Mar 30, 2022
Assets in custody · $171M to $201M
Mar 30, 2021 to Mar 30, 2022
Employees · 6 to 7
Mar 30, 2021 to Mar 30, 2022
Private funds · 5 to 7
Mar 30, 2021 to Mar 30, 2022
Discretionary RAUM · $185M to $201M
Mar 30, 2021 to Mar 30, 2022

Signals

2 dated events

B••• T•••• M••••• (Member) no longer on Schedule A of E•• I••••••••• A••••••• L•• (listed 2023-08-17, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
E•• I••••••••• A••••••• L•• filed its initial SEC registration (Form ADV)
Aug 11, 2016 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

E•• I••••••••• A••••••• L•• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Website: E••••ADVISORS.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: (214) 922-1063reportedpublic 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

Across the graphs

E•• I••••••••• A••••••• L•• is the same institution as 1 record in Real Estate Funds.

Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

Checking your plan…