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••••••• C•••••• L••
Latest filing Mar 31, 2026
First filing on the tape Oct 26, 2023 · 6 filings
SEC status approved since Nov 28, 2023
RAUM
$1.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$1.7B
derived; firm RAUM over IAPD count
Employees
26
13 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
26
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$1.7B as of Mar 31, 2026
Mar 28, 2024$1.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20240 then
Employees (5.A)26 as of Mar 31, 2026
Mar 28, 202418 then
Private funds26 as of Mar 31, 2026
Mar 28, 202420 then
RAUM +1.2% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.7BderivedRAUM 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
- $64.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 26.0derivedItem 5.A over advisors
- Advisors per office
- 0.3derived3 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 assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $212M, 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)
- 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$1.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 26reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $212M 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
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• M••••••••• | Irving, Tx | Dec 12, 2023 | 16 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
22 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••••••• V••••••• F••• L• | Venture Capital Fund | $475M | 52 | Jul 28, 2017 |
| E••••••• V••••••• F••• I• L• | Venture Capital Fund | $348M | 87 | Mar 30, 2021 |
| E• A••••• S•• L•• | Venture Capital Fund | $140M | 11 | Mar 23, 2020 |
| E••••••• G••••• S• I•• L•• | Venture Capital Fund | $120M | 15 | Mar 28, 2024 |
| E••••••• G••••• F••• I• L• | Venture Capital Fund | $103M | 24 | Mar 29, 2023 |
| E••••••• V••••••• F••• I•• L• | Venture Capital Fund | $56.0M | 9 | Mar 28, 2024 |
| E• S••••••••• I• S•• L•• | Venture Capital Fund | $33.7M | 4 | Mar 29, 2023 |
| E• A••••• I• S•• L•• | Venture Capital Fund | $31.4M | 16 | Mar 31, 2022 |
| E••••••• G••••• P• L•• | Venture Capital Fund | $25.5M | 11 | Oct 26, 2023 |
| E••••••• G••••• F••• I• L• | Venture Capital Fund | $24.8M | 23 | Mar 30, 2021 |
| E• P•• S•• L•• | Venture Capital Fund | $20.1M | 15 | Mar 29, 2023 |
| E• U•• S•• L•• | Venture Capital Fund | $15.5M | 18 | Mar 31, 2022 |
| E• S••• S•• L•• | Venture Capital Fund | $5.7M | 22 | Mar 31, 2022 |
| I•• D•••• S•• L•• | Venture Capital Fund | $4.3M | 8 | Aug 31, 2018 |
| E• S• S•• L•• | Venture Capital Fund | $3.2M | 6 | Mar 30, 2021 |
| E• T• S•• L•• | Venture Capital Fund | $2.4M | 8 | Mar 31, 2022 |
| I•• N•• S•• L•• | Venture Capital Fund | $2.2M | 3 | Mar 23, 2018 |
| E• F• S•• L••no longer reported | Venture Capital Fund | $1.8M | 10 | Mar 31, 2022 |
| E• F• S•• L•• | Venture Capital Fund | $1.7M | 13 | Mar 31, 2022 |
| E• M•• S•• L•• | Venture Capital Fund | $1.4M | 4 | Mar 30, 2021 |
| E• V•••• S•• L•• | Venture Capital Fund | $1.2M | 8 | Mar 23, 2020 |
| I•• S•••• S•• L•• | Venture Capital Fund | $949,288 | 3 | Mar 23, 2018 |
Owners and control persons
Schedule A and B, latest filing
- M••••••• K••••••• L•• T••••• · Vice President, Chief Operating Officer, And Chief Compliance Officercontrolsince 08/2022 · owns less than 5%
- M•••••• J••••• T•••••• · Executive Vice Presidentcontrolsince 08/2022 · owns less than 5%
- P•••••• M••••••• P•••• · Presidentcontrolsince 01/2017 · owns less than 5%
- T••••• J•••• J••••• · Executive Vice President & Managing Partnercontrolsince 08/2022 · owns less than 5%
- P•••••• M••••••• P•••• · Ownercontrolsince 01/2004 · owns 75% or more of T•• M•••••• P• P••••• T••••
Entity owners
- I•••••••• I••••••••• H••••••• L•• · Sole Memberdirect · owns 75% or more
- P••••• E••••• H••••••• L•• · Sole Ownerindirect · owns 75% or more of P••••• E••••• I••••••••• L••
- P••••• E••••• I••••••••• L•• · Sole Ownerindirect · owns 75% or more of I•••••••• I••••••••• H••••••• L••
- T•• M•••••• P• P••••• T•••• · Ownerindirect · owns 75% or more of P••••• E••••• H••••••• L••
Related persons
Schedule D 7.A
- E••••••• G••••• I• G• L••pooled vehicle sponsorn
- E••••••• G••••• I• G• L••pooled vehicle sponsorn
- E••••••• V••••••• G• L••pooled vehicle sponsorn
- E••••••• V••••••• I• G• L••pooled vehicle sponsorn
- E••••••• V••••••• I•• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Boston, MA1 employees
- Irving, TX1 employees
What changed
consecutive filings, newest first
- Accounts · 22 to 26Jun 18, 2025 to Mar 31, 2026
- Advisory employees · 12 to 13Jun 18, 2025 to Mar 31, 2026
- Pooled vehicle clients · 22 to 26Jun 18, 2025 to Mar 31, 2026
- Assets in custody · $253M to $212MJun 18, 2025 to Mar 31, 2026
- Employees · 25 to 26Jun 18, 2025 to Mar 31, 2026
- Private funds · 22 to 26Jun 18, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.6B to $1.7BJun 18, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.6B to $1.7BJun 18, 2025 to Mar 31, 2026
- RAUM · $1.6B to $1.7BJun 18, 2025 to Mar 31, 2026
- Financial planning clients · unset to May 23, 2025 to Jun 18, 2025
- Accounts · 20 to 22Mar 28, 2024 to Mar 31, 2025
- Advisory employees · 11 to 12Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 20 to 22Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $262M to $253MMar 28, 2024 to Mar 31, 2025
- Employees · 18 to 25Mar 28, 2024 to Mar 31, 2025
- Private funds · 20 to 22Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.4B to $1.6BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.4B to $1.6BMar 28, 2024 to Mar 31, 2025
- RAUM · $1.4B to $1.6BMar 28, 2024 to Mar 31, 2025
- Accounts · 18 to 20Oct 26, 2023 to Mar 28, 2024
- Advisory employees · 12 to 11Oct 26, 2023 to Mar 28, 2024
- Business name · E••••••• V••••••• L•• to E••••••• C•••••• L••Oct 26, 2023 to Mar 28, 2024
- Pooled vehicle clients · 18 to 20Oct 26, 2023 to Mar 28, 2024
- Assets in custody · $260M to $262MOct 26, 2023 to Mar 28, 2024
- Employees · 19 to 18Oct 26, 2023 to Mar 28, 2024
- Legal name · E••••••• V••••••• L•• to E••••••• C•••••• L••Oct 26, 2023 to Mar 28, 2024
- Private funds · 36 to 20Oct 26, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.2B to $1.4BOct 26, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.2B to $1.4BOct 26, 2023 to Mar 28, 2024
- RAUM · $1.2B to $1.4BOct 26, 2023 to Mar 28, 2024
Signals
1 dated events
- E••••••• V••••••• L•• filed its initial SEC registration (Form ADV)Oct 26, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E••••••• C•••••• L•• · Independent Sponsorsshared crd · capital_provider
- E••••••• C•••••• L•• · Private Equityshared crd · organization
- E••••••• C•••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/energize-capreportedpublic record, Form ADV, Sep 18, 2026
- Website
- e•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-724-7742reportedpublic record, Form ADV, Mar 31, 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
- $1.7Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026