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SEC-registered adviser

E•• C•••••••••

No RAUM reportedIrvington, VirginiaCRD 293796SEC 801-112782IAPD
Legal name E•••• T• B•••••• I•••
Latest filing Mar 3, 2026
First filing on the tape Mar 7, 2018 · 10 filings
SEC status approved since Apr 5, 2018
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$0 as of Mar 3, 2026
Mar 5, 2025$0 then
HNW client RAUM$0 as of Mar 3, 2020
Mar 1, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 3, 2026
Mar 1, 20190 then
Employees (5.A)1 as of Mar 3, 2026
Mar 1, 20192 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 3, 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, 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
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed feesreportedItem 5.E
Advisory activities
pension consultingreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
private_client_share=0.0 fund_share=0.0 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 departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • B•••••• E••••• T••••• · President, Ccocontrol
        since 05/1998 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · unset to 0.0
        May 3, 2024 to Mar 5, 2025
      • Financial planning clients · 0 to 0
        May 3, 2024 to Mar 5, 2025
      • Discretionary RAUM · unset to 0.0
        May 3, 2024 to Mar 5, 2025
      • Non-discretionary RAUM · unset to 0.0
        May 3, 2024 to Mar 5, 2025
      • RAUM · unset to 0.0
        May 3, 2024 to Mar 5, 2025
      • Pooled vehicle clients · 0.0 to unset
        Mar 3, 2020 to Feb 26, 2021
      • HNW RAUM · 0.0 to unset
        Mar 3, 2020 to Feb 26, 2021
      • Individual RAUM · 0.0 to unset
        Mar 3, 2020 to Feb 26, 2021
      • Pension RAUM · 0.0 to unset
        Mar 3, 2020 to Feb 26, 2021
      • Pooled vehicle RAUM · 0.0 to unset
        Mar 3, 2020 to Feb 26, 2021
      • Advisory employees · 2 to 1
        Aug 27, 2019 to Mar 3, 2020
      • Employees · 2 to 1
        Aug 27, 2019 to Mar 3, 2020
      • HQ city · WHITE STONE to IRVINGTON
        Mar 1, 2019 to Aug 27, 2019
      Signals
      1 dated events
      • E•• C••••••••• filed its initial SEC registration (Form ADV)
        Mar 7, 2018 · First SEC registration · fact
      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
      212-731-2340reportedpublic record, Form ADV, Mar 3, 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
      No RAUM reportedderiveda 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