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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
E••
Legal name E••••••••• E••••• P•••••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Jun 26, 2020 · 17 filings
SEC status approved since Jul 27, 2020
RAUM
$1.9B
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
19
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$1.9B as of Mar 31, 2026
Mar 31, 2021$410M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20210 then
Employees (5.A)19 as of Mar 31, 2026
Mar 31, 20218 then
Private funds8 as of Mar 31, 2026
Mar 31, 20214 then
RAUM +8.6% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $242MderivedRAUM 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
- +8.6%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $1.9B, 8 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.9B for 8 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=true 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••••••••• E••••• P••••••• F••• I• L••• | Private Equity Fund | $792M | 31 | Feb 20, 2019 |
| E••••••••• E••••• P••••••• F••• I•• L••• | Private Equity Fund | $538M | 34 | Mar 27, 2023 |
| E•• F••• I• B••• C••••••••• L••• | Private Equity Fund | $147M | 14 | Mar 27, 2023 |
| E••••••••• E••••• P••••••• F•• I• L••• | Private Equity Fund | $95.8M | 24 | Jun 26, 2020 |
| E•• F••• I• I••••••••• L••• | Private Equity Fund | $76.5M | 2 | Mar 28, 2024 |
| E•• F••• I• T••••• C••••••••• L••• | Private Equity Fund | $40.5M | 2 | Mar 31, 2021 |
| E••••••••• E••••• P••••••• F••• I• S••• C••••••••• L••• | Private Equity Fund | $14.3M | 1 | Mar 27, 2020 |
Owners and control persons
Schedule A and B, latest filing
- F•••••••• C••••••••• J••• · Managing Partner; Limited Partnercontrolsince 12/2018 · owns 75% or more
- K•••••••• L••••• K•• · Chief Operating Officercontrolsince 01/2024 · owns less than 5%
- S•••••• M••••••• J••• · Chief Compliance Officer & Chief Financial Officercontrolsince 07/2023 · owns less than 5%
- F•••••••• C••••••••• J••• · Managing Membercontrolsince 04/2018 · owns 75% or more of E••••••••• E••••• P•••••••• L••
Entity owners
- E••••••••• E••••• P•••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- E••••••••• E••••• P••••••• F••• I• G• N••••••• A••• L•••bankpooled vehicle sponsorn
- E••••••••• E••••• P••••••• F••• I• G•• L•••bankpooled vehicle sponsorn
- E••••••••• E••••• P••••••• F••• I• G•• L•••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $1.4B to $1.9BApr 4, 2025 to Mar 31, 2026
- Employees · 18 to 19Apr 4, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.8B to $1.9BApr 4, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.8B to $1.9BApr 4, 2025 to Mar 31, 2026
- RAUM · $1.8B to $1.9BApr 4, 2025 to Mar 31, 2026
- Accounts · 7 to 8Jan 3, 2025 to Apr 4, 2025
- Pooled vehicle clients · 7 to 8Jan 3, 2025 to Apr 4, 2025
- Assets in custody · $1.6B to $1.4BJan 3, 2025 to Apr 4, 2025
- Employees · 17 to 18Jan 3, 2025 to Apr 4, 2025
- Financial planning clients · unset to Jan 3, 2025 to Apr 4, 2025
- Private funds · 7 to 8Jan 3, 2025 to Apr 4, 2025
- Discretionary RAUM · $1.7B to $1.8BJan 3, 2025 to Apr 4, 2025
- Pooled vehicle RAUM · $1.7B to $1.8BJan 3, 2025 to Apr 4, 2025
- RAUM · $1.7B to $1.8BJan 3, 2025 to Apr 4, 2025
- Accounts · 6 to 7Jul 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 6 to 7Jul 31, 2023 to Mar 28, 2024
- Assets in custody · $0 to $1.6BJul 31, 2023 to Mar 28, 2024
- Employees · 14 to 17Jul 31, 2023 to Mar 28, 2024
- Private funds · 6 to 7Jul 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.2B to $1.7BJul 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.2B to $1.7BJul 31, 2023 to Mar 28, 2024
- RAUM · $1.2B to $1.7BJul 31, 2023 to Mar 28, 2024
- Accounts · 4 to 6Jun 28, 2022 to Mar 27, 2023
- Advisory employees · 7 to 13Jun 28, 2022 to Mar 27, 2023
- Pooled vehicle clients · 4 to 6Jun 28, 2022 to Mar 27, 2023
- Employees · 8 to 14Jun 28, 2022 to Mar 27, 2023
- Private funds · 4 to 6Jun 28, 2022 to Mar 27, 2023
- Discretionary RAUM · $666M to $1.2BJun 28, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $666M to $1.2BJun 28, 2022 to Mar 27, 2023
- RAUM · $666M to $1.2BJun 28, 2022 to Mar 27, 2023
- Discretionary RAUM · $410M to $666MMay 25, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $410M to $666MMay 25, 2021 to Mar 29, 2022
- RAUM · $410M to $666MMay 25, 2021 to Mar 29, 2022
- Accounts · 3 to 4Jun 26, 2020 to Mar 31, 2021
- Pooled vehicle clients · 3 to 4Jun 26, 2020 to Mar 31, 2021
- Private funds · 6 to 4Jun 26, 2020 to Mar 31, 2021
- Discretionary RAUM · $226M to $410MJun 26, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $226M to $410MJun 26, 2020 to Mar 31, 2021
- RAUM · $226M to $410MJun 26, 2020 to Mar 31, 2021
Signals
11 dated events
- Raymond Mark Burgett (Managing Partner; Limited Partner) no longer on Schedule A of E2P (listed 2024-05-13, absent 2024-08-16)Aug 16, 2024 · Control person left · inference
- Kay Leann Kilarski (Chief Operating Officer) appeared on Schedule A of E2PMar 28, 2024 · Control person joined · fact
- E2P reported RAUM $1.7B, up 46% from $1.2B (2023-07-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Elizabeth Katie Perry (Chief Compliance Officer & Chief Financial Officer) no longer on Schedule A of E2P (listed 2023-04-17, absent 2023-07-31)Jul 31, 2023 · Control person left · inference
- John Matthew Schick (Chief Compliance Officer & Chief Financial Officer) appeared on Schedule A of E2PJul 31, 2023 · Control person joined · fact
- E2P reported RAUM $1.2B, up 76% from $666.5M (2022-06-28 to 2023-03-27)Mar 27, 2023 · RAUM change · derived
- John Matthew Schick (Chief Compliance Officer & Chief Financial Officer) no longer on Schedule A of E2P (listed 2022-05-12, absent 2022-06-28)Jun 28, 2022 · Control person left · inference
- Elizabeth Katie Perry (Chief Compliance Officer & Chief Financial Officer) appeared on Schedule A of E2PJun 28, 2022 · Control person joined · fact
- E2P reported RAUM $666.5M, up 63% from $409.8M (2021-05-25 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- E2P reported RAUM $409.8M, up 81% from $226.4M (2020-06-26 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- E2P filed its initial SEC registration (Form ADV)Jun 26, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
- Website
- e2p.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 312-872-0034reportedpublic 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026