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•••••• P••••••• L•
Latest filing Jul 13, 2026
First filing on the tape Jun 30, 2022 · 5 filings
SEC status approved since Jul 20, 2026
RAUM
$161M
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
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$161M as of Jul 13, 2026
Mar 31, 2023$146M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 13, 2026
Mar 31, 20230 then
Employees (5.A)4 as of Jul 13, 2026
Mar 31, 20237 then
Private funds5 as of Jul 13, 2026
Mar 31, 20233 then
RAUM +10% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 13, 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
- $32.2MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -21%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
- Custody
- $161M, 5 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- controlled by a public reporting company (10.A)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$161M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $161M for 5 clientsreported
- 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
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••• C•••••• F••• I•• L• | Private Equity Fund | $85.8M | 85 | Dec 24, 2019 |
| E••• S••••••• F••• I• L• | Private Equity Fund | $13.6M | 95 | Dec 24, 2019 |
| E••• S•••••• H••••••• L•• | Private Equity Fund | $10.3M | 4 | Mar 29, 2024 |
| E••• C•••••• F••• I•• N• L• | Private Equity Fund | $5.4M | 35 | Dec 24, 2019 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• R•••••• M••• · Managing Partner And Chief Compliance Officercontrolsince 01/2008 · owns 25% to 50%
- D•••••• C••••••••• M•••• · Chief Administrative Officersince 01/2008 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- St Louis, MO1 employees
What changed
consecutive filings, newest first
- Accounts · 4 to 5Mar 29, 2024 to Jul 13, 2026
- Pooled vehicle clients · 4 to 5Mar 29, 2024 to Jul 13, 2026
- Assets in custody · $115M to $161MMar 29, 2024 to Jul 13, 2026
- Employees · 5 to 4Mar 29, 2024 to Jul 13, 2026
- Financial planning clients · unset to Mar 29, 2024 to Jul 13, 2026
- Private funds · 4 to 5Mar 29, 2024 to Jul 13, 2026
- Discretionary RAUM · $115M to $161MMar 29, 2024 to Jul 13, 2026
- Pooled vehicle RAUM · $115M to $161MMar 29, 2024 to Jul 13, 2026
- RAUM · $115M to $161MMar 29, 2024 to Jul 13, 2026
- Accounts · 3 to 4Feb 14, 2024 to Mar 29, 2024
- Advisory employees · 4 to 3Feb 14, 2024 to Mar 29, 2024
- Pooled vehicle clients · 3 to 4Feb 14, 2024 to Mar 29, 2024
- Assets in custody · $0 to $115MFeb 14, 2024 to Mar 29, 2024
- Employees · 7 to 5Feb 14, 2024 to Mar 29, 2024
- Private funds · 3 to 4Feb 14, 2024 to Mar 29, 2024
- Discretionary RAUM · $146M to $115MFeb 14, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $146M to $115MFeb 14, 2024 to Mar 29, 2024
- RAUM · $146M to $115MFeb 14, 2024 to Mar 29, 2024
- Employees · 6 to 7Jun 30, 2022 to Mar 31, 2023
- Private funds · 6 to 3Jun 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $153M to $146MJun 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $153M to $146MJun 30, 2022 to Mar 31, 2023
- RAUM · $153M to $146MJun 30, 2022 to Mar 31, 2023
Signals
3 dated events
- Lee W•••••• P••• (Chief Compliance Officer And Managing Partner) no longer on Schedule A of E••• C•••••• P••••••• L• (listed 2022-06-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Perot Elliston Bissell (Managing Partner) no longer on Schedule A of E••• C•••••• P••••••• L• (listed 2022-06-30, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- E••• C•••••• P••••••• L• filed its initial SEC registration (Form ADV)Jun 30, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E••• C•••••• P••••••• L• · Independent Sponsorsshared crd · capital_provider
- E••• C•••••• P••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/egis-capital-partners/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- e•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 973-994-0606reportedpublic record, Form ADV, Jul 13, 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