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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Former SEC-registered adviser
E••• C•••••• P•••••••
Legal name E••• C•••••• P•••••••• L••
Latest filing Mar 26, 2026
First filing on the tape Jun 30, 2021 · 10 filings
SEC status approved since Aug 4, 2021
RAUM
$2.0B
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
15
11 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$2.0B as of Mar 26, 2026
Mar 7, 2022$393M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 7, 20220 then
Employees (5.A)15 as of Mar 26, 2026
Mar 7, 20224 then
Private funds: 1
RAUM -28% over the last fiscal year+80% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
- $664MderivedRAUM 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
- -28%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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- I••••••• G•••••• •••• · Chief Executive Officer, Chief Compliance Officercontrolsince 07/2018 · owns 25% to 50%
- M••••••••• K••••••• •••• · Chief Investment Officercontrolsince 07/2018 · owns 50% to 75%
- N••••• A•••••• · Head Of Portfolio Management And Tradingcontrolsince 03/2023 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Yerevan, Armenia5 employees
What changed
consecutive filings, newest first
- Accounts · 6 to 3Sep 10, 2025 to Mar 26, 2026
- Pooled vehicle clients · 6 to 3Sep 10, 2025 to Mar 26, 2026
- Employees · 20 to 15Sep 10, 2025 to Mar 26, 2026
- Discretionary RAUM · $2.8B to $2.0BSep 10, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $2.8B to $2.0BSep 10, 2025 to Mar 26, 2026
- RAUM · $2.8B to $2.0BSep 10, 2025 to Mar 26, 2026
- Private funds · 1 to unsetMar 31, 2025 to Sep 10, 2025
- Accounts · 3 to 6Mar 26, 2024 to Mar 31, 2025
- Advisory employees · 9 to 11Mar 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 3 to 6Mar 26, 2024 to Mar 31, 2025
- Employees · 15 to 20Mar 26, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 31, 2025
- Private funds · unset to 1Mar 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $417M to $2.8BMar 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $417M to $2.8BMar 26, 2024 to Mar 31, 2025
- RAUM · $417M to $2.8BMar 26, 2024 to Mar 31, 2025
- Accounts · 2 to 3Sep 26, 2023 to Mar 26, 2024
- Advisory employees · 3 to 9Sep 26, 2023 to Mar 26, 2024
- Pooled vehicle clients · 2 to 3Sep 26, 2023 to Mar 26, 2024
- Employees · 8 to 15Sep 26, 2023 to Mar 26, 2024
- Other offices · 0 to 1Sep 26, 2023 to Mar 26, 2024
- Discretionary RAUM · $341M to $417MSep 26, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $341M to $417MSep 26, 2023 to Mar 26, 2024
- RAUM · $341M to $417MSep 26, 2023 to Mar 26, 2024
- Accounts · 3 to 2Mar 7, 2022 to Mar 28, 2023
- Advisory employees · 2 to 3Mar 7, 2022 to Mar 28, 2023
- Pooled vehicle clients · 3 to 2Mar 7, 2022 to Mar 28, 2023
- Employees · 4 to 8Mar 7, 2022 to Mar 28, 2023
- HQ city · unset to NEW YORKMar 7, 2022 to Mar 28, 2023
- HQ state · unset to NYMar 7, 2022 to Mar 28, 2023
- Discretionary RAUM · $393M to $341MMar 7, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $393M to $341MMar 7, 2022 to Mar 28, 2023
- RAUM · $393M to $341MMar 7, 2022 to Mar 28, 2023
- Advisory employees · 9 to 2Jan 12, 2022 to Mar 7, 2022
- Employees · 12 to 4Jan 12, 2022 to Mar 7, 2022
- Discretionary RAUM · $426M to $393MJan 12, 2022 to Mar 7, 2022
- Pooled vehicle RAUM · $426M to $393MJan 12, 2022 to Mar 7, 2022
- RAUM · $426M to $393MJan 12, 2022 to Mar 7, 2022
- Business name · E••• G•••• to E••• C•••••• P•••••••Jun 30, 2021 to Jan 12, 2022
Signals
5 dated events
- E••• C•••••• P••••••• no longer on the SEC adviser roster (last listed 2026-08-03, RAUM $2.0B)Sep 1, 2026 · Left the SEC roster · derived
- E••• C•••••• P••••••• reported RAUM $2.0B, down 28% from $2.8B (2025-09-10 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- E••• C•••••• P••••••• reported RAUM $2.8B, up 560% from $417.4M (2024-03-26 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Anatoly Nakum (Head Of Portfolio Management And Trading) appeared on Schedule A of E••• C•••••• P•••••••Mar 26, 2024 · Control person joined · fact
- E••• G•••• filed its initial SEC registration (Form ADV)Jun 30, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E••• C•••••• P••••••• · Venture Capitalshared crd · organization
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
- Former SEC-registered adviserderiveda 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