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••••• P••••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Sep 18, 2020 · 11 filings
SEC status approved since Oct 19, 2020
RAUM
$2.6B
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
22
14 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
20
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$2.6B as of Mar 31, 2026
Mar 24, 2021$1.1B then
HNW client RAUM$0 as of Mar 31, 2026
Mar 24, 2021$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 24, 20210 then
Employees (5.A)22 as of Mar 31, 2026
Mar 24, 202124 then
Private funds20 as of Mar 31, 2026
Mar 24, 202116 then
RAUM +7.9% over the last fiscal year+21% a year over threeIARs 0 to 0offices 1 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
- $129MderivedRAUM 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
- +7.9%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 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)
- 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 testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.6B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
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
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••••• P••••••• I•• L• | Venture Capital Fund | $508M | 39 | Mar 31, 2019 |
| E••••• P••••••• X• L• | Venture Capital Fund | $351M | 77 | Mar 31, 2022 |
| E••••• V•• A•• L• | Venture Capital Fund | $256M | 51 | Mar 24, 2021 |
| E••••• P••••••• V•••• L• | Venture Capital Fund | $206M | 42 | Mar 31, 2016 |
| E••••• P••••••• I•••• L• | Venture Capital Fund | $204M | 188 | Mar 31, 2019 |
| E••••• P••••••• X••• L• | Venture Capital Fund | $96.5M | 221 | Mar 31, 2022 |
| E••••• P••••••• V•••••• L• | Venture Capital Fund | $18.4M | 70 | Mar 31, 2017 |
| E••••• V•••••• F••• V•• L• | Venture Capital Fund | $12.6M | 75 | Mar 8, 2012 |
| E••••• P••••••• I•••••• L• | Venture Capital Fund | $11.3M | 28 | Mar 31, 2019 |
| E••••• P••••••• X••••• L• | Venture Capital Fund | $10.4M | 45 | Mar 31, 2022 |
| E••••• P••••••• V•••••• L• | Venture Capital Fund | $3.4M | 2 | Mar 31, 2016 |
| E••••• P••••••• V•••••••• L• | Venture Capital Fund | $3.2M | 24 | Mar 31, 2017 |
| E••••• F••• V• L•no longer reported | Venture Capital Fund | $1.0M | 2 | Mar 8, 2012 |
| E••••• V•••••• F••• V• L•no longer reported | Venture Capital Fund | $624,172 | 57 | Mar 8, 2012 |
| E••••• V•••••• F••• I•• L•no longer reported | Venture Capital Fund | $400,925 | 47 | Mar 8, 2012 |
| E••••• V•••••• F••• V••••• L• | Venture Capital Fund | $189,053 | 3 | Mar 8, 2012 |
| E••••• V•••••• F••• V••• L• | Venture Capital Fund | $124,984 | 60 | Mar 8, 2012 |
| E••••• V•••••• F••• I• S•••• L•no longer reported | Venture Capital Fund | $34,151 | 2 | Mar 8, 2012 |
| E••••• V•••••• F••• V•••• L• | Venture Capital Fund | $11,021 | 3 | Mar 8, 2012 |
Owners and control persons
Schedule A and B, latest filing
- F•••• K••••• A••• · Manager/Membercontrolsince 07/2020 · owns 10% to 25%
- G•••••••• J•••••• D••••• · Chief Financial Officer, Chief Compliance Officercontrolsince 07/2020 · owns less than 5%
- H••••••••• D••••• · Manager/Membercontrolsince 07/2020 · owns 10% to 25%
- M•••••• L•••••• W•••••• · Manager/Membercontrolsince 07/2020 · owns 10% to 25%
- M••••••••• G••••• T••• · Manager/Membercontrolsince 07/2020 · owns 10% to 25%
- S•••••• C••••••••• S•••• · Manager/Membercontrolsince 07/2020 · owns 25% to 50%
- Z••••••• R•••• M••• · Manager/Membercontrolsince 07/2020 · owns 10% to 25%
Related persons
Schedule D 7.A
- E••••• I• G•• L••pooled vehicle sponsorn
- E••••• P••••••• V•• L••pooled vehicle sponsorn
- E••••• P••••••• V••••• L••pooled vehicle sponsorn
- E••••• P••••••• V••• L••pooled vehicle sponsorn
- E••••• V•• A• G•• L••pooled vehicle sponsorn
- E••••• V••• G•• L••pooled vehicle sponsorn
- E••••• V••••• G•• L••pooled vehicle sponsorn
- E••••• X• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Nashville, TN9 employees
What changed
consecutive filings, newest first
- Accounts · 19 to 20Oct 10, 2025 to Mar 31, 2026
- Pooled vehicle clients · 19 to 20Oct 10, 2025 to Mar 31, 2026
- Employees · 30 to 22Oct 10, 2025 to Mar 31, 2026
- Private funds · 19 to 20Oct 10, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.4B to $2.6BOct 10, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.4B to $2.6BOct 10, 2025 to Mar 31, 2026
- RAUM · $2.4B to $2.6BOct 10, 2025 to Mar 31, 2026
- HQ city · PRINCETON to NASHVILLEAug 25, 2025 to Oct 10, 2025
- HQ state · NJ to TNAug 25, 2025 to Oct 10, 2025
- Other offices · 1 to 0Aug 25, 2025 to Oct 10, 2025
- Accounts · 15 to 19Jul 30, 2024 to Mar 31, 2025
- Advisory employees · 17 to 14Jul 30, 2024 to Mar 31, 2025
- Pooled vehicle clients · 15 to 19Jul 30, 2024 to Mar 31, 2025
- Employees · 29 to 30Jul 30, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jul 30, 2024 to Mar 31, 2025
- Private funds · 15 to 19Jul 30, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.7B to $2.4BJul 30, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.7B to $2.4BJul 30, 2024 to Mar 31, 2025
- RAUM · $1.7B to $2.4BJul 30, 2024 to Mar 31, 2025
- Pooled vehicle clients · 19 to 15Mar 31, 2023 to Mar 29, 2024
- Employees · 26 to 29Mar 31, 2023 to Mar 29, 2024
- Other offices · 0 to 1Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.5B to $1.7BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.5B to $1.7BMar 31, 2023 to Mar 29, 2024
- RAUM · $1.5B to $1.7BMar 31, 2023 to Mar 29, 2024
- Accounts · 19 to 15Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 24 to 17Mar 31, 2022 to Mar 31, 2023
- Employees · 28 to 26Mar 31, 2022 to Mar 31, 2023
- Private funds · 19 to 15Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.5B to $1.5BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.5B to $1.5BMar 31, 2022 to Mar 31, 2023
- RAUM · $1.5B to $1.5BMar 31, 2022 to Mar 31, 2023
- Private funds · 16 to 19Jan 12, 2022 to Mar 31, 2022
- Discretionary RAUM · $1.1B to $1.5BJan 12, 2022 to Mar 31, 2022
- Pooled vehicle RAUM · $1.1B to $1.5BJan 12, 2022 to Mar 31, 2022
- RAUM · $1.1B to $1.5BJan 12, 2022 to Mar 31, 2022
- Accounts · 16 to 19Jan 12, 2022 to Mar 31, 2022
- Pooled vehicle clients · 16 to 19Jan 12, 2022 to Mar 31, 2022
- Employees · 24 to 28Jan 12, 2022 to Mar 31, 2022
- Accounts · 15 to 16Sep 18, 2020 to Mar 24, 2021
Signals
5 dated events
- E••••• P••••••• M••••••••• L•• reported RAUM $2.4B, up 42% from $1.7B (2024-07-30 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Lucius Thomas Vanderschaaff (Manager/Member) no longer on Schedule A of E••••• P••••••• M••••••••• L•• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- E••••• P••••••• M••••••••• L•• reported RAUM $1.5B, up 31% from $1.1B (2022-01-12 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Christopher Clark (Manager/Member) no longer on Schedule A of E••••• P••••••• M••••••••• L•• (listed 2020-09-18, absent 2021-03-24)Mar 24, 2021 · Control person left · inference
- E••••• P••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Sep 18, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E••••• P••••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- E••••• P••••••• M••••••••• L•• · Private Equityshared crd · organization
- E••••• P••••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- edisonpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (609) 896-1900reportedpublic 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