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•••••••• I••••••••• G••••
Legal name E•••••••• I••••••••• G•••• I•••
Latest filing Jun 24, 2026
First filing on the tape Dec 17, 2020 · 9 filings
SEC status approved since Feb 1, 2021
RAUM
$34B
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
26
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$34B as of Jun 24, 2026
Jun 30, 2021$24B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 24, 2026
Jun 30, 20210 then
Employees (5.A)26 as of Jun 24, 2026
Jun 30, 202122 then
Private funds: no history
RAUM +54% over the last fiscal year+11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 24, 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
- $1.5BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.2%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
- +20%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 businesses and institutions, 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$30B90%
- Corporations and businesses$2.5B7.3%
- Sovereign wealth funds$490M1.5%
- State and municipal entities$269M0.8%
- Other investment advisers$94.7M0.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 22reported
- 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=0.9 institutional_share=0.02 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• C•••••••• T•• · President, Co-Chief Executive Officer, Directorcontrolsince 09/2010 · owns less than 5%
- F•••••• P••••••• J••• P•••• · Chief Operating Officer, Director, Chairmancontrolsince 09/2010 · owns less than 5%
- J•••••• S•••••• T•••• · Chief Compliance Officercontrolsince 01/2018 · owns less than 5%
- M••••••••• G•••••• G••••••• · Chief Investment Officer, Co-Chief Executive Officer, Directorcontrolsince 09/2010 · owns less than 5%
- R••••• D•••• · Director Of Operationscontrolsince 06/2017 · owns less than 5%
- T•••• N•••••• C•••••• · Director Of Financecontrolsince 06/2017 · owns less than 5%
- B••••••• C•••••••• T•• · Presidentcontrolsince 01/2008 · owns 75% or more of E•••••••• 3• H••••••• I•••
- F•••••• P••••••• J••• P•••• · Presidentcontrolsince 01/2008 · owns 75% or more of K••••• H••••••• I•••
- K••••••• R•••••• C•••••• · Presidentcontrolsince 02/1984 · owns 75% or more of C••••••••• H••••••• L••••••
- M••••••••• G•••••• G••••••• · Chief Executive Officer, Directorcontrolsince 03/2008 · owns 75% or more of B••••••• P•••• H••••••• I•••
Entity owners
- B••••••• P•••• H••••••• I••• · Shareholderdirect · owns 25% to 50%
- E•••••••• 3• H••••••• I••• · Shareholderdirect · owns 25% to 50%
- K••••• H••••••• I••• · Shareholderdirect · owns 10% to 25%
- C••••••••• H••••••• L•••••• · Shareholderdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- E•••••••• W••••• M••••••••• I•••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Jun 24, 2026advises private funds (Item 7.B): no on the filing of 2025-06-26, yes on the filing of 2026-06-24peers: asset managers, $20B and over (512)
What changed
consecutive filings, newest first
- Accounts · 21 to 22Jun 26, 2025 to Jun 24, 2026
- Advisory employees · 10 to 9Jun 26, 2025 to Jun 24, 2026
- Employees · 28 to 26Jun 26, 2025 to Jun 24, 2026
- Discretionary RAUM · $29B to $34BJun 26, 2025 to Jun 24, 2026
- Pooled vehicle RAUM · $26B to $30BJun 26, 2025 to Jun 24, 2026
- RAUM · $29B to $34BJun 26, 2025 to Jun 24, 2026
- Accounts · 17 to 21Jun 26, 2024 to Jun 26, 2025
- Corporate clients · 5 to 6Jun 26, 2024 to Jun 26, 2025
- Pooled vehicle clients · 9 to 12Jun 26, 2024 to Jun 26, 2025
- Employees · 26 to 28Jun 26, 2024 to Jun 26, 2025
- Financial planning clients · unset to Jun 26, 2024 to Jun 26, 2025
- HQ state · unset to Jun 26, 2024 to Jun 26, 2025
- Discretionary RAUM · $26B to $29BJun 26, 2024 to Jun 26, 2025
- Pooled vehicle RAUM · $23B to $26BJun 26, 2024 to Jun 26, 2025
- RAUM · $26B to $29BJun 26, 2024 to Jun 26, 2025
- Accounts · 16 to 17Jun 28, 2023 to Jun 26, 2024
- Corporate clients · 3 to 5Jun 28, 2023 to Jun 26, 2024
- Employees · 24 to 26Jun 28, 2023 to Jun 26, 2024
- Discretionary RAUM · $22B to $26BJun 28, 2023 to Jun 26, 2024
- Pooled vehicle RAUM · $19B to $23BJun 28, 2023 to Jun 26, 2024
- RAUM · $22B to $26BJun 28, 2023 to Jun 26, 2024
- Accounts · 13 to 16Jun 30, 2022 to Jun 28, 2023
- Corporate clients · 1 to 3Jun 30, 2022 to Jun 28, 2023
- Employees · 26 to 24Jun 30, 2022 to Jun 28, 2023
- Discretionary RAUM · $25B to $22BJun 30, 2022 to Jun 28, 2023
- Pooled vehicle RAUM · $20B to $19BJun 30, 2022 to Jun 28, 2023
- RAUM · $25B to $22BJun 30, 2022 to Jun 28, 2023
- Accounts · 12 to 13Jun 30, 2021 to Jun 30, 2022
- Advisory employees · 14 to 10Jun 30, 2021 to Jun 30, 2022
- Corporate clients · 2 to 1Jun 30, 2021 to Jun 30, 2022
- Pooled vehicle clients · 6 to 9Jun 30, 2021 to Jun 30, 2022
- Employees · 22 to 26Jun 30, 2021 to Jun 30, 2022
- Discretionary RAUM · $24B to $25BJun 30, 2021 to Jun 30, 2022
- Pooled vehicle RAUM · $18B to $20BJun 30, 2021 to Jun 30, 2022
- RAUM · $24B to $25BJun 30, 2021 to Jun 30, 2022
- Advisory employees · 13 to 14Jan 29, 2021 to Jun 30, 2021
- Employees · 21 to 22Jan 29, 2021 to Jun 30, 2021
- Discretionary RAUM · $19B to $24BJan 29, 2021 to Jun 30, 2021
- Pooled vehicle RAUM · $15B to $18BJan 29, 2021 to Jun 30, 2021
- RAUM · $19B to $24BJan 29, 2021 to Jun 30, 2021
Signals
2 dated events
- E•••••••• I••••••••• G•••• reported RAUM $24.5B, up 29% from $18.9B (2021-01-29 to 2021-06-30)Jun 30, 2021 · RAUM change · derived
- E•••••••• I••••••••• G•••• filed its initial SEC registration (Form ADV)Dec 17, 2020 · 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
- Website
- edgepointwealth.com/institutionalreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 866-757-7207reportedpublic record, Form ADV, Jun 24, 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