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Former SEC-registered adviser

E• A••••••

Former SEC-registered adviserNew York, New YorkCRD 314402SEC 801-121639website IAPD

Legal name E• A••••••• L••

Latest filing Mar 31, 2026

First filing on the tape May 28, 2021 · 18 filings

SEC status approved since Jun 28, 2021

RAUM

$140M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

10 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

18 filings and snapshots on the tape

RAUM$140M as of Mar 31, 2026

Mar 31, 2022$185M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 31, 2026

Mar 31, 20220 then

Employees (5.A)21 as of Mar 31, 2026

Mar 31, 202238 then

Private funds53 as of Mar 31, 2026

Mar 31, 202291 then

RAUM -8.7% over the last fiscal year-19% 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: $2.6MderivedRAUM 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: -8.7%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
Custody: $140M, 53 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$140M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 53reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $140M for 53 clientsreported
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

Every departure Every arrival

Private funds

155 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
E• A••••• L••	Real Estate Fund	$41.9M	0	Mar 31, 2023
E••••••••• 1••• L••	Real Estate Fund	$10.5M	1	Jul 21, 2023
E••••••••• 1••• L••	Real Estate Fund	$8.9M	0	Jun 16, 2023
E••••••••• 1••• L••	Real Estate Fund	$7.2M	0	Jul 21, 2023
E••••••••• 1••• L••	Real Estate Fund	$7.0M	0	Jul 21, 2023
E••••••••• 1••• L••	Real Estate Fund	$6.6M	0	Jun 16, 2023
E• A••••• F••• I• L•	Real Estate Fund	$6.4M	0	Mar 29, 2024
E••••••••• 1••• L••	Real Estate Fund	$6.2M	0	Jun 16, 2023
E••••••••• 1••• L••	Real Estate Fund	$6.0M	1	Jul 21, 2023
E••••••••• 1••• L••	Real Estate Fund	$5.8M	0	Jul 21, 2023
E••••••••• 1••• L••	Real Estate Fund	$5.4M	0	Mar 29, 2024
E••••••••• 1•• L••	Real Estate Fund	$4.5M	0	Mar 31, 2022
E••••••••• 1••• L••	Real Estate Fund	$4.5M	0	Mar 31, 2023
E••••••••• 1••• L••	Real Estate Fund	$4.3M	0	Jul 21, 2023
E••••••••• 1••• L••	Real Estate Fund	$4.1M	0	Jul 21, 2023
E••••••••• 1••• L••	Real Estate Fund	$3.7M	0	Mar 29, 2024
E••••••••• 1••• L••	Real Estate Fund	$3.6M	1	Mar 31, 2023
E••••••••• 1•• L••	Real Estate Fund	$3.5M	0	May 28, 2021
E••••••••• 1••• L••	Real Estate Fund	$3.5M	0	Jun 16, 2023
E••••••••• 1••• L••	Real Estate Fund	$3.3M	0	Jul 21, 2023
E••••••••• 1•• L••	Real Estate Fund	$3.1M	0	May 28, 2021
E••••••••• 5• L••	Real Estate Fund	$3.1M	95	May 28, 2021
E••••••••• 1•• L••	Real Estate Fund	$3.0M	0	Mar 31, 2022
E••••••••• 5• L••	Real Estate Fund	$3.0M	91	May 28, 2021
E••••••••• 1••• L••	Real Estate Fund	$3.0M	1	Mar 29, 2024
E••••••••• 1•• L••	Real Estate Fund	$3.0M	0	May 28, 2021
E••••••••• 1••• L••	Real Estate Fund	$3.0M	2	Mar 31, 2023
E••••••••• 1••• L••	Real Estate Fund	$3.0M	0	Mar 29, 2024
E••••••••• 1••• L••	Real Estate Fund	$3.0M	0	Jul 21, 2023
E••••••••• 5• L••no longer reported	Real Estate Fund	$3.0M	87	May 28, 2021
E••••••••• 1•• L••	Real Estate Fund	$3.0M	77	May 28, 2021
E••••••••• 1••• L••	Real Estate Fund	$2.9M	1	Mar 31, 2023
E••••••••• 1••• L••	Real Estate Fund	$2.9M	0	Jul 21, 2023
E••••••••• 9• L••no longer reported	Real Estate Fund	$2.8M	95	May 28, 2021
M••••••• P•••••••• I• L••	Real Estate Fund	$2.8M	97	Mar 31, 2022
E••••••••• 9• L••	Real Estate Fund	$2.6M	0	May 28, 2021
E••••••••• 1••• L••	Real Estate Fund	$2.6M	0	Jul 21, 2023
E••••••••• 1••• L••	Real Estate Fund	$2.6M	0	Mar 31, 2023
E••••••••• 1••• L••	Real Estate Fund	$2.6M	0	Jun 16, 2023
E••••••••• 1•• L••	Real Estate Fund	$2.5M	0	May 28, 2021

All funds of E• A••••••

Owners and control persons

Schedule A and B, latest filing

C••••••• C•••••• · Ceocontrol
since 03/2021 · owns less than 5%
M••••••• D••••• · Exec V.P.control
since 03/2021 · owns less than 5%
S••••••• M•••••• · Ciocontrol
since 03/2021 · owns less than 5%
L••• J•••••••• D•••• · Chief Compliance Officer
since 07/2022 · owns less than 5%

Entity owners

E••••• M•••••••• I••• · Owner
direct · owns 75% or more

Related persons

Schedule D 7.A

E• A••••• F••• I• G•• L••
pooled vehicle sponsory
E• C•• S••••••••• M••••••• L••
pooled vehicle sponsorn
E• M•••••• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 51 to 53
Nov 17, 2025 to Mar 31, 2026
Advisory employees · 13 to 10
Nov 17, 2025 to Mar 31, 2026
Pooled vehicle clients · 51 to 53
Nov 17, 2025 to Mar 31, 2026
Assets in custody · $185M to $140M
Nov 17, 2025 to Mar 31, 2026
Employees · 34 to 21
Nov 17, 2025 to Mar 31, 2026
Private funds · 52 to 53
Nov 17, 2025 to Mar 31, 2026
Discretionary RAUM · $154M to $140M
Nov 17, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $154M to $140M
Nov 17, 2025 to Mar 31, 2026
RAUM · $154M to $140M
Nov 17, 2025 to Mar 31, 2026
Accounts · 53 to 51
Oct 16, 2024 to Apr 30, 2025
Advisory employees · 14 to 13
Oct 16, 2024 to Apr 30, 2025
Pooled vehicle clients · 53 to 51
Oct 16, 2024 to Apr 30, 2025
Employees · 38 to 34
Oct 16, 2024 to Apr 30, 2025
Financial planning clients · unset to
Oct 16, 2024 to Apr 30, 2025
Private funds · 53 to 52
Oct 16, 2024 to Apr 30, 2025
Discretionary RAUM · $144M to $154M
Oct 16, 2024 to Apr 30, 2025
Pooled vehicle RAUM · $144M to $154M
Oct 16, 2024 to Apr 30, 2025
RAUM · $144M to $154M
Oct 16, 2024 to Apr 30, 2025
Accounts · 54 to 53
Apr 4, 2024 to Apr 8, 2024
Pooled vehicle clients · 54 to 53
Apr 4, 2024 to Apr 8, 2024
Private funds · 54 to 53
Apr 4, 2024 to Apr 8, 2024
Discretionary RAUM · $150M to $144M
Apr 4, 2024 to Apr 8, 2024
Pooled vehicle RAUM · $150M to $144M
Apr 4, 2024 to Apr 8, 2024
RAUM · $150M to $144M
Apr 4, 2024 to Apr 8, 2024
Accounts · 108 to 54
Sep 29, 2023 to Mar 29, 2024
Pooled vehicle clients · 108 to 54
Sep 29, 2023 to Mar 29, 2024
Private funds · 98 to 54
Sep 29, 2023 to Mar 29, 2024
Discretionary RAUM · $340M to $150M
Sep 29, 2023 to Mar 29, 2024
Pooled vehicle RAUM · $340M to $150M
Sep 29, 2023 to Mar 29, 2024
RAUM · $340M to $150M
Sep 29, 2023 to Mar 29, 2024
Accounts · 10 to 108
Jul 21, 2023 to Sep 29, 2023
Pooled vehicle clients · 10 to 108
Jul 21, 2023 to Sep 29, 2023
Financial planning clients · 51-100 to unset
Jul 21, 2023 to Sep 29, 2023
Discretionary RAUM · $260M to $340M
Jul 21, 2023 to Sep 29, 2023
Pooled vehicle RAUM · $260M to $340M
Jul 21, 2023 to Sep 29, 2023
RAUM · $260M to $340M
Jul 21, 2023 to Sep 29, 2023
Private funds · 86 to 98
Jun 16, 2023 to Jul 21, 2023
Private funds · 82 to 86
Jun 2, 2023 to Jun 16, 2023
Accounts · 99 to 10
Sep 1, 2022 to Mar 31, 2023
Pooled vehicle clients · 99 to 10
Sep 1, 2022 to Mar 31, 2023

Signals

6 dated events

E• A•••••• no longer on the SEC adviser roster (last listed 2026-05-01, RAUM $140.1M)
Jun 1, 2026 · Left the SEC roster · derived
E• A•••••• reported RAUM $150.5M, down 56% from $339.7M (2023-09-29 to 2024-03-29)
Mar 29, 2024 · RAUM change · derived
Charles Clinton (Ceo) appeared on Schedule A of E• A••••••
Mar 31, 2022 · Control person joined · fact
Marious Sjulsen (Cio) appeared on Schedule A of E• A••••••
Mar 31, 2022 · Control person joined · fact
Daniel Melaugh (Exec V.P.) appeared on Schedule A of E• A••••••
Mar 31, 2022 · Control person joined · fact
E• A•••••• filed its initial SEC registration (Form ADV)
May 28, 2021 · 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: a•••••••••.comreportedpublic record, Form ADV, Sep 21, 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: 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

Across the graphs

E• A•••••• is the same institution as 1 record in Real Estate Funds.

Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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