DFX Intelligence
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SEC-registered adviser
E••• G••••• A••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 28, 2024 · 5 filings
SEC status approved since Jul 26, 2024
RAUM
$286M
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
22 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$286M as of Mar 31, 2026
Mar 28, 2025$279M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20250 then
Employees (5.A)22 as of Mar 31, 2026
Mar 28, 202517 then
Private funds3 as of Mar 31, 2026
Mar 28, 20252 then
RAUM +2.3% over the last fiscal yearIARs 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
- $95.2MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.3%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
- Custody
- $286M, 3 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$286M100%
- 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
- $286M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=18.0derived
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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••• G••••• I••••••••• L••• | Private Equity Fund | $214M | 4 | Dec 17, 2021 |
| E••• R••••••••• C•••••• L••• | Private Equity Fund | $12.1M | 4 | Feb 28, 2023 |
Owners and control persons
Schedule A and B, latest filing
- D•••• D••••• M• · Chief Executive Officercontrolsince 11/2021 · owns less than 5%
- K••••• R••••• · Chief Compliance Officercontrolsince 11/2021 · owns less than 5%
- D•••• D••••• M• · Managercontrolsince 11/2020 · owns F of J•••• L••
- D•••• D••••• M• · Trusteecontrolsince 11/2020 · owns F of D••• 2••• T••••
- D•••• P••••• L• · Trusteecontrolsince 11/2020 · owns F of D••• 2••• T••••
- N•••••• Y•••••• Y• · Trusteecontrolsince 11/2020 · owns F of D••• 2••• T••••
Entity owners
- E••• G••••• P••••••• L•• · Memberdirect · owns 75% or more
- D••• 2••• T•••• · Memberindirect · owns 75% or more of J•••• L••
- G••••••••• I••••••••• V•••••••• L•• · Memberindirect · owns 50% to 75% of E••• G••••• P••••••• L••
- J•••• L•• · Memberindirect · owns 50% to 75% of E••• G••••• P••••••• L••
Related persons
Schedule D 7.A
- E••• G••••• C•••••• P••••••• L••broker-dealern
- E••• G••••• P••••••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (732 comparable advisers, 95.0th percentile of changes)peers: asset managers, $100M to $500M (732) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 2 to 3Jun 4, 2025 to Mar 31, 2026
- Advisory employees · 13 to 22Jun 4, 2025 to Mar 31, 2026
- BD registered reps · 14 to 18Jun 4, 2025 to Mar 31, 2026
- Pooled vehicle clients · 2 to 3Jun 4, 2025 to Mar 31, 2026
- Assets in custody · $279M to $286MJun 4, 2025 to Mar 31, 2026
- Employees · 17 to 22Jun 4, 2025 to Mar 31, 2026
- Private funds · 2 to 3Jun 4, 2025 to Mar 31, 2026
- Discretionary RAUM · $279M to $286MJun 4, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $279M to $286MJun 4, 2025 to Mar 31, 2026
- RAUM · $279M to $286MJun 4, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 4, 2025
- Advisory employees · 10 to 13Jul 23, 2024 to Mar 28, 2025
- BD registered reps · 8 to 14Jul 23, 2024 to Mar 28, 2025
- Assets in custody · $226M to $279MJul 23, 2024 to Mar 28, 2025
- Employees · 10 to 17Jul 23, 2024 to Mar 28, 2025
- Discretionary RAUM · $226M to $279MJul 23, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $226M to $279MJul 23, 2024 to Mar 28, 2025
- RAUM · $226M to $279MJul 23, 2024 to Mar 28, 2025
- Private funds · 4 to 2Jun 28, 2024 to Jul 23, 2024
Signals
1 dated events
- E••• G••••• A••••••• L•• filed its initial SEC registration (Form ADV)Jun 28, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E••• G••••• A••••••• L•• · Independent Sponsorsshared crd · capital_provider
- E••• G••••• A••••••• L•• · Private Equityshared crd · organization
- E••• G••••• A••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/eden-global-partners/aboutreportedpublic record, Form ADV, Mar 31, 2026
- Website
- e•••••.comreportedpublic record, Form ADV, Mar 31, 2026
- Principal office phone
- 212-466-6790reportedpublic 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