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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
E•••••• C••••••
Asset manager (funds and pooled vehicles)Conshohocken, PennsylvaniaCRD 318664SEC 801-126452websiteIAPD
Legal name E•••••• C•••••• A•••••••• L••
Latest filing Mar 24, 2026
First filing on the tape Jul 27, 2022 · 10 filings
SEC status approved since Aug 31, 2022
RAUM
$1.5B
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
11
9 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$1.5B as of Mar 24, 2026
Mar 29, 2023$498M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 24, 2026
Mar 29, 20230 then
Employees (5.A)11 as of Mar 24, 2026
Mar 29, 202316 then
Private funds: no history
RAUM +361% over the last fiscal year+43% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 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
- $363MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +361%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
- $1.5B, 4 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$1.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.5B for 4 clientsreported
- 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G•••• R••••• J•••••• · Cfocontrolsince 07/2019 · owns less than 5%
- G••••••••• S•••••• J•• · Ceocontrolsince 07/2019 · owns 10% to 25%
- G••••••••• J•••••• E••••• · Vice President Operationscontrolsince 07/2019 · owns less than 5%
- L•••••• J•••••• G•••••• · Chairmancontrolsince 01/2022 · owns 25% to 50%
- S••••••• D•••••• H••• · Ownercontrolsince 05/2000 · owns 50% to 75% of G• S•••••• L••
- S••••••• M••••••• J••••• · Ownercontrolsince 05/2000 · owns 50% to 75% of G• S•••••• L••
- B•••••••• M••••• R••• · Chief Compliance Officersince 09/2023 · owns less than 5%
- M•••••• J••••• G•••••• · Member/Ownersince 07/2019 · owns 10% to 25%
Entity owners
- E••• L••• · Shareholderindirect · owns 50% to 75% of E•••••• R••• E••••• L•••
- E•••••• R••• E••••• L••• · Ownerindirect · owns 75% or more of E•••••• A•••••• I•••
- G• S•••••• L•• · Shareholderindirect · owns 50% to 75% of E••• L•••
- E•••••• A•••••• I••• · Ownerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- A••••• I•• M•••••••••pooled vehicle sponsorn
- A••••• I• M••••••••• L••pooled vehicle sponsorn
- A••••••• L••••••• F••• I•• G•pooled vehicle sponsorn
- A••••••• L••••••• F••• I• M••••••••• L••pooled vehicle sponsorn
- E•••••• A••••••pooled vehicle sponsorn
- E•••••• A•••••• H••••••••• A•• L••pooled vehicle sponsorn
- E••• I• M••••••••• L••pooled vehicle sponsorn
- E••• M••••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Lake Park, FL1 employees
- Tampa, FL1 employees
- Tel Aviv-Yafo, Israel1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 24, 2026RAUM (Item 5.F) moved from $315,368,000 to $1,453,767,459 (+361.0%) between the annual amendments of 2025-03-31 and 2026-03-24; the peer median change was +11.0% (1368 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 99% percentile
What changed
consecutive filings, newest first
- Assets in custody · $315M to $1.5BSep 11, 2025 to Mar 24, 2026
- Employees · 13 to 11Sep 11, 2025 to Mar 24, 2026
- Discretionary RAUM · $315M to $1.5BSep 11, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $315M to $1.5BSep 11, 2025 to Mar 24, 2026
- RAUM · $315M to $1.5BSep 11, 2025 to Mar 24, 2026
- Financial planning clients · 0 to 0Jul 30, 2025 to Sep 11, 2025
- Related adviser · true to falseJul 30, 2025 to Sep 11, 2025
- Related adviser · false to trueMar 31, 2025 to Jul 30, 2025
- Advisory employees · 6 to 9Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $593M to $315MMar 29, 2024 to Mar 31, 2025
- Employees · 14 to 13Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $593M to $315MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $593M to $315MMar 29, 2024 to Mar 31, 2025
- RAUM · $593M to $315MMar 29, 2024 to Mar 31, 2025
- Advisory employees · 9 to 6Sep 29, 2023 to Mar 29, 2024
- Assets in custody · $498M to $593MSep 29, 2023 to Mar 29, 2024
- Employees · 16 to 14Sep 29, 2023 to Mar 29, 2024
- HQ city · TAMPA to CONSHOHOCKENSep 29, 2023 to Mar 29, 2024
- HQ state · FL to PASep 29, 2023 to Mar 29, 2024
- Other offices · 2 to 3Sep 29, 2023 to Mar 29, 2024
- Discretionary RAUM · $498M to $593MSep 29, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $498M to $593MSep 29, 2023 to Mar 29, 2024
- RAUM · $498M to $593MSep 29, 2023 to Mar 29, 2024
- Assets in custody · unset to 498345975.0Aug 25, 2022 to Mar 29, 2023
- Custody of client assets · false to trueAug 25, 2022 to Mar 29, 2023
- Other offices · 3 to 2Aug 25, 2022 to Mar 29, 2023
- Discretionary RAUM · $529M to $498MAug 25, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $529M to $498MAug 25, 2022 to Mar 29, 2023
- RAUM · $529M to $498MAug 25, 2022 to Mar 29, 2023
Signals
3 dated events
- E•••••• C•••••• reported RAUM $1.5B, up 361% from $315.4M (2025-09-11 to 2026-03-24)Mar 24, 2026 · RAUM change · derived
- E•••••• C•••••• reported RAUM $315.4M, down 47% from $593.1M (2024-03-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- E•••••• C•••••• filed its initial SEC registration (Form ADV)Jul 27, 2022 · 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
- electracapital.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (610) 977-2000reportedpublic record, Form ADV, Mar 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