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••••••• C••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Jun 29, 2023 · 7 filings
SEC status approved since Aug 1, 2023
RAUM
$2.7B
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
16
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
14
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$2.7B as of Mar 31, 2026
Mar 27, 2024$334M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20240 then
Employees (5.A)16 as of Mar 31, 2026
Mar 27, 20247 then
Private funds14 as of Mar 31, 2026
Mar 27, 20245 then
RAUM +357% 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
- $194MderivedRAUM 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
- +357%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
- $2.7B, 14 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.7B for 14 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E•• C• S••• L•• | Private Equity Fund | $154M | 28 | Jun 29, 2023 |
| E•• C• S••• L•• | Private Equity Fund | $53.5M | 25 | Jun 29, 2023 |
| E•• H• S••• L•• | Private Equity Fund | $45.5M | 23 | Jun 29, 2023 |
| E•• R• S••• L•• | Private Equity Fund | $42.0M | 24 | Jun 29, 2023 |
| E•• G• S••• L•• | Private Equity Fund | $24.0M | 25 | Jun 29, 2023 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• B••••• S••••• · Chief Executive Officercontrolsince 12/2021 · owns less than 5%
- C••••••• B••••• S••••• · Membercontrolsince 12/2021 · owns 75% or more of E•• P•••••••• L••
- M•••••• J••••••• L•• · Chief Financial Officer, Chief Compliance Officersince 12/2021 · owns less than 5%
Entity owners
- E•• P•••••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- employee count surgeChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 10.0 to 16.0 (+60.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1109 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (1,109) · 99% percentile
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 8.0 to 14.0 (+75.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1022 comparable advisers, 98.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 98% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $594,789,937 to $2,717,299,333 (+357.0%) between the annual amendments of 2025-03-31 and 2026-03-31; 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
- Accounts · 8 to 14Oct 6, 2025 to Mar 31, 2026
- Advisory employees · 8 to 11Oct 6, 2025 to Mar 31, 2026
- Business name · E•• P••••••• C••••••• L•• to E•• P••••••• C••••••• L•Oct 6, 2025 to Mar 31, 2026
- Pooled vehicle clients · 8 to 14Oct 6, 2025 to Mar 31, 2026
- Assets in custody · $595M to $2.7BOct 6, 2025 to Mar 31, 2026
- Employees · 10 to 16Oct 6, 2025 to Mar 31, 2026
- Private funds · 8 to 14Oct 6, 2025 to Mar 31, 2026
- Discretionary RAUM · $595M to $2.7BOct 6, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $595M to $2.7BOct 6, 2025 to Mar 31, 2026
- RAUM · $595M to $2.7BOct 6, 2025 to Mar 31, 2026
- Legal name · E•• P••••••• C••••••• L•• to E•• P••••••• C••••••• L•Mar 31, 2025 to Oct 6, 2025
- Organization form · Limited Liability Company to Limited PartnershipMar 31, 2025 to Oct 6, 2025
- Accounts · 5 to 8Apr 29, 2024 to Mar 31, 2025
- Advisory employees · 7 to 8Apr 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 5 to 8Apr 29, 2024 to Mar 31, 2025
- Assets in custody · $334M to $595MApr 29, 2024 to Mar 31, 2025
- Employees · 7 to 10Apr 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Apr 29, 2024 to Mar 31, 2025
- Private funds · 5 to 8Apr 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $334M to $595MApr 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $334M to $595MApr 29, 2024 to Mar 31, 2025
- RAUM · $334M to $595MApr 29, 2024 to Mar 31, 2025
- Advisory employees · 5 to 7Sep 8, 2023 to Mar 27, 2024
- Assets in custody · $200M to $334MSep 8, 2023 to Mar 27, 2024
- Discretionary RAUM · $201M to $334MSep 8, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $201M to $334MSep 8, 2023 to Mar 27, 2024
- RAUM · $201M to $334MSep 8, 2023 to Mar 27, 2024
Signals
4 dated events
- E•• P••••••• C••••••• L• reported RAUM $2.7B, up 357% from $594.8M (2025-10-06 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- E•• P••••••• C••••••• L• reported RAUM $594.8M, up 78% from $334.5M (2024-04-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- E•• P••••••• C••••••• L• reported RAUM $334.5M, up 66% from $201.1M (2023-09-08 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- E•• P••••••• C••••••• L•• filed its initial SEC registration (Form ADV)Jun 29, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E•• P••••••• C••••••• L• · Independent Sponsorsshared crd · capital_provider
- E•• P••••••• C••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/eir-partners/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- eirpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (305) 290-3001reportedpublic 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