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••••••• E••••• P•••••••• L••
Latest filing Jun 30, 2026
First filing on the tape Dec 22, 2023 · 8 filings
SEC status approved since Jan 22, 2024
RAUM
$212M
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
10
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$212M as of Jun 30, 2026
Feb 12, 2025$190M then
HNW client RAUM$0 as of Jun 30, 2026
Feb 12, 2025$0 then
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Feb 12, 20250 then
Employees (5.A)10 as of Jun 30, 2026
Feb 12, 20258 then
Private funds5 as of Jun 30, 2026
Feb 12, 20253 then
RAUM -16% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 30, 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
- $42.4MderivedRAUM 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
- -16%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
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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$212M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 5reported
- 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=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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E•••••• F••• I••• L• | Private Equity Fund | $60.0M | 17 | Dec 22, 2023 |
| E•••••• F••• I• L• | Private Equity Fund | $25.0M | 3 | Dec 22, 2023 |
| E••••••• E••••• P••••••• F••• I• L• | Private Equity Fund | $23.6M | 3 | Dec 22, 2023 |
Owners and control persons
Schedule A and B, latest filing
- C•••• A••••• J• · Cco, Cfocontrolsince 04/2024 · owns less than 5%
- D••••• P••••• C••••••••• · Partnercontrolsince 07/2022 · owns less than 5%
- D•••••••• I••• M•••••••• A•••••• · Partnercontrolsince 07/2022 · owns less than 5%
- M•••••• A••••••• W••••• · Managing Partner, Managing Membercontrolsince 07/2022 · owns less than 5%
- M•••••• A••••••• W••••• · Sole Ownercontrolsince 07/2022 · owns 75% or more of A• W• M••••• E••• L••
- M•••••• A••••••• W••••• · General Partner, Limited Partnercontrolsince 10/2023 · owns 50% to 75% of E••••••• S••••• L•
Entity owners
- E••••••• M••••••••• H•••••••• L• · Managing Memberdirect · owns 75% or more
- A• W• M••••• E••• L•• · General Partnerindirect · owns F of E••••••• S••••• L•
- A• W• M••••• E••• L•• · General Partnerindirect · owns F of E••••••• M••••••••• H•••••••• L•
- E••••••• S••••• L• · Limited Partnerindirect · owns F of E••••••• M••••••••• H•••••••• L•
Related persons
Schedule D 7.A
- E•••••• F••• •••• L••pooled vehicle sponsorn
- E••••••• E••••• P••••••• F••• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Private funds · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $252M to $212MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $252M to $212MMar 31, 2025 to Mar 31, 2026
- RAUM · $252M to $212MMar 31, 2025 to Mar 31, 2026
- Accounts · 3 to 4Feb 12, 2025 to Mar 31, 2025
- Advisory employees · 7 to 8Feb 12, 2025 to Mar 31, 2025
- Pooled vehicle clients · 3 to 4Feb 12, 2025 to Mar 31, 2025
- Employees · 8 to 10Feb 12, 2025 to Mar 31, 2025
- Financial planning clients · unset to Feb 12, 2025 to Mar 31, 2025
- Private funds · 3 to 4Feb 12, 2025 to Mar 31, 2025
- Discretionary RAUM · $190M to $252MFeb 12, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $190M to $252MFeb 12, 2025 to Mar 31, 2025
- RAUM · $190M to $252MFeb 12, 2025 to Mar 31, 2025
- HQ city · SANTA MONICA to LOS ANGELESSep 24, 2024 to Feb 12, 2025
- HQ city · LOS ANGELES to SANTA MONICAMay 31, 2024 to Sep 24, 2024
- Employees · 7 to 8Jan 19, 2024 to May 31, 2024
Signals
2 dated events
- J A•••• C••• (Cco, Cfo) appeared on Schedule A of E••••••• E••••• P•••••••• L••May 31, 2024 · Control person joined · fact
- E••••••• E••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Dec 22, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E••••••• E••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- E••••••• E••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/excolere-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- e•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 310-424-4700reportedpublic record, Form ADV, Jun 30, 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