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••• R•••• C•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Houston, TexasCRD 326859SEC 801-129143websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Nov 1, 2023 · 9 filings
SEC status approved since Dec 15, 2023
RAUM
$1.9B
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
15
9 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
16
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$1.9B as of Mar 31, 2026
Mar 28, 2024$1.6B then
HNW client RAUM$0 as of Mar 31, 2026
Mar 28, 2024$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20240 then
Employees (5.A)15 as of Mar 31, 2026
Mar 28, 202415 then
Private funds16 as of Mar 31, 2026
Mar 28, 202413 then
RAUM -0.8% 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
$121MderivedRAUM 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
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
-0.8%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
$1.9B, 16 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
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • 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 testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.9B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
16reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$1.9B for 16 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=true 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
      13 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • D••••• A•••• E•••••••• · Co-Founder And Managing Partnercontrol
        since 10/2023 · owns less than 5%
      • N••••• T••••••• D•••• · General Counselcontrol
        since 04/2024 · owns less than 5%
      • S••••••• E•••• J••••••• · Co-Founder And Managing Partnercontrol
        since 10/2023 · owns less than 5%
      • S••••••• S•••••• T••••• · Chief Compliance Officercontrol
        since 10/2023 · owns less than 5%
      • D••••• A•••• E•••••••• · Member/Managercontrol
        since 09/2023 · owns 50% to 75% of E••• R•••• G•• L••
      • S••••••• E•••• J••••••• · Member/Managercontrol
        since 09/2023 · owns 50% to 75% of E••• R•••• G•• L••
      Entity owners
      • E••• R•••• C•••••• P•••••••• L•• · Sole Member
        direct · owns 75% or more
      • E••• R•••• C••••• L•• · Member/Manager
        indirect · owns 50% to 75% of E••• R•••• E••••• C••••••• L••
      • E••• R•••• E••••• C••••••• L•• · Member/Manager
        indirect · owns F of E••• R•••• C•••••• P•••••••• L••
      • E••• R•••• F••• L•• · Member/Manager
        indirect · owns 50% to 75% of E••• R•••• E••••• C••••••• L••
      • E••• R•••• G•• L•• · General Partner
        indirect · owns 75% or more of E••• R•••• G••••• L•
      • E••• R•••• G••••• L• · Member/Manager
        indirect · owns 75% or more of E••• R•••• F••• L••
      • E••• R•••• G••••• L• · Member/Manager
        indirect · owns 75% or more of E••• R•••• C••••• L••
      Related persons
      Schedule D 7.A
      • E••• R•••• C••••• P•••••••• L••
        pooled vehicle sponsory
      • E••• R•••• D• V• P•••••••• L••
        pooled vehicle sponsory
      • E••• R•••• P••••••• V• L•••
        pooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      • Evanston, IL3 employees
      What changed
      consecutive filings, newest first
      • Accounts · 14 to 16
        Jul 3, 2025 to Mar 31, 2026
      • Advisory employees · 8 to 9
        Jul 3, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 14 to 16
        Jul 3, 2025 to Mar 31, 2026
      • Assets in custody · $2.0B to $1.9B
        Jul 3, 2025 to Mar 31, 2026
      • Private funds · 14 to 16
        Jul 3, 2025 to Mar 31, 2026
      • Discretionary RAUM · $2.0B to $1.9B
        Jul 3, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $2.0B to $1.9B
        Jul 3, 2025 to Mar 31, 2026
      • RAUM · $2.0B to $1.9B
        Jul 3, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        May 19, 2025 to Jul 3, 2025
      • Accounts · 13 to 14
        Dec 11, 2024 to Mar 31, 2025
      • Advisory employees · 10 to 8
        Dec 11, 2024 to Mar 31, 2025
      • Pooled vehicle clients · 13 to 14
        Dec 11, 2024 to Mar 31, 2025
      • Assets in custody · $1.6B to $2.0B
        Dec 11, 2024 to Mar 31, 2025
      • Private funds · 13 to 14
        Dec 11, 2024 to Mar 31, 2025
      • Discretionary RAUM · $1.6B to $2.0B
        Dec 11, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $1.6B to $2.0B
        Dec 11, 2024 to Mar 31, 2025
      • RAUM · $1.6B to $2.0B
        Dec 11, 2024 to Mar 31, 2025
      • Related adviser · true to false
        Dec 11, 2024 to Mar 31, 2025
      • Related bank · false to true
        Dec 11, 2024 to Mar 31, 2025
      • Accounts · unset to 13.0
        Nov 1, 2023 to Mar 28, 2024
      • Charity clients · unset to 0.0
        Nov 1, 2023 to Mar 28, 2024
      • Corporate clients · unset to 0.0
        Nov 1, 2023 to Mar 28, 2024
      • HNW clients · unset to 0.0
        Nov 1, 2023 to Mar 28, 2024
      • Individual clients · unset to 0.0
        Nov 1, 2023 to Mar 28, 2024
      • Pension plan clients · unset to 0.0
        Nov 1, 2023 to Mar 28, 2024
      • Pooled vehicle clients · unset to 13.0
        Nov 1, 2023 to Mar 28, 2024
      • Assets in custody · unset to 1603962293.0
        Nov 1, 2023 to Mar 28, 2024
      • Custody of client assets · false to true
        Nov 1, 2023 to Mar 28, 2024
      • Private funds · unset to 13
        Nov 1, 2023 to Mar 28, 2024
      • Discretionary RAUM · unset to 1603962293.0
        Nov 1, 2023 to Mar 28, 2024
      • HNW RAUM · unset to 0.0
        Nov 1, 2023 to Mar 28, 2024
      • Individual RAUM · unset to 0.0
        Nov 1, 2023 to Mar 28, 2024
      • Non-discretionary RAUM · unset to 0.0
        Nov 1, 2023 to Mar 28, 2024
      • Pension RAUM · unset to 0.0
        Nov 1, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · unset to 1603962293.0
        Nov 1, 2023 to Mar 28, 2024
      • RAUM · unset to 1603962293.0
        Nov 1, 2023 to Mar 28, 2024
      Signals
      2 dated events
      • David Timothy Nolan (General Counsel) appeared on Schedule A of E••• R•••• C•••••• M••••••••• L••
        Apr 29, 2024 · Control person joined · fact
      • E••• R•••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
        Nov 1, 2023 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/eldariverreportedpublic record, Form ADV, Sep 18, 2026
      Website
      e••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      346 614 4250reportedpublic 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