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••••• G••••• L•••
Latest filing Sep 4, 2026
First filing on the tape Mar 29, 2024 · 6 filings
SEC status approved since Apr 30, 2024
RAUM
$419M
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
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$419M as of Mar 31, 2026
Mar 31, 2025$248M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20250 then
Employees (5.A)16 as of Mar 31, 2026
Mar 31, 20256 then
Private funds5 as of Mar 31, 2026
Mar 31, 20254 then
RAUM +69% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Sep 4, 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
- $83.9MderivedRAUM 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
- +69%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
- $12.4M, 5 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)
- 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)
- a related person has custody of client cash (9.B.1.a)
- 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$419M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $12.4M for 5 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E••••• I••••••••• F••• I• L••• | Private Equity Fund | $177M | 8 | Aug 28, 2024 |
| E••••• I••••••••• F••• I••• L••• | Private Equity Fund | $10.0M | 3 | Aug 28, 2024 |
| E••••• I••••••••• E•••••••• F•••• L••• | Private Equity Fund | $4.5M | 8 | Aug 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C•••• P••••••• L•••••• · Limited Partner, Managing Partnercontrolsince 08/2023 · owns less than 5%
- D••••• R•••• J•••• · Limited Partner, Managing Partner, Chief Compliance Officercontrolsince 08/2023 · owns less than 5%
- C•••• P••••••• L•••••• · Managing Membercontrolsince 12/2023 · owns 50% to 75% of E••••• G••••• L••
- C•••• P••••••• L•••••• · Limited Partnercontrolsince 08/2024 · owns 25% to 50% of E••••• G•••• H••••••• L•
- D••••• R•••• J•••• · Limited Partnercontrolsince 08/2024 · owns 25% to 50% of E••••• G•••• H••••••• L•
- D••••• R•••• J•••• · Managing Membercontrolsince 12/2023 · owns 50% to 75% of E••••• G••••• L••
Entity owners
- E••••• G•••• H••••••• L• · Limited Partnerdirect · owns 75% or more
- E••••• G••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- E••••• I••••••••• G• I• 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
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $248,124,368 to $419,422,918 (+69.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1147 comparable advisers, 94.0th percentile of changes)peers: asset managers, $100M to $500M (1,147) · 94% percentile
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 31, 2026 to Sep 4, 2026
- Private funds · 5 to unsetMar 31, 2026 to Sep 4, 2026
- Succession · false to unsetMar 31, 2026 to Sep 4, 2026
- Accounts · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 5 to 10Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $1.6M to $12.4MMar 31, 2025 to Mar 31, 2026
- Employees · 6 to 16Mar 31, 2025 to Mar 31, 2026
- Private funds · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $248M to $419MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $248M to $419MMar 31, 2025 to Mar 31, 2026
- RAUM · $248M to $419MMar 31, 2025 to Mar 31, 2026
- Accounts · 3 to 4Sep 18, 2024 to Mar 31, 2025
- Advisory employees · 4 to 5Sep 18, 2024 to Mar 31, 2025
- Pooled vehicle clients · 3 to 4Sep 18, 2024 to Mar 31, 2025
- Assets in custody · $192M to $1.6MSep 18, 2024 to Mar 31, 2025
- Employees · 4 to 6Sep 18, 2024 to Mar 31, 2025
- Financial planning clients · unset to Sep 18, 2024 to Mar 31, 2025
- Private funds · 3 to 4Sep 18, 2024 to Mar 31, 2025
- Discretionary RAUM · $192M to $248MSep 18, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $192M to $248MSep 18, 2024 to Mar 31, 2025
- RAUM · $192M to $248MSep 18, 2024 to Mar 31, 2025
- HQ city · unset to BOSTONAug 28, 2024 to Sep 18, 2024
- HQ state · unset to MAAug 28, 2024 to Sep 18, 2024
- Accounts · unset to 3.0Mar 29, 2024 to Aug 28, 2024
- Advisory employees · 2 to 4Mar 29, 2024 to Aug 28, 2024
- Pooled vehicle clients · unset to 3.0Mar 29, 2024 to Aug 28, 2024
- Assets in custody · unset to 191950000.0Mar 29, 2024 to Aug 28, 2024
- Custody of client assets · false to trueMar 29, 2024 to Aug 28, 2024
- Employees · 2 to 4Mar 29, 2024 to Aug 28, 2024
- Private funds · unset to 3Mar 29, 2024 to Aug 28, 2024
- Discretionary RAUM · unset to 191950000.0Mar 29, 2024 to Aug 28, 2024
- Non-discretionary RAUM · unset to 0.0Mar 29, 2024 to Aug 28, 2024
- Pooled vehicle RAUM · unset to 191950000.0Mar 29, 2024 to Aug 28, 2024
- RAUM · unset to 191950000.0Mar 29, 2024 to Aug 28, 2024
- Related bank · false to trueMar 29, 2024 to Aug 28, 2024
Signals
2 dated events
- E••••• G••••• L••• reported RAUM $419.4M, up 69% from $248.1M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- E••••• G••••• L••• filed its initial SEC registration (Form ADV)Mar 29, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- E••••• G••••• L••• · Independent Sponsorsshared crd · capital_provider
- E••••• G••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- e•••••.investmentsreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 781-208-2409reportedpublic record, Form ADV, Sep 4, 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