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E••••••••• P•••••••

Former SEC-registered adviserFormer SEC adviser1 private funds· London

Former SEC-registered adviser, based in London, reporting $1.9B of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

Last reported RAUM
$1.9B
Form ADV
Private clients
19% of RAUM, $358M
Form ADV
See where advisers wentSee teams that moved
More
AdvisorsWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. No dated change on record yet.

Every filed figure, and the identifiersCRD 330798 · SEC 801-130517 · 2 filingsShow
CRD 330798SEC 801-130517Legal name E••••••••• P••••••• L••••••First filing on the tape May 21, 2024, latest Jul 16, 2024IAPD
RAUM
$1.9B
reported, Item 5.F
Discretionary
86%
of RAUM
Private clients
19%
$358M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
Not computed
derived; firm RAUM over IAPD count
Employees
30
18 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
$28.1M gross assets
History
2 filings and snapshots on the tape

Filed figures over time · the tape starts May 21, 2024

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$1.9B as of Jul 16, 2024
May 21, 2024$1.9B then
HNW client RAUM$358M as of Jul 16, 2024
May 21, 2024$358M then
State-registered IARs (5.B.3)0 as of Jul 16, 2024
May 21, 20240 then
Employees (5.A)30 as of Jul 16, 2024
May 21, 202430 then
Private funds1 as of Jul 16, 2024
May 21, 20241 then
Practice profile
derived from the filing of Jul 16, 2024; every figure names its basis
The rule behind each archetype, and every derived figureShow
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
$9.7MderivedHNW RAUM over HNW clients
Average account
$21.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
86%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
unknownderivedbetween 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, fixed fees, performance-basedreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 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
  • 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)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing

67% corporations and businesses, 20% high-net-worth individuals, and 1 other client type

The breakdown by client type, and the client counts3 client typesShow
  • Corporations and businesses$1.2B67%
  • High-net-worth individuals$358M20%
  • Pooled investment vehicles$224M13%
Individual clients
n/areported
HNW clients
37reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
87reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, performancereported
Class basis
absent from the latest SEC rosterderived
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      0 on IAPD today; the longest tenured first
      No representative is registered through this CRD on IAPD.
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      F••••••• C••••••••• A••••• F•••Other Private Fund$28.1M16May 21, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • A••••••••• T•••• · Co-Foundercontrol
        since 07/2019 · owns less than 5%
      • S•••••• J•••••• B•••••• · Ceo & Co-Foundercontrol
        since 07/2019 · owns less than 5%
      • S•••••• J•••••• B•••••• · Shareholdercontrol
        since 09/2018 · owns 25% to 50% of E••••••••• A•••• M••••••••• L••••••
      • A•••••• R••• · Head Of Legal & Compliance
        since 12/2022 · owns less than 5%
      • B••••• J•••• H••••• · Cfo
        since 12/2021 · owns less than 5%
      All 7 control persons
      • C••••• E•••••• A••••• R••••• · Cio
        since 06/2019 · owns less than 5%
      • G•••••• L••• E•••• · Coo
        since 04/2023 · owns less than 5%
      Entity owners
      • E••••••••• A•••• M••••••••• L•••••• · Parent Entity
        direct · owns 75% or more
      • D••••• C••••••• C•••••• L•••••• · Shareholder
        indirect · owns 50% to 75% of E••••••••• A•••• M••••••••• L••••••
      • K••••• I••••••••• L•••••• · Shareholder
        indirect · owns 75% or more of D••••• C••••••• C•••••• L••••••
      • T•• K••••• S••••••••• · Shareholder
        indirect · owns 75% or more of K••••• I••••••••• L••••••
      • H••• T•••••• ••••• L•••••• · T••••••
        indirect · owns F of T•• K••••• S•••••••••
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      1 dated events
      • ••• Locked
        May 21, 2024 · 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.
      Provenance
      Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show
      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
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026