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SEC-registered adviser

E••••• C•••••• L•

Asset manager (funds and pooled vehicles)CRD 333910SEC 801-131599websiteIAPD
Latest filing Sep 3, 2026
First filing on the tape Nov 8, 2024 · 4 filings
SEC status approved since Dec 9, 2024
RAUM
$614M
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
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$614M as of Mar 27, 2026
Mar 31, 2025$375M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 31, 20250 then
Employees (5.A)2 as of Mar 27, 2026
Mar 31, 20252 then
Private funds1 as of Mar 27, 2026
Mar 31, 20251 then
RAUM +64% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Sep 3, 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
$205MderivedRAUM 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
+64%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
yesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$614M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • S••• L•••• · Founder, Chief Investment Officer And Limited Partnercontrol
        since 09/2024 · owns less than 5%
      • V••••••• E•••••• J••••• · Chief Operating Officer, Chief Financial Officer And Chief Compliance Officercontrol
        since 10/2024 · owns less than 5%
      • S••• L•••• · Managing Membercontrol
        since 09/2024 · owns 75% or more of E••••• C•••••• G•• L••
      Entity owners
      • E••••• C•••••• G•• L•• · General Partner
        direct · 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
      1 against comparable advisers; where to look, not conclusions
      • RAUM up 50 %Change between filings · filing Mar 27, 2026
        RAUM (Item 5.F) moved from $374,836,890 to $613,614,919 (+64.0%) between the annual amendments of 2025-03-31 and 2026-03-27; the peer median change was +8.0% (672 comparable advisers, 90.0th percentile of changes)
        peers: asset managers, $500M to $1B (672) · 90% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Financial planning clients · to unset
        Mar 27, 2026 to Sep 3, 2026
      • HQ city · to unset
        Mar 27, 2026 to Sep 3, 2026
      • HQ state · to unset
        Mar 27, 2026 to Sep 3, 2026
      • Private funds · 1 to unset
        Mar 27, 2026 to Sep 3, 2026
      • Succession · false to unset
        Mar 27, 2026 to Sep 3, 2026
      • Discretionary RAUM · $375M to $614M
        Mar 31, 2025 to Mar 27, 2026
      • Pooled vehicle RAUM · $375M to $614M
        Mar 31, 2025 to Mar 27, 2026
      • RAUM · $375M to $614M
        Mar 31, 2025 to Mar 27, 2026
      • Accounts · unset to 3.0
        Nov 8, 2024 to Mar 31, 2025
      • Pooled vehicle clients · unset to 3.0
        Nov 8, 2024 to Mar 31, 2025
      • Assets in custody · unset to 0.0
        Nov 8, 2024 to Mar 31, 2025
      • Custody of client assets · false to true
        Nov 8, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Nov 8, 2024 to Mar 31, 2025
      • HQ city · unset to
        Nov 8, 2024 to Mar 31, 2025
      • HQ state · unset to
        Nov 8, 2024 to Mar 31, 2025
      • Private funds · unset to 1
        Nov 8, 2024 to Mar 31, 2025
      • Discretionary RAUM · unset to 374836890.0
        Nov 8, 2024 to Mar 31, 2025
      • Non-discretionary RAUM · unset to 0.0
        Nov 8, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · unset to 374836890.0
        Nov 8, 2024 to Mar 31, 2025
      • RAUM · unset to 374836890.0
        Nov 8, 2024 to Mar 31, 2025
      Signals
      2 dated events
      • E••••• C•••••• L• reported RAUM $613.6M, up 64% from $374.8M (2025-03-31 to 2026-03-27)
        Mar 27, 2026 · RAUM change · derived
      • E••••• C•••••• L• filed its initial SEC registration (Form ADV)
        Nov 8, 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.
      How to reach
      public business contact points only, each with its source
      Website
      e•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      650-796-6466reportedpublic record, Form ADV, Sep 3, 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