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••••••• S•• A•••••••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 334010SEC 801-131605websiteIAPD
Legal name E••••••• S•• A•••••••• L••
Latest filing May 13, 2026
First filing on the tape Nov 11, 2024 · 5 filings
SEC status approved since Feb 14, 2025
RAUM
$201M
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
292
110 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
2
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$201M as of May 13, 2026
Jan 22, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 13, 2026
Jan 22, 20250 then
Employees (5.A)292 as of May 13, 2026
Jan 22, 2025187 then
Private funds2 as of May 13, 2026
Mar 31, 20262 then
RAUM n/a over the last fiscal yearIARs 0 to 0offices 2 to 9
Practice profile
derived from the filing of May 13, 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
$100MderivedRAUM 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
unknownderived10 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, performance-basedreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$23.3M, 2 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$201M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$23.3M for 2 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true 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
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • B••••••• D•••••• J•••• · Authorized Personcontrol
        since 11/2024 · owns less than 5%
      • M••••••• A••••••• D•••• · Authorized Personcontrol
        since 11/2024 · owns less than 5%
      • B•••••• T•••• L••••••• · Membercontrol
        since 11/2014 · owns 75% or more of N•• C•••••• L••
      • V•• Z••••• R••••• D•••• · Chief Compliance Officer
        since 11/2024 · owns less than 5%
      Entity owners
      • E••••••• A• H••••••• L•• · Member
        direct · owns 75% or more
      • E••••••• I••••••••• L•• · Member
        indirect · owns 75% or more of E••••••• A• H••••••• L••
      • N•• C•••••• L•• · Member
        indirect · owns 75% or more of S•• I•••••••• L••
      • S•• I•••••••• L•• · Member
        indirect · owns 75% or more of E••••••• I••••••••• L••
      Related persons
      Schedule D 7.A
      Offices
      Schedule D 1.F, the 25 largest
      • Be••••• Hills, CA1 employees
      • Greenwich, CT1 employees
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • employee count surgeChange between filings · filing Mar 31, 2026
        employees (Item 5.A) moved from 187.0 to 292.0 (+56.0%) between the annual amendments of 2025-01-22 and 2026-03-31; the peer median change was 0.0% (393 comparable advisers, 98.0th percentile of changes)
        peers: asset managers, $100M to $500M (393) · 98% percentile
      What changed
      consecutive filings, newest first
      • Accounts · 0 to 2
        Jun 13, 2025 to Mar 31, 2026
      • Advisory employees · 8 to 110
        Jun 13, 2025 to Mar 31, 2026
      • Pooled vehicle clients · unset to 2.0
        Jun 13, 2025 to Mar 31, 2026
      • Assets in custody · unset to 23323624.0
        Jun 13, 2025 to Mar 31, 2026
      • Custody of client assets · false to true
        Jun 13, 2025 to Mar 31, 2026
      • Employees · 187 to 292
        Jun 13, 2025 to Mar 31, 2026
      • Other offices · 3 to 9
        Jun 13, 2025 to Mar 31, 2026
      • Private funds · unset to 2
        Jun 13, 2025 to Mar 31, 2026
      • Discretionary RAUM · $0 to $201M
        Jun 13, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · unset to 200880106.0
        Jun 13, 2025 to Mar 31, 2026
      • RAUM · $0 to $201M
        Jun 13, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Jan 22, 2025 to Jun 13, 2025
      • Other offices · 2 to 3
        Jan 22, 2025 to Jun 13, 2025
      Signals
      2 dated events
      • E••••••• S•• A••••••• reported 9 offices beyond its principal office, up from 3 (2025-06-13 to 2026-03-31)
        Mar 31, 2026 · Office count change · derived
      • E••••••• S•• A••••••• filed its initial SEC registration (Form ADV)
        Nov 11, 2024 · ria f•••• adv filing · 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/eldridgelinkedinreportedpublic record, Form ADV, Sep 19, 2026
      Website
      e•••••••.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      (212) 895-2000reportedpublic record, Form ADV, May 13, 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