Partners Enterprise Capital LLC is a large advisory firm based in Chicago. It manages $7.33 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Illinois and Iowa.
Partners Enterprise Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Partners Enterprise Capital LLC is $7.33 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Partners Enterprise Capital LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Partners Enterprise Capital is pooled investment vehicles with 1 clients and $7.33 billion of assets under management. Among the 8 most similar advisory firms, Partners Enterprise Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $7.33 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Partners Enterprise Capital also advises several private funds. Namely, one private equity fund.
The company employs 19 people that are either part- or full-time employees. 37 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Peter Marcus Poggioli has served as the Chief Investment Officer since 1 Aug 2018 and Daniel Mark Schulte is the Chief Executive Officer of Partners Enterprise Capital LLC family office. James Clement Lukas joined the executive team most recently as the General Counsel, Managing Director, And Chief Compliance Officer.
The principal office where Partners Enterprise Capital LLC performs its advisory services is located at 150 N Riverside Plaza, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in Des Moines, IA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-858-3370. The normal business hours are 9:00 - 5:00pm on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/partners-enterprise-capital/ and its LinkedIn profile.