Energize Capital LLC

RIASEC RegisteredEst. 2023
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$64.1M
Accounts
26
Employees
26
Advisory reps
5

Firm details

Headquarters
Chicago, Illinois
CRD number
289047
Registered since
November 28, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Energize Capital LLC is a privately organized fund manager that runs venture capital and private equity strategies. Set up as a limited liability company and registered with the SEC in 2023, the firm serves institutional clients and acts as sponsor/GP and managing member for pooled investment vehicles. Its advisory work is focused on portfolio management for pooled vehicles rather than bespoke wealth management, and its fee model combines a percentage-of-assets charge with performance-based fees. The firm does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Michael Polsky

    Michael Polsky

    Founder & CEOCRD 6839127

  • James Murphy

    James Murphy

    President, Chief Operating OfficerCRD 6839131

  • Kathryn McClain

    Kathryn McClain

    Partner, COOCRD 7635958

Contacts

2 of 2
  • John Tough

    John Tough

    Co-Founder & Managing PartnerCRD 4994300

  • Juan Muldoon-landa

    Juan Muldoon-landa

    PartnerCRD 5694682

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth