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 fund manager organized as a limited liability company and registered with the SEC in 2023. The firm is positioned as a private markets manager—its classification lists private equity and venture capital activity and describes it as a multifaceted fund manager. Energize Capital serves institutional clients and focuses its advisory work on portfolio management for pooled investment vehicles rather than retail discretionary advice. The firm operates with a standard manager fee model (percentage of assets under management) coupled with performance-based fees and is structured to sponsor and act as general partner or managing member of the vehicles it runs. The firm is not identified as an active ESG investor and, according to the snapshot, is not designated as a multi-state adviser. Its ownership is listed as a domestic entity and/or individual.

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
  • James Murphy

    President, Chief Operating OfficerCRD 6839131

  • Kathryn McClain

    Partner, COOCRD 7635958

  • Michael Polsky

    Founder & CEOCRD 6839127

Contacts

2 of 2
  • JOHN TOUGH

    Co-Founder & Managing PartnerCRD 4994300

  • 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