ENERGIZE CAPITAL LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3James Murphy
President, Chief Operating OfficerCRD 6839131
Kathryn McClain
Partner, COOCRD 7635958
Michael Polsky
Founder & CEOCRD 6839127
Contacts
2 of 2JOHN TOUGH
Co-Founder & Managing PartnerCRD 4994300
JUAN MULDOON-LANDA
PartnerCRD 5694682
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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