ENHALUS CAPITAL, LP

RIASEC RegisteredEst. 2021
Total AUM
$786M
Discretionary
$786M
100% of AUM
Avg account
$112M
Accounts
7
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
313321
Registered since
April 14, 2021
Custodians
MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.37%
  • Other22.67%
  • Pension & Profit Sharing Plans7.96%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Enhalus Capital, LP is a limited partnership operating as a hedge fund manager and registered CPO/CTA. The firm focuses on institutional mandates and pooled investment vehicles, acting as sponsor/GP for multiple funds and providing portfolio management for businesses and institutions. Enhalus uses a fee mix that includes a percentage of assets under management plus performance-based fees, aligning compensation with performance outcomes. The firm’s positioning emphasizes liquid strategies but with meaningful allocations to third-party alternative managers. Its filings show a large cash buffer relative to managed SMA assets, indicating a conservative liquidity posture or a contingency allocation for opportunistic deployments. Enhalus is not an active ESG investor and is structured as a domestic entity; it began SEC registration in 2021.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 87%, Exchange Traded Equities 13%87%
  • Cash & Cash Equivalents87%
  • Exchange Traded Equities13%

Owners & executives

1 of 1
  • Ava Ramberg

    COO & CFOCRD 7350531

Contacts

2 of 2
  • Timothy Trenary

    Managing MemberCRD 7350606

  • Ari Press

    Co-FounderCRD 7350607

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
505 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth