ENHANCING CAPITAL LLC

RIASEC RegisteredEst. 2017

Total AUM

$368M

Discretionary

$368M

100% of AUM

Avg account

$6.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: HARRISBURG, Pennsylvania
CRD number: 290018
Registered since: October 25, 2017
Website: enhancingcapital.com
Custodians: CHARLES SCHWAB & CO., INC., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Insurance Companies83.37%
Corporations / Businesses8.36%
Pooled Investment Vehicles5.89%
HNWI1.23%
Individuals0.8%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Enhancing Capital LLC is a Delaware-style limited liability company operating as an SEC-registered hedge fund adviser since 2017. The firm serves both individual and family clients as well as institutional investors, offering portfolio management across individual/small business accounts, pooled investment vehicles, and institutional/business mandates. Its advisory fees combine a percentage-of-assets model with performance-based fees. Enhancing Capital also performs insurance-broker activities and reports being an active ESG investor. The firm does not identify as a capital allocator and is not a multistate adviser. Its business mix suggests a hybrid private-manager and adviser role: it sponsors at least one private hedge fund while also placing client assets into third-party alternative managers and mutual funds.