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 an SEC-registered limited liability company (registration year 2017) that operates with a hedge-fund classification while providing discretionary portfolio management across client types. The firm serves individual and family clients as well as institutional mandates, and it manages both separate accounts and pooled vehicles. Its advisory work includes portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Enhancing Capital also conducts insurance-broker activities and lists industry affiliations with accounting and insurance firms. The firm identifies as an active ESG investor. Enhancing Capital is structured as a domestic entity with individual ownership characteristics. It is not a capital allocator, not a multi-state adviser, and does not present as a related adviser or pension consultant in the available data.