ENTERPRISE INVESTORS

RIASEC RegisteredEst. 2012
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$140M
Accounts
9
Employees
36
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
160833
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Enterprise Investors is a corporate private equity adviser focused on managing pooled investment vehicles for institutional clients. Registered with the SEC in 2012, the firm acts as sponsor and general partner on closed-ended funds and concentrates on private equity strategies alongside direct private placements and commodity- and energy-related exposures. Its advisory model centers on portfolio management for pooled vehicles; fee terms combine a percentage-of-AUM management fee with performance-based fees to align interests with limited partners. The firm identifies as an active ESG investor, incorporating environmental, social and governance factors into underwriting and ongoing portfolio oversight. Enterprise Investors’ client base is institutional, and its business activity is weighted toward originating, structuring and managing private funds rather than acting as a retail wealth manager. As an operator of pooled vehicles, the firm runs fund-level governance, capital calling and LP reporting, and it serves both as investment manager and sponsor/GP for the vehicles it advises.

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

1 of 1
  • TADEUSZ GALKOWSKI

    Chief Financial OfficerCRD 6027854

Contacts

3 of 9
  • Michal Kedzia

    PartnerCRD 7087953

  • JASON MARTIN

    Founder & PresidentCRD 6299000

  • RAFAL BATOR

    PartnerCRD 6027850

Unlock 6 more contacts

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

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
445 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth