PARTNERS ENTERPRISE CAPITAL LLC

RIASEC RegisteredEst. 2019
Total AUM
$13.5B
Discretionary
$0
0% of AUM
Avg account
$6.7B
Accounts
2
Employees
37
Advisory reps
6

Firm details

Headquarters
CHICAGO, Illinois
CRD number
304667
Registered since
October 2, 2019
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Partners Enterprise Capital LLC is a privately held limited liability company that registered with the SEC in 2019 and operates as a manager of private equity funds. The firm serves institutional clients and focuses its advisory activity on portfolio management for pooled investment vehicles. It reports an owner structure of one or more individuals and states it is not a capital allocator. Compensation includes performance-based fees (and other fee components). Partners Enterprise Capital does not describe itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • DANIEL SCHULTE

    Chief Executive OfficerCRD 5927860

  • MICHAEL KEESEY

    Chief Financial OfficerCRD 5887587

Contacts

3 of 4
  • RACHEL ROZMARYNOWSKI

    Senior Managing DirectorCRD 7159045

  • JAMES LUKAS

    Senior Managing DirectorCRD 2219600

  • DAVID GOTTSCHALL

    Senior Managing DirectorCRD 6317124

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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

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
215 N Peoria St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth