ENHANCED CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$786M
Discretionary
$526M
67% of AUM
Avg account
$21.2M
Accounts
37
Employees
37
Advisory reps
9

Firm details

Headquarters
NEW ORLEANS, Louisiana
CRD number
170236
Registered since
December 23, 2013
Custodians
CAPITAL ONE, N.A., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles63.96%
  • Other34.34%
  • HNWI1.33%
  • Insurance Companies0.27%
  • State / Municipal Government0.1%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Enhanced Capital Partners, LLC is an SEC-registered investment adviser formed in 2013 and organized as a limited liability company. The firm is classified as a hedge fund adviser and serves both individual/family clients and institutional investors. It provides discretionary portfolio management across individual accounts, pooled investment vehicles, and institutional/business mandates. Fee arrangements include asset-based fees and performance-based compensation. The adviser is not designated as an active ESG investor and is not identified as a multi-state adviser on its filing. Filings also list the firm in roles beyond advisory — including broker-dealer relationships and acting as sponsor or general partner/manager of pooled vehicles.

Assets & Accounts

Investments & Alternatives

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • MICHAEL KORENGOLD

    President, CEOCRD 6026760

  • SHANE MCCARTHY

    Chief Financial OfficerCRD 6026769

  • David Huston

    Chief Financial Officer & Chief Compliance OfficerCRD 6774909

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Contacts

3 of 5
  • MATTHEW MCCLOSKEY

    MemberCRD 2913920

  • Thomas Goodrum

    CRD 4842328

  • RICHARD JENSEN

    Head of StrategyCRD 3247131

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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

NEW ORLEANS, LA

ORLEANS

Location

NEW ORLEANS, LA

Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
ORLEANS
Address
201 Saint Charles Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth