Enhancing Capital LLC

RIASEC Registered

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 organized as an LLC and operates as a hedge fund manager that also provides portfolio management across individual, pooled vehicle and institutional clients. The firm is registered with the SEC (registered in 2017). Its client base spans high-net-worth individuals and families as well as institutional investors. Fee arrangements include both a percentage-of-AUM charge and performance-based fees consistent with hedge-fund economics. Enhancing Capital also performs insurance brokerage activities and lists accountant and insurance company relationships among its industry affiliations. The firm identifies as an active ESG investor, which appears to shape its manager selection and portfolio construction.