ENTERPRISE VALUE CAPITAL MANAGEMENT, LLC

Overview

Enterprise Value Capital Management, LLC is a small independent advisory firm that provides portfolio management primarily for individuals and small businesses. The firm’s investment posture is equity‑oriented: exchange‑traded equities are the dominant allocation and the firm expresses a clear preference for equity exposure in client portfolios. The business model combines traditional percentage‑of‑AUM billing with performance‑based fees, indicating they manage both fee‑based SMAs and performance‑linked mandates for a subset of clients. Enterprise Value Capital Management, LLC does not position itself as an active ESG investor and appears focused on direct market exposure rather than thematic or ESG‑first strategies. Given the asset base and account mix, the firm runs concentrated, discretionary accounts and uses custodial platforms to hold liquid public securities. Advisory activities are centered on portfolio management for individuals and small business clients rather than institutional pension consulting or family office management, although they do work with higher‑net‑worth households given the average client size.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices