Enhanced Investment Technologies Inc (Palm Beach Gardens)

Name: Enhanced Investment Technologies Inc
Address: 2401 Pga Boulevard, Suite 200, Palm Beach Gardens, FL, 33410
Telephone: 561-775-1100

Enhanced Investment Technologies Inc is a large advisory firm based in Palm Beach Gardens. It manages $5.41 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, Indiana, New Jersey, and Oklahoma.

Enhanced Investment Technologies provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Enhanced Investment Technologies: assets under management

The assets under management (AUM) of Enhanced Investment Technologies Inc is $5.41 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.41 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $154.46 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Enhanced Investment Technologies Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Enhanced Investment Technologies Inc

Paul Lowenstein has been acting as President since 1 May 1996. Jack Warren Gaston joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. The Prudential Asset Management Company	Shareholder	1 Mar 1986	75% - 100%	22-2250816
Robert Andrew Garvy	Director, president & ceo	1 Jan 1991	Other	218478
Erhard Robert Fernholz	Exec v.p., director & cio	1 Jan 1991	Other	1082443
David Evan Hurley	Senior vp, cco & coo	1 Jan 1991	Other	253694
Paul Lowenstein	Director	1 May 1996	Other	1521359
Jack Warren Gaston	Director	1 Sep 2000	Other	2404523
Kevin Charles Uebelein	Director	1 Sep 2000	Other	1557685

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
The Prudential Investment Corporation	Shareholder	1 Jun 1984	75% - 100%	22-2540245
The Prudential Asset Management Holding Company	Shareholder	1 Jun 2000	75% - 100%	22-3734538
The Prudential Insurance Company Of America	Shareholder	1 Jun 2000	75% - 100%	22-1211670

Based in Palm Beach Gardens

The principal office where Enhanced Investment Technologies Inc performs its advisory services is located at 2401 Pga Boulevard, Suite 200, Palm Beach Gardens, FL 33410, which is also the mailing address of the firm. An additional office of the firm is in Princeton, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-775-1100 or by fax 561-775-1150. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.intech-investments.com.