Partners Enterprise Capital LLC (Chicago)

Name: Partners Enterprise Capital LLC
Address: 150 N Riverside Plaza, Chicago, IL, 60606
Telephone: 312-858-3370

Partners Enterprise Capital LLC is a large advisory firm based in Chicago. It manages $7.33 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Illinois and Iowa.

Partners Enterprise Capital 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.

Partners Enterprise Capital: assets under management

The assets under management (AUM) of Partners Enterprise Capital LLC is $7.33 billion. The company doesn't manage any assets belonging to foreign clients.

Partners Enterprise Capital has custody of $3.91 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Partners Enterprise Capital LLC for their services and products based on 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.

What kind of clients Partners Enterprise Capital serves?

The only and largest group of clients of Partners Enterprise Capital is pooled investment vehicles with 1 clients and $7.33 billion of assets under management. Among the 8 most similar advisory firms, Partners Enterprise Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $7.33 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Partners Enterprise Capital also advises several private funds. Namely, one private equity fund.

Careers at Partners Enterprise Capital LLC

The company employs 19 people that are either part- or full-time employees. 37 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Peter Marcus Poggioli has served as the Chief Investment Officer since 1 Aug 2018 and Daniel Mark Schulte is the Chief Executive Officer of Partners Enterprise Capital LLC family office. James Clement Lukas joined the executive team most recently as the General Counsel, Managing Director, And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Benjamin Gottschall	Managing director	1 Aug 2018	Other	6317124
Sharon Marie Murphy	Chief financial officer	1 Aug 2018	Other	5037529
Peter Marcus Poggioli	Chief investment officer	1 Aug 2018	Other	5929162
Rachel Leanne Rozmarynowski	Managing director	1 Aug 2018	Other	7159045
Daniel Mark Schulte	Chief executive officer	1 Aug 2018	25% - 50%	5927860
Emily Wexler Slovitt	Managing director	1 Aug 2018	Other	7159046
Terrence Michael Tobin	Chief operating officer	1 Aug 2018	Other	5923354
James Clement Lukas	General counsel, managing director, and chief compliance officer	1 Mar 2019	Other	2219600

Based in Chicago

The principal office where Partners Enterprise Capital LLC performs its advisory services is located at 150 N Riverside Plaza, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in Des Moines, IA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-858-3370. The normal business hours are 9:00 - 5:00pm on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/partners-enterprise-capital/ and its LinkedIn profile.