Enhanced Capital Partners, LLC
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Overview
Enhanced Capital Partners, LLC is a financial advisory company based in New Orleans, Louisiana. The company manages $722.1 million in assets over 27 accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 15 financial advisors. Enhanced Capital Partners, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like options, equities and bonds.
Enhanced Capital Partners, LLC oversees 24 of the firm's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell choices for the client's account without requiring client approval. The company also oversees three non-discretionary accounts with a total of $392.7 million in assets under management. Enhanced Capital Partners, LLC's average account size is $26.7 million. An average advisor at Enhanced Capital Partners, LLC manages around two client accounts, making it one of the most individualized financial advisor firms in the country.
The firm's central office is located at 201 St. Charles Ave, New Orleans, Louisiana 70170. The company is legally registered to serve customers across 4 states, including Connecticut, Louisiana, New York and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Enhanced Capital Partners, LLC by the Numbers
$722.1 million
35
27
$26.7 million
Fee Structure
Fees charged by financial advisors typically depend on which service is provided. Fee types billed by Enhanced Capital Partners, LLC most likely are comprised of some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Enhanced Capital Partners, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm does business with a broad range of clients. It works with banking institutions, pooled investment vehicles, state or municipal government entities, corporations and other. Out of its 27 accounts, Enhanced Capital Partners, LLC's largest client by number of accounts is other. None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Enhanced Capital Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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