Partners Enterprise Capital LLC
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Overview
Partners Enterprise Capital LLC operates as a financial advisor company headquartered in Chicago, Illinois. The firm oversees $16.2 billion in assets over two client accounts, making it one of the biggest financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 7 financial advisors. Partners Enterprise Capital LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like equities, bonds and options.
Partners Enterprise Capital LLC administers zero of its accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without needing to seek client consent. The firm also has two non-discretionary accounts totaling $16.2 billion in assets under management. The firm manages an average of $8.1 billion for each client account. An average financial advisor at Partners Enterprise Capital LLC oversees fewer than one client account, making it one of the most individualized advisor firms in the country.
The firm's main office is at 150 N Riverside Plaza, Chicago, Illinois 60606. It is allowed to serve clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Partners Enterprise Capital LLC by the Numbers
$16.2 billion
28
2
$8.1 billion
Fee Structure
Financial advisory fees usually are based on which services are offered. However, fee types charged by the firm likely include the following fee structures: performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Partners Enterprise Capital LLC.
Available
-
Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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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
Types of Clients
It caters to pooled investment vehicles. Out of its two customers, Partners Enterprise Capital LLC's biggest client type by number of accounts is pooled investment vehicles. None of its clients are represented by 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
Partners Enterprise Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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