ENHANCED CAPITAL PARTNERS, LLC
Latest filing: Apr 30, 2025 (38 days ago)
AUM
$874,969,459
-10% change vs. 1 year ago
102% change vs. 3 years ago
165% change vs. 5 years ago
124% change vs. 10 years ago
Employee Count
38
6% change vs. 1 year ago
6% change vs. 3 years ago
23% change vs. 5 years ago
12% change vs. 10 years ago
Main Office
NEW ORLEANS, LA
201 ST. CHARLES AVE, NEW ORLEANS, LA, UNITED STATES, 70170
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.5 |
| Total | $0.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.6 |
| Institutional | $0.3 |
| Total | $0.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| BANCO POPULAR DE PUERTO RICO | SAN JUAN-PR-USA | $0.2 |
| CAPITAL ONE BANK | NEW YORK-NY-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 100% | $0.3 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| RCP ADVISORS 2, LLC | $20.6 | 289963 | |
| WESTECH INVESTMENT ADVISORS LLC | $2.1 | 110429 | |
| FIVE POINTS CAPITAL LLC | $1.2 | 160792 | |
| P10 ADVISORS, LLC | $0.3 | 314664 | |
| RCP ADVISORS, LLC | $0.0 | 119813 | |
| BONACCORD CAPITAL ADVISORS, LLC | $0.0 | 316716 | |
| HARK CAPITAL ADVISORS, LLC | $0.0 | 316713 | |
| RCP ADVISORS 3, LLC | $0.0 | - | |
| ENHANCED SMALL BUSINESS INVESTMENT COMPANY GP, LLC | $0.0 | - | |
| TRUEBRIDGE CAPITAL PARTNERS, LLC | $0.0 | - | |
| ENHANCED SMALL BUSINESS INVESTMENT COMPANY II GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
15 active
| Name | Title |
|---|---|
| KORENGOLD, MICHAEL, ADAM GAINSLEY | CHIEF EXECUTIVE OFFICER & PRESIDENT, MEMBER BOARD OF DIRECTORS |
| MCCARTHY, SHANE, PATRICK | MANAGING PARTNER |
| HUSTON, DAVID, MICHAEL | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER |
| SOUDER, WILLIAM, FRITZ | MEMBER, BOARD OF DIRECTORS |
| FLORCZAK, CHRIS | MEMBER, BOARD OF DIRECTORS |
| DAVIS, F., BARRETT | MEMBER, BOARD OF DIRECTORS |
| SLUSAR, MARK | MANAGING PARTNER |
| MONTGOMERY, RICHARD, BULLARD | MANAGING PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.9 | $0.0 | 0% | 38 | 0 | 0% |
| 2025-04-21 | $0.9 | $0.0 | 0% | 38 | 0 | 0% |
| 2024-04-02 | $1.0 | -$0.1 | -10% | 36 | 2 | 6% |
| 2023-04-04 | $0.7 | $0.2 | 21% | 35 | 3 | 9% |
| 2022-04-01 | $0.4 | $0.4 | 102% | 36 | 2 | 6% |
| 2021-04-05 | $0.4 | $0.5 | 146% | 32 | 6 | 19% |
| 2020-04-01 | $0.3 | $0.5 | 165% | 31 | 7 | 23% |
| 2019-04-01 | $0.4 | $0.5 | 136% | 34 | 4 | 12% |
| 2018-04-02 | $0.7 | $0.1 | 17% | 29 | 9 | 31% |
| 2017-04-01 | $0.5 | $0.4 | 79% | 33 | 5 | 15% |
| 2016-04-01 | $0.5 | $0.4 | 70% | 36 | 2 | 6% |
| 2015-04-01 | $0.4 | $0.5 | 124% | 34 | 4 | 12% |
| 2014-04-01 | $0.3 | $0.6 | 171% | 27 | 11 | 41% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| LA, CT-03/25/2025, LA-03/25/2022, MO-03/21/2024, NY-01/16/2015, PR-03/30/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV