Enhanced Capital Partners, LLC

Fee-Only (% of Portfolio)

Enhanced Capital Partners provides investment advice related to securities for its clients, focusing on renewable energy, historic real estate rehabilitation, and affordable housing projects through federal and state incentive programs. Enhanced seeks economically viable investments with competent management and market potential, integrating positive economic and environmental impact alongside financial return. Enhanced manages investments in compliance with client mandates and directives.

Assets Under Management$870M
Clients32
AdvisorsN/A
Avg. per Client$27M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Enhanced Capital Partners manages investments for specific funds, including the Texas Fund, SBIC Fund, Clifford Funds, and Climate Fund. The fees for managing these funds are negotiated with the investors and deducted directly from the fund's operating account. The management fees do not include custodial fees or certain accounting or legal fees. There are no brokerage or mutual fund fees associated with these funds.

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Enhanced Capital Partners, LLC | TrueAdvisor