Enhanced Pk Services, LLC

Fee-Only (% of Portfolio)

Enhanced PK Services (EPKS) offers investment advisory and consulting services, primarily focused on debt investing in small and medium-sized U.S. companies. EPKS provides non-discretionary services to other registered investment advisors. Paul Kasper, the sole managing member, serves on the Investment Committees of private funds managed by Enhanced Capital and Tree Line Capital Partners, providing portfolio management services. EPKS integrates economic, environmental, and social considerations into its investment process.

Assets Under Management$1.3B
Clients2
AdvisorsN/A
Avg. per Client$670M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

EPKS does not directly manage investments for individual investors. It provides investment advisory and consulting services to other SEC-registered investment advisors, and Mr. Kasper serves on the Investment Committees of private funds managed by Enhanced Capital and Tree Line Capital Partners.

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