Enhalus Capital, LP

Fee-Only (% of Portfolio)

Enhalus Capital manages private investment vehicles for accredited investors and qualified purchasers. They make investment decisions based on each fund's objectives and guidelines. Enhalus also manages assets for two clients within separate accounts. Enhalus does not tailor its advisory services to the individual needs of any particular investor.

Assets Under Management$800M
Clients6
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Enhalus Capital manages investments through private funds. The fees for these funds are detailed in their respective offering documents. Enhalus is paid an investment management fee each year based on the net asset value of the funds. These fees are generally paid quarterly, in advance. Enhalus may waive or modify the management fee for any client or investor.

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Enhalus Capital, LP | TrueAdvisor