Enhanced Capital Partners, Llc
- Regulatory AUM
- $786M
- Discretionary
- $526M
- Clients
- 37
- Avg AUM / client
- $21.2M
- Accounts
- 37
- Employees
- 37
AUM over time
Annual snapshots from Form ADV filings · as of May 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 2 | $10.4M | 1.33% |
| Pooled investment vehicles (non-investment companies) | 5 | $503M | 64.0% |
| State or municipal government entities | 1 | $776K | 0.1% |
| Insurance companies | 1 | $2.1M | 0.27% |
| Other | 28 | $270M | 34.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $78.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Enhanced Small Business Investment Company, Lp | Hedge Fund | Delaware | $78.0M | 30 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Korengold, Michael, Adam Gainsley | Chief Executive Officer & President, Member Board Of Directors | Dec 2013 (13y) | Less than 5% | |
| Mccarthy, Shane, Patrick | Managing Partner | Dec 2013 (13y) | Less than 5% | |
| Huston, David, Michael | Chief Financial Officer And Chief Compliance Officer | Jun 2020 (6y) | Less than 5% | |
| Davis, F., Barrett | Member, Board Of Directors | Dec 2020 (6y) | Less than 5% | |
| Florczak, Chris | Member, Board Of Directors | Dec 2020 (6y) | Less than 5% | |
| Montgomery, Richard, Bullard | Managing Partner | Dec 2020 (6y) | Less than 5% | |
| Souder, William, Fritz | Member, Board Of Directors | Dec 2020 (6y) | Less than 5% | |
| Slusar, Mark | Managing Partner | Dec 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Enhanced Capital Holdings, Inc. | Member | Dec 2013 | A | 50% – 75% |
| Trident Ecp Holdings Inc. | Member | Dec 2013 | A | 50% – 75% |
| Enhanced Capital Partners Employee Stock Ownership Trust | Owner | Dec 2013 | B | ≈ 37.5% – 75% via Enhanced Capital Holdings, Inc. |
| P10 Intermediate Holdings Llc | Owner | Dec 2020 | B | ≈ 37.5% – 75% via Trident Ecp Holdings Inc. |
| P10, Inc. | Owner | Oct 2021 | B | ≈ 14.06% – 56.25% via P10 Holdings Inc. |
| P10 Holdings Inc. | Member | Oct 2019 | B | ≈ 18.75% – 56.25% via P10 Intermediate Holdings Llc |
| Reliance Trust Company | Trustee | Feb 2009 | B | GP / trustee / elected manager of Enhanced Capital Partners Employee Stock Ownership Trust (indirect) |
Estimated effective ownership (look-through of filed bands):
- Enhanced Capital Partners Employee Stock Ownership Trust: 75% – 100% of Enhanced Capital Holdings, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- P10 Intermediate Holdings Llc: 75% – 100% of Trident Ecp Holdings Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- P10, Inc.: 75% – 100% of P10 Holdings Inc. × 50% – 75% of P10 Intermediate Holdings Llc × 75% – 100% of Trident Ecp Holdings Inc. × 50% – 75% direct ≈ 14.06% – 56.25% of the firm
- P10 Holdings Inc.: 50% – 75% of P10 Intermediate Holdings Llc × 75% – 100% of Trident Ecp Holdings Inc. × 50% – 75% direct ≈ 18.75% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $78.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Enhanced Small Business Investment Company, Lp | Hedge Fund | $78.0M | $1.0M | 30 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 3.45 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Crossroads Impact Corp. $291M (40% of AUM) Mar 2023
- Capital One Bank $289M (37% of AUM) May 2026
- Banco Popular De Puerto Rico $200M (21% of AUM) Mar 2024
- Merrill Lynch $776K (0% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗