# Energize Capital LLC

> Energize Capital LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 289047
- Filed as: ENERGIZE CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289047
- AdvisorCensus page: https://advisorcensus.com/firm/energize-capital-llc-chicago-il-289047

## Quick answers

**How is Energize Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Energize Capital LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Energize Capital LLC located?**
Energize Capital LLC's principal office is in Chicago, IL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Energize Capital LLC registered with the SEC or a state?**
Energize Capital LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 289047.

**How much does Energize Capital LLC manage?**
Energize Capital LLC reports $1,665,755,678 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Energize Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Energize Capital LLC: Regulatory assets under management: $1,414,702,949 in the October 2024 data and $1,665,755,678 in the October 2026 data, up 18%. Total employees: 18 in October 2024 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Energize Capital LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (26).

**Does Energize Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289047

**What changed in Energize Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 13.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,665,755,678
- Discretionary: $1,665,755,678
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 26 | $1,665,755,678 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 26 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Boston, MA
- Irving, TX

### Websites listed on Form ADV (Item 1.I)
- energizecap.com
- energizeventures.medium.com
- LinkedIn @energize-cap
- X @EnergizeCapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 30, 2021 |
| October 2022 | Not reported | Not reported | September 21, 2022 |
| October 2023 | Not reported | Not reported | March 29, 2023 |
| October 2024 | $1,414,702,949 | 18 | March 28, 2024 |
| October 2025 | $1,646,026,646 | 25 | June 18, 2025 |
| October 2026 | $1,665,755,678 | 26 | March 31, 2026 |

Regulatory assets under management: $1,414,702,949 in the October 2024 data and $1,665,755,678 in the October 2026 data, up 18%.
Total employees: 18 in October 2024 and 26 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 13.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Energize Capital LLC (CRD 289047): Form ADV filing data as of October 2026.