{
  "crd_number": 170236,
  "slug": "enhanced-capital-partners-llc-new-orleans-la-170236",
  "primary_business_name": "ENHANCED CAPITAL PARTNERS, LLC",
  "legal_name": "ENHANCED CAPITAL PARTNERS, LLC",
  "dbas": [
    "ENHANCED CAPITAL GROUP, LLC (RELYING ADVISER)",
    "ENHANCED CAPITAL IMPACT LENDING (RELYING ADVISER)",
    "ENHANCED CAPITAL RETC MANAGER, LLC",
    "ENHANCED CAPITAL SBIC MANAGEMENT, LLC (RELYING ADVISER)",
    "ENHANCED CLIMATE FINANCE LLC"
  ],
  "city": "New Orleans",
  "state": "LA",
  "country": "United States",
  "cbsa_code": "35380",
  "metro": {
    "cbsa_code": "35380",
    "common_name": "New Orleans",
    "msa_name": "New Orleans-Metairie, LA",
    "path": "/advisors/la/new-orleans"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-12-23",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-05-07",
  "carried_forward": false,
  "raum_total": 785915242.0,
  "raum_discretionary": 525671191.0,
  "raum_non_discretionary": 260244051.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 37,
  "advisory_employees": 12,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 269895416.0,
      "count": 28,
      "description": "PROPRIETARY SECURITIES ACCOUNTS"
    },
    "state_municipal": {
      "raum": 776490.0,
      "count": 1
    },
    "insurance_companies": {
      "raum": 2121079.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 10435399.0,
      "count": 2
    },
    "pooled_investment_vehicles": {
      "raum": 502686858.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "CT",
    "LA",
    "MO",
    "NY",
    "OH"
  ],
  "websites": [
    "https://enhancedcapital.com",
    "https://linkedin.com/company/enhanced-capital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170236",
  "city_as_filed": "NEW ORLEANS",
  "url": "https://advisorcensus.com/firm/enhanced-capital-partners-llc-new-orleans-la-170236",
  "display_name": "Enhanced Capital Partners, LLC",
  "summary": "Enhanced Capital Partners, LLC is an SEC-registered investment advisory firm in New Orleans, LA, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 7, 2026.",
  "citation": "AdvisorCensus. Enhanced Capital Partners, LLC (CRD 170236): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Enhanced Capital Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Enhanced Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Enhanced Capital Partners, LLC located?",
      "a": "Enhanced Capital Partners, LLC's principal office is in New Orleans, LA, according to its Form ADV; the June 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Enhanced Capital Partners, LLC registered with the SEC or a state?",
      "a": "Enhanced Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 170236."
    },
    {
      "q": "How much does Enhanced Capital Partners, LLC manage?",
      "a": "Enhanced Capital Partners, LLC reports $785,915,242 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (67% discretionary)."
    },
    {
      "q": "How have Enhanced Capital Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Enhanced Capital Partners, LLC: Regulatory assets under management: $355,953,096 in the October 2021 data and $785,915,242 in the October 2026 data, up 121%. Total employees: 32 in October 2021 and 37 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Enhanced Capital Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (28); pooled investment vehicles (other than investment companies and business development companies) (5); high net worth individuals (2)."
    },
    {
      "q": "Which custodians does Enhanced Capital Partners, LLC use?",
      "a": "Enhanced Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital One Bank and Merrill Lynch, Pierce, Fenner & Smith Incorporated as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Enhanced Capital Partners, LLC report any disciplinary disclosures?",
      "a": "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/170236"
    },
    {
      "q": "What changed in Enhanced Capital Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Added the business name Enhanced Capital Retc Manager, LLC. Employees performing advisory functions went from 15 to 12. Regulatory assets under management went from $874,969,459 to $785,915,242 (-10%). Changed its office addresses in New York, NY. Added an office in Boulder, CO. Added an office in Cinncinatti, OH. Registered or notice-filed in CO, OH. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 355953096.0,
      "total_employees": 32,
      "filing_date": "2021-03-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 434091362.0,
      "total_employees": 36,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 722103715.0,
      "total_employees": 35,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 969071339.0,
      "total_employees": 36,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 874969459.0,
      "total_employees": 38,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 785915242.0,
      "total_employees": 37,
      "filing_date": "2026-05-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Enhanced Capital Retc Manager, LLC.",
        "Employees performing advisory functions went from 15 to 12.",
        "Regulatory assets under management went from $874,969,459 to $785,915,242 (-10%).",
        "Changed its office addresses in New York, NY.",
        "Added an office in Boulder, CO.",
        "Added an office in Cinncinatti, OH.",
        "Registered or notice-filed in CO, OH.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in PR."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Capital One Bank",
      "name_as_filed": "CAPITAL ONE BANK",
      "affiliated": false
    },
    {
      "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated",
      "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/enhanced-capital-partners-llc-new-orleans-la-170236.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2,
      "fewer_than_5": false,
      "raum": 10435399.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 502686858.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 776490.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2121079.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 28,
      "fewer_than_5": false,
      "raum": 269895416.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170236",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}