{
  "crd_number": 304667,
  "slug": "partners-enterprise-capital-llc-chicago-il-304667",
  "primary_business_name": "PARTNERS ENTERPRISE CAPITAL LLC",
  "legal_name": "PARTNERS ENTERPRISE CAPITAL LLC",
  "dbas": [],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-10-02",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-05-01",
  "carried_forward": false,
  "raum_total": 13475252029.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 13475252029.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 37,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 13475252029.0,
      "count": 2
    }
  },
  "compensation_types": [
    "other",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://linkedin.com/company/partners-enterprise-capital",
    "https://partnersenterprisecapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304667",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/partners-enterprise-capital-llc-chicago-il-304667",
  "display_name": "Partners Enterprise Capital LLC",
  "summary": "Partners Enterprise Capital LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 1, 2026.",
  "citation": "AdvisorCensus. Partners Enterprise Capital LLC (CRD 304667): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Partners Enterprise Capital LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Partners Enterprise Capital LLC reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Partners Enterprise Capital LLC located?",
      "a": "Partners Enterprise Capital LLC's principal office is in Chicago, IL, according to its Form ADV."
    },
    {
      "q": "Is Partners Enterprise Capital LLC registered with the SEC or a state?",
      "a": "Partners Enterprise Capital LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304667."
    },
    {
      "q": "How much does Partners Enterprise Capital LLC manage?",
      "a": "Partners Enterprise Capital LLC reports $13,475,252,029 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (0% discretionary)."
    },
    {
      "q": "How have Partners Enterprise Capital LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Partners Enterprise Capital LLC: Regulatory assets under management: $9,845,327,007 in the October 2021 data and $13,475,252,029 in the October 2026 data, up 37%. Total employees: 24 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 Partners Enterprise Capital LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Partners Enterprise Capital 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/304667"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 9845327007.0,
      "total_employees": 24,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 12762567657.0,
      "total_employees": 27,
      "filing_date": "2022-05-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 16273472093.0,
      "total_employees": 30,
      "filing_date": "2023-06-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 14504678461.0,
      "total_employees": 33,
      "filing_date": "2024-05-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 14068578885.0,
      "total_employees": 35,
      "filing_date": "2025-05-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 13475252029.0,
      "total_employees": 37,
      "filing_date": "2026-05-01"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/partners-enterprise-capital-llc-chicago-il-304667.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 13475252029.0
    }
  ],
  "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/304667",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
