Enhanced Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Enhanced Investment Partners serves institutional and mid‑market clients, plan sponsors, endowments, foundations, registered investment advisors and high‑net‑worth families by providing a proprietary domestic equity overlay methodology and related asset‑management services. The firm delivers its Enhanced Dynamic® strategy through firm‑sponsored funds, model allocations and recommendations of separately managed accounts, ETFs and mutual funds, and it commonly provides non‑discretionary signals and manager vetting to other advisers; as of 12/31/2025 it reported no direct discretionary assets under management.
The investment approach is quantitatively driven and described as a strategic domestic equity allocation process that shifts weights among large/mid/small cap and growth/value styles while maintaining a fully invested equity stance rather than moving to cash or bonds. Analytic inputs include charting and momentum, cyclical and technical techniques and macro‑economic analytics, and implementation can follow predefined models (aggressive, moderate, conservative) on either a discretionary or non‑discretionary basis.
Compared with many peers, the firm combines periodic newsletters and explicit pension‑plan consulting for defined benefit and defined contribution sponsors with formal recommendations for manager and vehicle selection, working with plan consultants and other advisers. It also licenses its methodology to proprietary funds, operates related businesses that provide investment‑policy and analytics tools, and may perform hard‑dollar consulting (including fixed or hourly arrangements) and offer performance‑based arrangements to qualified clients under agreed high‑water‑mark terms.
Client services
Expertise
Occupation focus
Fee options
$1,000,000 - $4,999,999: 0.50% $5,000,000 - $9,999,999: 0.45% $10,000,000 - $24,999,999: 0.40% $25,000,000 - $49,999,999: 0.38% $50,000,000 - $99,999,999: 0.25% $100,000,000 - $249,999,999: 0.20% $250,000,000 - $499,999,999: 0.18% $500,000,000 - $749,999,999: 0.16% $750,000,000 - $999,999,999: 0.14% $1,000,000,000+: 0.12%
Performance fee up to 20% of capital appreciation, applied to qualified clients who meet SEC Section 205-3 criteria; asset-based fee typically reduced by 50% for qualified clients.
Account minimum: $1,000,000
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
Disclosures
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Other specialized services
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