Enterprise Value Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Enterprise Value Capital Management provides ongoing portfolio management to individuals, high‑net‑worth clients, pooled investment vehicles, and other investment advisers. Services include tailored investment policy statements, discretionary portfolio construction and monitoring, and subadvisory arrangements with unaffiliated advisers.
The firm’s investment approach combines fundamental analysis, cyclical analysis, and modern portfolio theory and employs a range of strategies including long‑ and short‑term trading, options, short sales, fixed income, non‑U.S. securities and private placements. Client risk tolerances are documented in an Investment Policy Statement and the firm seeks best execution while allocating limited investment opportunities across client accounts to avoid systematic favoritism.
Noteworthy features disclosed in the brochure include the use of performance‑based compensation for qualified clients with high‑water mark and hurdle provisions, and the firm’s public presentation of performance results including predecessor performance—practices that are uncommon among similar independent advisers. The brochure also notes the principal’s legal background (with no legal advice provided) and that the firm manages a concentrated set of client relationships while serving as a subadvisor for other advisers.
Client services
Expertise
Fee options
2.00% annually
1.00% of assets under management annually plus 10.00% performance fee on capital appreciation with high water mark; performance fees subject to hurdle rate for Founders/Sponsors (returns above 5% per year)
Main office
641 Lexington Avenue, Suite 1321
New York NY 10022
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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