Enhanced PK Services, LLC

Enhanced PK Services, LLC provides securities-related investment advisory and consulting services primarily to other SEC‑registered investment advisers and the pooled funds and accounts they manage rather than to individual retail clients. The firm’s advisory work is focused on debt investing in small- and medium‑sized U.S. companies and includes engagement with funds that participate in public programs such as SBA SBICs and legislatively created state investment programs.

EPKS generally provides non‑discretionary investment recommendations and portfolio management services and routinely serves on the investment committees of the funds it advises, with recommendations made in accordance with each fund’s governing documents and applicable regulatory mandates. Its investment process centers on lower‑middle‑market debt instruments (including first‑ and second‑lien loans, unitranche, mezzanine financings, term loans and equity co‑investments) and combines fundamental due diligence with economic, environmental and social (EES) impact considerations that are measured at investment and reviewed at least annually.

The firm is notable among peers for reporting nearly all of its approximately $1.34 billion of regulatory assets under management as non‑discretionary and for serving other investment advisers and pooled vehicles—an uncommon business model for investment managers of its size. EPKS operates under contractual consulting and shared‑services arrangements with relying advisers, participates in SBIC and state investment programs, receives carried‑interest or profits‑interest compensation in certain funds, and maintains policies to address related conflicts while not effecting brokerage or taking custody of client assets.