Enhanced Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
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 location
Enhanced Investment Partners, LLC
Chicago IL, United States
Number of offices
2
Most active in
Illinois
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.
Forms ADV
Advisors at this firm
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