Enterprise Value Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,480,209
Clients
13
92% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
LowAverage account size
$883,093
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
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
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 location
Enterprise Value Capital Management, LLC
641 Lexington Avenue, Suite 1321
New York NY 10022, United States
Number of offices
1
Most active in
Enterprise Value Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")