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CRD 170236
NEW ORLEANS, LA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ENHANCED SMALL BUSINESS INVESTMENT COMPANY, LP | Hedge Fund | $92.6M | Mar 26, 2021 | 30 | Jun 27, 2012 | dropped | 021-174823 |
| ENHANCED SMALL BUSINESS INVESTMENT COMPANY, LP | Hedge Fund | $78.0M | Mar 21, 2024 | 30 | Mar 25, 2022 | reported | 021-174823 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Davis, F., Barrett | MEMBER, BOARD OF DIRECTORS | Na | yes | 12/2020 | Feb 12, 2021 | Mar 21, 2024 |
| ENHANCED CAPITAL HOLDINGS, INC. | Member | D | yes | 12/2013 | Jan 22, 2014 | Mar 21, 2024 |
| ENHANCED CAPITAL PARTNERS EMPLOYEE STOCK OWNERSHIP TRUST | Owner | E | yes | 12/2013 | Jan 22, 2014 | Mar 21, 2024 |
| Florczak, Chris | MEMBER, BOARD OF DIRECTORS | Na | yes | 12/2020 | Feb 12, 2021 | Mar 21, 2024 |
| Huston, David, Michael | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | Na | yes | 06/2020 | Aug 20, 2020 | Mar 21, 2024 |
| KORENGOLD, MICHAEL, ADAM GAINSLEY | CHIEF EXECUTIVE OFFICER & PRESIDENT, MEMBER BOARD OF DIRECTORS | Na | yes | 12/2013 | Jan 22, 2014 | Mar 21, 2024 |
| MCCARTHY, SHANE, PATRICK | MANAGING PARTNER | Na | yes | 12/2013 | Jan 22, 2014 | Mar 21, 2024 |
| MONTGOMERY, RICHARD, BULLARD | MANAGING PARTNER | Na | yes | 12/2020 | Mar 30, 2023 | Mar 21, 2024 |
| P10 HOLDINGS INC. | Member | D | yes | 10/2019 | Feb 12, 2021 | Mar 21, 2024 |
| P10 INTERMEDIATE HOLDINGS LLC | Owner | E | yes | 12/2020 | Feb 12, 2021 | Mar 21, 2024 |
| P10, INC. | Owner | E | yes | 10/2021 | Mar 25, 2022 | Mar 21, 2024 |
| RELIANCE TRUST COMPANY | Trustee | F | yes | 02/2009 | Jan 22, 2014 | Mar 21, 2024 |
| Slusar, Mark | MANAGING PARTNER | Na | yes | 12/2020 | Mar 30, 2023 | Mar 21, 2024 |
| SOUDER, WILLIAM, FRITZ | MEMBER, BOARD OF DIRECTORS | Na | yes | 12/2020 | Feb 12, 2021 | Mar 21, 2024 |
| TRIDENT ECP HOLDINGS INC. | Member | D | yes | 12/2013 | Jan 22, 2014 | Mar 21, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| RCP ADVISORS 2, LLC | n/a | Asset manager | $18B | N | yes | n/a |
| BONACCORD CAPITAL ADVISORS, LLC | n/a | Asset manager | $4.2B | N | yes | n/a |
| WESTECH INVESTMENT ADVISORS LLC | n/a | Asset manager | $2.0B | N | yes | n/a |
| FIVE POINTS CAPITAL LLC | n/a | Asset manager | $1.4B | N | yes | n/a |
| P10 ADVISORS, LLC | n/a | Asset manager | $288M | N | yes | n/a |
| RCP ADVISORS, LLC | n/a | Asset manager | $21.0M | N | yes | n/a |
| ENHANCED SMALL BUSINESS INVESTMENT COMPANY GP, LLC | n/a | n/a | n/a | Y | no | n/a |
| ENHANCED SMALL BUSINESS INVESTMENT COMPANY II GP, LLC | n/a | n/a | n/a | N | no | n/a |
| HARK CAPITAL ADVISORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| RCP ADVISORS 3, LLC | n/a | n/a | n/a | N | yes | n/a |
| TRUEBRIDGE CAPITAL PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| ST. LOUIS | Mo | United States | 2 | no |
| Bronxville | NY | United States | 1 | no |
| NEW YORK | NY | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $786M | $526M | 37 | 12 | 6 | 5 | n/a |
| 2024 | Apr 30, 2025 | $875M | $373M | 38 | 15 | 4 | 4 | n/a |
| 2023 | Mar 21, 2024 | $969M | $331M | 36 | 14 | 3 | 1 | $78.0M |
| 2022 | Mar 30, 2023 | $722M | $329M | 35 | 15 | 2 | 1 | $75.6M |
| 2021 | Mar 25, 2022 | $434M | $290M | 36 | 9 | 4 | 1 | $74.3M |
| 2020 | Mar 26, 2021 | $356M | $256M | 32 | 9 | 3 | 1 | $92.6M |
| 2019 | Mar 30, 2020 | $330M | $280M | 31 | 7 | 2 | 1 | $71.0M |
| 2018 | Mar 30, 2019 | $370M | $320M | 34 | 8 | 2 | 1 | $107M |
| 2017 | Mar 30, 2018 | $745M | $695M | 29 | 9 | 2 | 5 | $513M |
| 2016 | Mar 30, 2017 | $488M | $488M | 33 | 16 | n/a | 3 | $301M |
| 2015 | Mar 29, 2016 | $516M | $516M | 36 | 16 | n/a | 3 | $280M |
| 2014 | Mar 30, 2015 | $391M | $391M | 34 | 13 | n/a | 3 | $269M |
| 2013 | Mar 31, 2014 | $323M | $323M | 27 | 10 | n/a | 3 | $181M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $786M | $875M | -10.2% | $722M | 2.9% | 37 | 38 | 6 | 4 |