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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

PARTNERS ENTERPRISE CAPITAL LLC

CRD 304667

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:54502eb3-041d-d7e1-7db1-74097ebfcbd1

Data as of May 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 2
Observed: Aug 29, 2019 to May 1, 2026
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Partners Enterprise Capital LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Partners Enterprise Capital LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $13BItem 5.F on the latest filing (2026-05-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 37
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $7.8M
Relying advisers: 1
SEC number: 801-117416
CRD: 304667
Filings on the tape: 19
First filed: Aug 29, 2019
Latest filed: May 1, 2026
Organised: Limited Liability Company, DE
Website: partnersenterprisecapital.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PARTNERS ENTERPRISE CAPITAL HOLDINGS LLC	Private Equity Fund	$15B	May 8, 2024	3	Feb 14, 2012	reported	n/a
PEC VENTURE INVESTORS LLC	Private Equity Fund	$59,038	May 8, 2024	2	Sep 23, 2021	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GOTTSCHALL, DAVID, BENJAMIN	SENIOR MANAGING DIRECTOR	B	yes	08/2018	Aug 29, 2019	May 8, 2024
KEESEY, MICHAEL, LOUIS	CHIEF FINANCIAL OFFICER	Na	yes	01/2023	Jan 13, 2023	May 8, 2024
LUKAS, JAMES, CLEMENT	GENERAL COUNSEL, SENIOR MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER	Na	yes	03/2019	Aug 29, 2019	May 8, 2024
ROZMARYNOWSKI, RACHEL, LEANNE	SENIOR MANAGING DIRECTOR	Na	yes	08/2018	Aug 29, 2019	May 8, 2024
Schaapveld, Jodi, Lynn	MANAGING DIRECTOR	Na	yes	01/2023	Jan 13, 2023	May 8, 2024
SCHULTE, DANIEL, MARK	CHIEF EXECUTIVE OFFICER	D	yes	08/2018	Aug 29, 2019	May 8, 2024
SLOVITT, EMILY, WEXLER	SENIOR MANAGING DIRECTOR	A	yes	08/2018	Aug 29, 2019	May 8, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$13B	$0	37	6	0	2	n/a
2024	Mar 27, 2025	$14B	$0	35	6	0	2	n/a
2023	Mar 22, 2024	$15B	$0	33	7	0	2	$15B
2022	Mar 29, 2023	$16B	$0	28	7	0	2	$16B
2021	Mar 25, 2022	$13B	$0	27	7	0	2	$13B
2020	Mar 22, 2021	$8.7B	$0	23	8	1	1	$8.7B
2019	Mar 19, 2020	$8.4B	$0	22	7	1	1	$8.4B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$13B	$14B	-4.2%	$16B	-6.0%	37	35	0	0

Relationships

Advises (2)

→ PARTNERS ENTERPRISE CAPITAL HOLDINGS LLCPrivate fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ PEC VENTURE INVESTORS LLCPrivate fundPrivate Equity Fund, IA
Sep 23, 2021 to presentfactForm ADV

Controls (7)

← LUKAS, JAMES, CLEMENTOwnerGENERAL COUNSEL, SENIOR MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 29, 2019 to May 8, 2024factForm ADV
← KEESEY, MICHAEL, LOUISOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jan 13, 2023 to May 8, 2024factForm ADV
← SCHULTE, DANIEL, MARKOwnerCHIEF EXECUTIVE OFFICER, ownership code D, individual
Aug 29, 2019 to May 8, 2024factForm ADV
← GOTTSCHALL, DAVID, BENJAMINOwnerSENIOR MANAGING DIRECTOR, ownership code B, individual
Aug 29, 2019 to May 8, 2024factForm ADV
← ROZMARYNOWSKI, RACHEL, LEANNEOwnerSENIOR MANAGING DIRECTOR, ownership code NA, individual
Aug 29, 2019 to May 8, 2024factForm ADV
← SLOVITT, EMILY, WEXLEROwnerSENIOR MANAGING DIRECTOR, ownership code A, individual
Aug 29, 2019 to May 8, 2024factForm ADV
← Schaapveld, Jodi, LynnOwnerMANAGING DIRECTOR, ownership code NA, individual
Jan 13, 2023 to May 8, 2024factForm ADV

Dated events

Occurred
Mar 29, 2023
Regulatory AUM changed
Partners Enterprise Capital Llc reported RAUM $16.2B, up 27% from $12.8B (2023-01-13 to 2023-03-29)
Form ADVobserved 4 days ago
$3.5B
Occurred
Jan 13, 2023
Control person joined
Louis Michael Keesey (Chief Financial Officer) appeared on Schedule A of Partners Enterprise Capital Llc
Form ADVobserved 4 days ago
Occurred
Jan 13, 2023
Control person joined
Lynn Jodi Schaapveld (Managing Director) appeared on Schedule A of Partners Enterprise Capital Llc
Form ADVobserved 4 days ago
Occurred
Mar 25, 2022
Regulatory AUM changed
Partners Enterprise Capital Llc reported RAUM $12.8B, up 30% from $9.8B (2021-09-23 to 2022-03-25)
Form ADVobserved 4 days ago
$2.9B
Occurred
Mar 25, 2022
Control person left
Marcus Peter Poggioli (Chief Investment Officer) no longer on Schedule A of Partners Enterprise Capital Llc (listed 2021-09-23, absent 2022-03-25)
Form ADVobserved 4 days ago
Occurred
Aug 29, 2019
First Form ADV filing
Partners Enterprise Capital Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54502eb3-041d-d7e1-7db1-74097ebfcbd1
First observed: Aug 29, 2019
Last observed: May 1, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARTNERS ENTERPRISE CAPITAL LLC

CRD 304667

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:54502eb3-041d-d7e1-7db1-74097ebfcbd1

Data as of May 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PARTNERS ENTERPRISE CAPITAL HOLDINGS LLC

Private Equity Fund

$15B

May 8, 2024

Feb 14, 2012

reported

n/a

PEC VENTURE INVESTORS LLC

Private Equity Fund

$59,038

May 8, 2024

Sep 23, 2021

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOTTSCHALL, DAVID, BENJAMIN

SENIOR MANAGING DIRECTOR

yes

08/2018

Aug 29, 2019

May 8, 2024

KEESEY, MICHAEL, LOUIS

CHIEF FINANCIAL OFFICER

yes

01/2023

Jan 13, 2023

May 8, 2024

LUKAS, JAMES, CLEMENT

GENERAL COUNSEL, SENIOR MANAGING DIRECTOR, AND CHIEF COMPLIANCE OFFICER

yes

03/2019

Aug 29, 2019

May 8, 2024

ROZMARYNOWSKI, RACHEL, LEANNE

SENIOR MANAGING DIRECTOR

yes

08/2018

Aug 29, 2019

May 8, 2024

Schaapveld, Jodi, Lynn

MANAGING DIRECTOR

yes

01/2023

Jan 13, 2023

May 8, 2024

SCHULTE, DANIEL, MARK

CHIEF EXECUTIVE OFFICER

yes

08/2018

Aug 29, 2019

May 8, 2024

SLOVITT, EMILY, WEXLER

SENIOR MANAGING DIRECTOR

yes

08/2018

Aug 29, 2019

May 8, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$13B

n/a

2024

Mar 27, 2025

$14B

n/a

2023

Mar 22, 2024

$15B

2022

Mar 29, 2023

$16B

2021

Mar 25, 2022

$13B

2020

Mar 22, 2021

$8.7B

2019

Mar 19, 2020

$8.4B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$13B

$14B

-4.2%

$16B

-6.0%