CRD: 316054
Enterprise Value Capital Management, LLC
$11.5M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-31-2021
- Office Locations
- 1
Office Locations
641 Lexington Avenue Suite 1321 NEW York NY
About Enterprise Value Capital Management, LLC
Enterprise Value Capital Management is a New York-based investment manager providing equity and credit investment management alongside portfolio construction and wealth planning. Strategies are implemented primarily via ETFs with complementary allocations to government and corporate bonds. Works with retail clients, including qualified purchasers, and uses Charles Schwab for custody.
Team overview
56 AVG AGE
$11.5M AVG AUM / ADVISOR
$883.1K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Unlock to see real insight on quantum frontier.
See the complete signal summary connected to north value.
Unlock to compare peer behavior around momentum wave.
Upgrade to reveal position-level detail across north signal.
Upgrade to reveal position-level detail across insight element.
Full visibility includes strategy notes for foundation signal bridge.
Request access to benchmark trends tied to fusion.
Unlock to compare peer behavior around pioneer legacy.
Accredited Investors
Value element
Asset Classes
Zenith delta Ridge optima Horizon optima
Custodian
Signal Eagle Element Ember element Alpha
Investment Themes
Crest
Investment Vehicles
Momentum unison Delta signal
Services
Element vertex Optima signal Vector Timber delta Alpha summit
Owner & Executives
Mitchell Brent Spiegel
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2521980
- Ownership
- 75% or more
(261) 621-5448
wave.atlas@insightcapital.com
in linkedin.com/in/catalyst-insight
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,480,209 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,480,209 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $11,480,209
Equity - Exchange:
28.3% U.S. Government/Agency:
16.6% Corporate - Investment Grade:
12.8% Cash:
13.7% Corporate - Non-Investment Grade:
9.4% Public Funds:
19.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $868,658,611 | 28.3% |
| U.S. Government/Agency | $509,531,199 | 16.6% |
| Corporate - Investment Grade | $392,891,527 | 12.8% |
| Cash | $420,516,713 | 13.7% |
| Corporate - Non-Investment Grade | $288,529,715 | 9.4% |
| Public Funds | $589,337,291 | 19.2% |
| Total | $3,069,465,056 | 100.0% |