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Partners Enterprise Capital

SEC-registered adviser since 2019Chicago, ILCRD 304667

2
Clients
6
Advisory staff

From Form ADV filed 1 May 2026 · data retrieved 15 October 2026SEC record

Partners Enterprise Capital is an investment adviser headquartered in Chicago, Illinois, and registered with the SEC since 2019. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include performance-based fees and other arrangements. Daniel Schulte owns 75% or more of Partners Enterprise Capital, and Daniel Schulte is its CEO.

Clients

Partners Enterprise Capital serves 2 clients. The average client has about $6.74 billion with the firm.

Regulatory assets by client type
  • Pooled investment vehicles2 clients100%
Show client breakdown
Pooled investment vehicles
Clients
2
Regulatory AUM
$13,475,252,029
Share
100.0%
Avg. per client
$6.74B

Total

Clients
2
Regulatory AUM
$13,475,252,029
Share
100%
Avg. per client
$6.74B

What it does

Partners Enterprise Capital provides portfolio management for pooled vehicles. It is paid through performance-based fees and other arrangements.

Partners Enterprise Capital advises 2 private funds.

0.0% of assets ($0 across 0 accounts) are managed with discretion; $13.48B across 2 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Partners Enterprise Capital has custody of $7.78M for 2 clients.

Managed account assets by custodian
  • All other custodians$13.48B100%

Ownership and leadership

Daniel Schulte owns 75% or more of Partners Enterprise Capital, and Daniel Schulte is its CEO.

Who owns the firm
Partners Enterprise Capital LLC· the adviser
  • Daniel Schulte

    Control person · since August 2018

    Owns 75% or more of Partners Enterprise Capital LLC
  • David Gottschall

    Control person · since August 2018

    Owns 10% to 25% of Partners Enterprise Capital LLC

Leadership

  • Daniel Schulte
    Chief Executive Officer
  • Michael Keesey
    Chief Financial Officer
  • James Lukas
    General Counsel, Senior Managing Director, and Chief Compliance Officer
  • David Gottschall
    Senior Managing Director
  • Rachel Rozmarynowski
    Senior Managing Director
  • Jodi Schaapveld
    Senior Managing Director

Staff

  • 37 employees
  • 6 in advisory functions

Fees

Partners Enterprise Capital is paid through performance-based fees and other.

Partners Enterprise Capital’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Partners Enterprise Capital has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Illinois · 1 listed address

  • 215 N Peoria Street, 7th Floor, ChicagoHQ

Registration details

Legal name
Partners Enterprise Capital LLC
Headquarters
215 N Peoria Street, 7th Floor, Chicago, IL 60607
SEC file
801-117416
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Partners Enterprise Capital have?

Partners Enterprise Capital has 2 clients and manages $13.5 billion for them, as of May 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 May 2026

What services does Partners Enterprise Capital offer?

Partners Enterprise Capital provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Partners Enterprise Capital have?

Partners Enterprise Capital has 0 investment adviser representatives registered with state securities authorities, out of 37 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Partners Enterprise Capital?

Partners Enterprise Capital’s direct owners are David Gottschall (10% to 25%) and Daniel Schulte (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 1 May 2026

How does Partners Enterprise Capital get paid?

Partners Enterprise Capital is paid through performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 1 May 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 304667.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Partners Enterprise Capital LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.