{"url":"https://nivawealth.com/firms/partners-enterprise-capital-304667","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/304667","regulatoryAum":13475252029,"crd":"304667","secFileNumber":"801-117416","legalName":"Partners Enterprise Capital LLC","displayName":"Partners Enterprise Capital","website":"http://partnersenterprisecapital.com/","linkedinUrl":"https://www.linkedin.com/company/partners-enterprise-capital/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"215 N Peoria Street, 7th Floor","city":"Chicago","state":"IL","stateName":"Illinois","country":"United States","postalCode":"60607"},"tradeNames":[],"registration":{"secApproved":"2 October 2019","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":37,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":13475252029,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":13475252029}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Partners Enterprise Capital has custody of $7.78M for 2 clients.","otherCustodians":[],"leadership":[{"name":"Daniel Schulte","title":"Chief Executive Officer","crd":"5927860"},{"name":"Michael Keesey","title":"Chief Financial Officer","crd":"5887587"},{"name":"James Lukas","title":"General Counsel, Senior Managing Director, and Chief Compliance Officer","crd":"2219600"},{"name":"David Gottschall","title":"Senior Managing Director","crd":"6317124"},{"name":"Rachel Rozmarynowski","title":"Senior Managing Director","crd":"7159045"},{"name":"Jodi Schaapveld","title":"Senior Managing Director","crd":"7686253"}],"ownership":[{"label":"David Gottschall","detail":"Senior managing director in the 10% to 25% ownership band and a control person, since August 2018."},{"label":"Daniel Schulte","detail":"Chief executive officer in the 75% or more ownership band and a control person, since August 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"215 N Peoria Street, 7th Floor","city":"Chicago","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"312-858-3370","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":2},"sources":{"adv1FilingDate":"1 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/304667/PDF/304667.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Partners Enterprise Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Partners Enterprise Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Partners Enterprise Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Partners Enterprise Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Partners Enterprise Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}