Enhanced Index Management, LLC (New York)


Enhanced Index Management, LLC is a pension cosultant based in New York. It manages $24.02 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and New York.

Enhanced Index Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Enhanced Index Management: assets under management

The assets under management (AUM) of Enhanced Index Management, LLC is $24.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $24.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.01 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Enhanced Index Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Enhanced Index Management, LLC performs its advisory services is located at 67 Irving Place, New York, NY 10003 The mailing address of the firm is 2 High Ridge Park, Stamford, CT 06905. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-984-1423 or by fax 212-984-1439. The normal business hours are 8am-5:30pm on Monday - Friday.