← Tributary

ENTERPRISE INVESTORS

NEW YORK, NY · CRD 160833 · IAPD ↗ · ei.com.pl · (1 212) 521 4318

$1.26BRegulatory AUM
24Advisory reps
36Employees
0Clients
n/aPlanning clients
9Private funds
0States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2025 — ENTERPRISE INVESTORS reported RAUM down 26% ($1.61B -> $1.18B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — ENTERPRISE INVESTORS reported RAUM up 27% ($1.26B -> $1.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.