ENTERPRISE INVESTORS other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

39 5.41%

of those in investment advisory functions:

26 8.33%

Registration:

SEC, Approved, 3/30/2012

AUM:

1,606,346,360 27.08%

of that, discretionary:

1,606,346,360 27.08%

Private Fund GAV:

2,138,038,951 33.81%

Avg Account Size:

200,793,295 -4.69%

SMA’s:

NO

Private Funds:

8 2

Contact Info

(1 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 957M 718M 479M 239M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Ribbit Capital leads $26.7M round for Brazilian fintech Cora
04/05/2021

Cora, a São Paulo-based technology-enabled lender to small-and-medium-sized businesses, has raised $26.7 million in a Series A round led by Silicon Valley VC firm Ribbit Capital. Kaszek Ventures, QED Investors and Greenoaks Capital also participated in ...

news.yahoo.com

Crypto & Blockchain Firms Got $2.6B in Funding in Q1 2021
04/03/2021

As BeInCrypto previously reported, institutional and enterprise investors began to pile into the crypto industry en masse in 2020. Big names such as MicroStrategy, Paul Tudor Jones, Grayscale ...

Yahoo Finance

Blue Ridge Realty, Lowe Enterprises Team on Raleigh Development
03/31/2021

Raleigh, N.C.–Ground will be broken this fall on The Gramercy, a 203-unit mixed-use multifamily development in Raleigh, N.C. The development, from Lowe Enterprise Investors in tandem with ...

multihousingnews.com

RTPR advises Oresa on the acquisition of logistics and industrial park Solo Iasi from Tester Group
03/24/2021

RTPR has advised Swedish private equity fund Oresa in relation to the acquisition of logistics and industrial park Solo Iasi from Tester Group owned by Romanian businessman Bogdan Pitigoi. In addition to the acquisition process,

actmedia.eu

Berkadia Secures $107M in Multi-Layered Financing for Portfolio of Las Vegas Properties
03/12/2021

Funds targeted asphalt resurfacing ... N.C.—Blue Ridge Realty and Lowe Enterprise Investors are moving forward with the Gramercy, a 203-unit mixed-use development in Raleigh now that ...

multihousingnews.com

Investors explain how Okta's $6.5 billion acquisition of Auth0 turned Bessemer's $95 million investment into a $1.3 billion stake
03/06/2021

It had just closed its seed round, netting around $850,000 from friends, family, and small funds, but Bessemer wanted in. Nagaraj said the investors' technical understanding of the space ...

businessinsider.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 8 $2,138,038,951

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Private Funds



Employees




Brochure Summary

Overview

EIC is a private equity manager specializing in private equity buy-out investments in Poland and other countries in Central and Eastern Europe. The principal shareholders of EIC are Jacek Siwicki, Dariusz Prończuk, Michal Rusiecki, Rafal Bator, Sebastian Król, Michal Kedzia, Tomasz Ciborowski and Tadeusz Galkowski. EIC provides financial, investment and portfolio analysis services as required for the benefit of its private equity funds (the “EI Funds”). The EI Funds’ primary investment focus is to seek capital appreciation by acquiring, holding and realizing upon equity and equity-related securities of primarily privately-held enterprises located in Poland and in other countries of Central and Eastern Europe (the “CEE Region”). The EI Funds employ a private equity buy-out strategy and invest predominantly in equity and equity-related securities of medium-sized privately owned companies located in the CEE Region. Certain EI Funds may also, from time to time, make limited investments in publicly traded securities. As described in the sub-section entitled Relationships with Certain Affiliates under “Other Financial Industry Activities and Affiliations” below, in providing investment advisory services to the EI Funds, EIC draws on the local and regional investment expertise and investment research capabilities of certain EIC affiliates in connection with identifying, evaluating, conducting due diligence on, consummating and monitoring the EI Funds’ investments. However, with respect to each EI Fund, the general partner of such EI Fund will retain the ultimate investment discretion and decision-making authority over the EI Fund’s assets. Generally, a related person of EIC serves as the general partner of each EI Fund, and EIC serves as the investment adviser to each EI Fund. References to EIC in this Brochure include, as the context requires, affiliates of EIC who:
(i) assist EIC in connection with the investment advisory services EIC provides to the EI Funds or (ii) act in any capacity referenced in the previous sentence. EIC tailors its advisory services to the specific investment objectives and restrictions of each EI Fund pursuant to the investment guidelines and restrictions set forth in each EI Fund’s confidential private placement memorandum, limited partnership agreement and other governing documents (collectively, the “Governing Documents”). Investors and prospective investors of each EI Fund should refer to the Governing Documents of the applicable EI Fund for complete information on the investment objectives and investment restrictions with respect to such EI Fund. There is no assurance that any of the EI Funds’ investment objectives will be achieved. The EI Funds are offered exclusively to accredited investors and/or qualified purchasers pursuant to Section 3(c)(1) or Section 3(c)(7) of the Investment Company Act of 1940 (as amended, the “Company Act”), and are therefore not required to register as investment companies under the Company Act in reliance upon certain exemptions available to private investment funds whose securities are not publicly offered. In accordance with common industry practice, one or more of the EI Funds’ general partners may enter into “side letters” or similar agreements with certain investors pursuant to which the general partner grants the investor specific rights, benefits, or privileges that are not made available to investors generally. EIC does not participate in any wrap fee programs. All assets of the EI Funds are managed on a discretionary basis in accordance with the terms and conditions of each EI Fund’s Governing Documents. As of December 31, 2023, EIC and its affiliates manage approximately $1,606,346,360 of client assets, all of which are managed on a discretionary basis1.