Enhanced Capital Partners, LLC

Enhanced Capital Partners, LLC, a registered investment adviser established in 2014, specializes in providing securities-related investment advisory services focused on renewable energy, historic real estate rehabilitation, and affordable housing projects. The firm manages discretionary regulatory assets under management of $373,088,996 and non-discretionary regulatory assets under management of $501,880,463 as of December 31, 2024. Enhanced's investment strategy involves seeking economically viable investments with competent management and market potential, applying a thematic framework to generate positive economic and environmental impact alongside financial return. The firm tailors investment advice to individual client needs and objectives, aligning with responsible investing directives. Enhanced's clients include the Texas Fund, SBIC Fund, Clifford Funds, and Climate Fund, with investments tailored to each client's mandates and restrictions. The firm follows a disciplined investment process involving six phases and closely monitors portfolio investments. Enhanced operates independently from affiliated entities and maintains a separate investment program. The firm does not receive compensation from broker-dealers and has custody of client assets, subject to regulatory requirements. Enhanced has discretionary authority over client investments, except for the Clifford Funds and Climate Fund. The firm's proxy voting policy aligns with its responsible investing approach. Enhanced has no financial commitments impairing its ability to meet contractual and fiduciary obligations.