Data / Investment advisers / Illinois / Energize Capital LLC
Energize Capital LLC, Chicago, IL: $1.7 billion AUM, SEC registered investment adviser
Energize Capital LLC is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $1.7 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 26 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 289047
- SEC file number
- 801-129111
- SEC status
- Approved, effective November 28, 2023
- Main office
- One South Wacker Drive Suite 2350, Chicago, IL 60606
- Phone
- (312) 724-7742
- Website
- energizecap.com
- Regulatory AUM
- $1,665,755,678 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $1,665,755,678
- Accounts
- 26
- Employees
- 26, of which 13 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 26: 21 venture capital funds, 5 private equity funds
- Gross assets of private funds
- $1,675,894,191
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 26 | $1.67 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.67 billion | March 31, 2026 |
| December 1, 2025 | $1.65 billion | June 18, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ofs Capital Management, LLC | Chicago | $1.76 billion | Not listed | adviserinfo.sec.gov |
| Center Rock Capital Partners, LP | Chicago | $1.73 billion | 8 | adviserinfo.sec.gov |
| Slate Advisory Service (US) LLC | Chicago | $1.71 billion | 6 | adviserinfo.sec.gov |
| Oak Ridge Investments, LLC | Chicago | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Muller & Monroe Asset Management,Llc | Chicago | $1.67 billion | 9 | adviserinfo.sec.gov |
| Northern Trust Securities, Inc | Chicago | $1.66 billion | Not listed | adviserinfo.sec.gov |
| LPC Realty Advisors I, LLC | Chicago | $1.65 billion | Not listed | adviserinfo.sec.gov |
| Creation Investments | Chicago | $1.60 billion | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Energize Capital LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.