Enhanced Investment Strategies (Charlottesville)

Name: Enhanced Investment Strategies
Address: 182 Spotnap Road, Charlottesville, VA, 22911
Telephone: 434-295-6682

Enhanced Investment Strategies is a related adviser based in Charlottesville. It manages $12 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Virginia.

Enhanced Investment Strategies provides market timing services. 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 Investment Strategies: assets under management

The assets under management (AUM) of Enhanced Investment Strategies is $12 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Enhanced Investment Strategies for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Enhanced Investment Strategies

Sanjiv Bhatia has been acting as President since 1 Nov 2003. Andrew Thomas Callan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sanjiv Bhatia	Ceo/president	1 Nov 2003	75% - 100%	2891027
Andrew Thomas Callan	Chief compliance officer	1 Jan 2006	Other	38614

Based in Charlottesville

The principal office where Enhanced Investment Strategies performs its advisory services is located at 182 Spotnap Road, Charlottesville, VA 22911, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 434-295-6682 or by fax 202-448-5036. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.eisfund.com.