Encore Consumer Capital, LP (San Francisco)

Name: Encore Consumer Capital, LP
Address: 111 Pine Street, San Francisco, CA, 94111
Telephone: 415-296-9850

Encore Consumer Capital, LP is a large advisory firm based in San Francisco. It manages $381.98 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

Encore Consumer Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Encore Consumer Capital: assets under management

The assets under management (AUM) of Encore Consumer Capital, LP is $381.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $381.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $127.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Encore Consumer Capital, LP 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.

What kind of clients Shen Bill serves?

The only and largest group of clients of Shen Bill is pooled investment vehicles with 3 clients and $381.98 million of assets under management. Among the 10 most similar advisory firms, Encore Consumer Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $381.98 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Encore Consumer Capital also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Encore Consumer Capital, LP

The company employs 15 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Shen Bill has been acting as President since 1 Dec 2013. Lee Rawson Pantuso joined the executive team most recently as the Chief Financial Officer / Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Dale Smith	Managing director	1 Jan 2005	Other	5912834
Scott Robert Sellers	Managing director, trustee, managing member	1 May 2005	Other	5912871
Robert Lee Brown	Managing director, trustee, managing member	1 May 2005	Other	5924015
Sellers Trust	Member	1 May 2005	50% - 75%	99-9999999
The Hoefer Brown Family Trust	Member	1 May 2005	50% - 75%	99-9999999
Juliana Harriet Sellers	Trustee	1 May 2005	50% - 75%	5949764
Kirstin Therese Hoefer	Trustee	1 May 2005	50% - 75%	5949766
Kevin Patrick Murphy	Managing director and chief compliance officer	1 Jan 2010	Other	5949745
Shen Bill	Director	1 Dec 2013	Other	6318341
Llc Encore Consumer Capital Gp	General partner	1 Jun 2015	50% - 75%	47-4363962
Llc Encore Consumer Capital Gp	General partner	1 Jun 2015	Other	47-4363962
Megan Tracey Pirsch	Chief compliance officer and finance manager	1 Oct 2015	Other	6572684
Lee Rawson Pantuso	Chief financial officer / chief compliance officer	1 Jun 2019	Other	6049454

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Scott Robert Sellers	Managing member	1 Jun 2015	50% - 75%	5912871
Robert Lee Brown	Managing member	1 Jun 2015	50% - 75%	5924015

Based in San Francisco

The principal office where Encore Consumer Capital, LP performs its advisory services is located at 111 Pine Street, San Francisco, CA 94111, 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 415-296-9850 or by fax 415-296-9075. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at encoreconsumercapital.com.