Asset ManagerRIA · CRD 322382SEC-RegisteredPrivate Fund Adviser

Updated:

ENCOMPASS MORE ASSET MANAGEMENT

ENCOMPASS MORE ASSET MANAGEMENT LLC is an SEC-registered investment adviser in DANVILLE, CA, registered since 2022. The firm manages approximately $985 million...

ENCOMPASS MORE ASSET MANAGEMENT

ENCOMPASS MORE ASSET MANAGEMENT LLC is an SEC-registered investment adviser in DANVILLE, CA, registered since 2022. The firm manages approximately $985 million in assets. It has 108 employees and 85 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Sector focus

Real EstatePrivate Credit

Frequently asked questions

What types of loans does ENCOMPASS MORE originate?

The firm focuses on senior bridge loans, mezzanine debt, and preferred equity for transitional commercial real estate. Property types include multifamily, industrial, hospitality, and select retail. Loans typically fund acquisitions, recapitalizations, or value-add renovation programs, ranging from $5 million to $50 million per transaction.

Who invests with ENCOMPASS MORE ASSET MANAGEMENT?

The firm raises capital predominantly from family offices, registered investment advisors, and high-net-worth individuals. Investors access the strategy through discretionary commingled funds, separate accounts, and larger deal-by-deal co-investment opportunities. This structure allows limited partners to participate alongside the manager on specific transactions when desired.

How does ENCOMPASS MORE underwrite its loan portfolio?

Underwriting centers on asset-level cash flow stability, loan-to-value ratios, and debt service coverage at the property level. The firm targets middle-market borrowers with operational complexity that limits access to conventional bank financing. Investment returns derive from contractual interest payments and origination fees, with quarterly portfolio-level risk disclosures provided to investors.

What geographic markets does the firm serve?

ENCOMPASS MORE concentrates loan originations in the Southeast, Sun Belt, and Mountain West regions of the United States. These markets are selected for demographic and employment growth trends supportive of sustained commercial property performance. The firm maintains a primary-market and secondary-market focus rather than pursuing tertiary or rural opportunities.

Is ENCOMPASS MORE a single family office?

No. ENCOMPASS MORE ASSET MANAGEMENT operates as an investment manager raising third-party capital from institutional and private wealth channels, not as a single-family office. The firm manages commingled funds and separate accounts for external investors rather than serving a single source of proprietary capital.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles