Entelevest LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Entelevest LLC
✚
CRD #318115
SEC #801-132186
CIK #0002109595
AUM 147.0 M (2026-03-06)
Employees 3 (67% Investors, 0% Brokers)
Fees
Minimum
Phone305-390-4197
Address121 Alhambra Plaza
Coral Gables, FL 33134
Source [IAPD] [EDGAR] [Website] [Twitter] [Instagram]
Total AUM ($M)
15012090603002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 2.1
Micron Technology Inc 1.9
Microsoft Corp 1.6
Alphabet Inc 1.4
Amazon Com Inc 1.4
Tesla Motors Inc 1.4
Nvidia Corp 1.1
General Electric Co 1.0
 
 
 
Holdings by Sector ($M)
1008060402002025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 79 27.4
(b) Individuals (high net worth individuals) 77 114.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 4.9
(n) Other 0 0.0
Total 280 147.0
By Discretionary
Discretionary 273 142.3
Non-Discretionary 7 4.8
Total 280 147.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 147.0
Total 280 147.0
EDGAR Form CIK 2011 - 2026
13F-HR [0002109595]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
Comparable Firms State AUM
Blue Bear Financial LLC
✚
147.4 M
Chelsea Advisory Services Inc
✚
NY 147.4 M
Horizon Wealth Investment Solutions LLC
✚
CO 147.2 M
Cross Border Financial Planning USA LLC
✚
PA 147.2 M
Orion Global Advisors US Inc
✚
147.0 M
Heritage Capital LLC
✚
CT 146.9 M
KOON Financial Planning & Consulting LLC
✚
IN 146.9 M
Proficient Wealth Counselors LLC
✚
MA 146.9 M
BWA LLC
✚
CA 146.9 M
CLF Asset Management Inc
✚
WI 146.9 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com