⚲
|
ETRE LLC
✚
|
|
---|---|
CRD # | 121355 |
SEC # | 801-124815 |
CIK # | |
AUM | $172.7 MM (2024-03-22) |
Employees | 3 (33% Investors, 0% Brokers) |
Phone | 617-945-9401 |
Address | 135 Garden Street Cambridge, MA 02138-6721 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 10 | 4.3 |
(b) Individuals (high net worth individuals) | 44 | 168.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 54 | 172.7 |
By Discretionary | ||
Discretionary | 54 | 172.7 |
Non-Discretionary | 0 | 0.0 |
Total | 54 | 172.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 172.7 | |
Total | 54 | 172.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Financial Institution Services LLC
✚
|
NV | 0.2 |
McBroom & Associates LLC
✚
|
NV | 0.2 |
Shelter Rock Management LLC
✚
|
NY | 0.2 |
Tilia Fiduciary Partners Inc
✚
|
NC | 0.2 |
Utopia Wealth Management LLC
✚
|
FL | 0.2 |
Ascend Interplay LLC
✚
|
NY | 0.2 |
JHP Wealth Management LLC
✚
|
CO | 0.2 |
Bright Angel Advisors LLC
✚
|
MN | 0.2 |
Hutchinson & Ziegler Financial Advisors Inc
✚
|
CA | 0.2 |
Quantitative Strategies Inc
✚
|
CA | 0.2 |