ETRE LLC

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Assets, Funds, Holdings

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ETRE LLC
CRD #121355
SEC #801-124815
CIK #
AUM $172.7 MM (2024-03-22)
Employees 3 (33% Investors, 0% Brokers)
Phone617-945-9401
Address135 Garden Street
Cambridge, MA 02138-6721
Source [IAPD]
Total AUM ($MM)
180144108723602009201420192025
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
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