Entrust Partners LLC is a large advisory firm based in New York. It manages $5.48 billion of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 22 other states.
Entrust Partners provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Entrust Partners LLC is $5.48 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3829% since the beginning of its operation, and $639.88 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Entrust Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of Entrust Partners is pooled investment vehicles with 38 clients and $5.45 billion of assets under management. Among the 10 most similar advisory firms, Entrust Partners has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.48 billion for 39 clients. 11% of the firm’s clients are foreign persons or businesses.
Entrust Partners also advises several private funds. Namely, ten hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $20,000,000.
The company employs 155 people that are either part- or full-time employees. 23 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Entrust Partners LLC performs its advisory services is located at 375 Park Avenue, New York, NY 10152, which is also the mailing address of the firm. An additional office of the firm is in Medfield, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-888-1040 or by fax (212) 225-8469. The normal business hours are 9:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at entrustcapital.com.