ENTASIS ASSET MANAGEMENT LLC
Firm details
- Headquarters
- BROOKFIELD, Wisconsin
- CRD number
- 282711
- Registered since
- October 22, 2021
- Website
- entasisam.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.8%
- Individuals26.11%
- Corporations / Businesses7.36%
- Pension & Profit Sharing Plans1.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Entasis Asset Management LLC is an independent registered investment adviser that focuses on discretionary portfolio management for both individuals/families and institutional clients. The firm combines advisory services—financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and educational workshops—with a fee model that mixes a percentage of assets under management and fixed fees. Entasis is not positioned as an ESG-focused investor and is not classified as a multi-state adviser. On the investment side, Entasis shows a clear tilt toward private funds, with a significant allocation to real estate strategies. Public-market exposure appears to be implemented through mutual funds and corporate debt instruments rather than a heavy reliance on direct equity positions. The firm operates primarily as a manager-of-managers: it allocates to third-party alternative managers rather than operating as a capital allocator running its own closed-end products.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds73%
- Exchange Traded Equities15%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 3K. ROBERT BATCHELOR
CEO & Co-FounderCRD 2763626
CHARLES BATCHELOR
Chief Investment OfficerCRD 5877693
MICHAEL PETERS
Co-Founder and CIOCRD 4519113
Contacts
2 of 2Ashley Fredricks
Senior Tax SpecialistCRD 7808214
DAVID LACROIX
Senior Financial AdvisorCRD 2697242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BROOKFIELD, WI
WAUKESHA
Location
BROOKFIELD, WI
Headquartered in BROOKFIELD, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WAUKESHA
- Address
- 200 S Executive Dr
- Time zone
- CT (UTC-6)
- Office locations
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