ENTREPRENEURSHARES LLC

RIASEC RegisteredEst. 2010
Total AUM
$50.4M
Discretionary
$50.4M
100% of AUM
Avg account
$16.8M
Accounts
3
Employees
5
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
153615
Registered since
July 14, 2010
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Investment Companies91.93%
  • HNWI7.85%
  • Individuals0.22%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Entrepreneurshares LLC is a small, SEC‑registered investment adviser formed in 2010 that provides portfolio management services to investment companies and other institutional clients. The firm is organized as a limited liability company and is owned by an individual. Its stated practice emphasizes equity exposure via liquid, exchange‑traded instruments combined with allocations to third‑party alternative managers. Entrepreneurshares identifies as an active ESG investor, which suggests environmental, social and governance factors are embedded into its public holdings selection and manager due diligence. The firm uses a mix of fee arrangements—percentage of assets under management, hourly charges and fixed fees—allowing flexibility across mandates. Entrepreneurshares manages assets on a discretionary basis and appears structured to service a small number of sizeable institutional relationships rather than a broad retail client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 3
  • Mihai Prisacariu

    Chief Compliance OfficerCRD 7134482

  • JOEL SHULMAN

    Founder, Managing Director & Chief Investment OfficerCRD 2267287

  • Eva Adosoglou

    Chief Operating OfficerCRD 7358297

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
175 Federal St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth