Entrepreneurshares LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 153615
- Registered since
- July 14, 2010
- Website
- entrepreneurshares.com
- 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
FINTRXOverview
Entrepreneurshares LLC is an SEC-registered limited liability company formed in 2010 that operates as an institutional registered investment adviser. The firm serves institutional clients and provides portfolio management specifically for investment companies. Ownership is listed as individual and the adviser does not function as a capital allocator — it appears to rely on external managers for certain strategies. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Entrepreneurshares identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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