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 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
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 3Mihai 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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