ETRE LLC
  • ETRE LLC

Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 04/29/2022
Other registrations (1)
ADV Location CAMBRIDGE, MA, United States
Contact Info 617 xxxxxxx
AUM* 216,807,051 26%
of that, discretionary 216,807,051 26%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 976,608 -69%
% High Net Worth 100.00% 23%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

217M 186M 155M 124M 93M 62M 31M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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