SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Entrepreneurshares LLC
Boston, MA
CRD 153615
Firm filing updated March 31, 2026 ·
- $50.4MAssets
- 4Advisory staff
- 3Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $111,037 |
| High net worth individuals | Fewer than 5 clients | $4.0 million |
| Investment companies | 1 | $46.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for investment companies
- Other: "THIRD-PARTY UMA PLATFORM AND VALUATION SERVICES"
- Portfolio management for investment companies
- Other: "THIRD-PARTY UMA PLATFORM AND VALUATION SERVICES"
Assets and accounts
- Regulatory assets$50.4 million
- Accounts3
- DiscretionaryAll accounts
People
- Employees5
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 153615, SEC file 801-71638.
- Registered with the SEC as an investment advisor (status date on record: July 14, 2010).
Is Entrepreneurshares LLC a fiduciary?
Short answer: Entrepreneurshares LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.