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.
Entrust Global Partners LLC
New York, NY
CRD 107940
Firm filing updated August 18, 2026 ·
- $11.8BAssets
- 40Advisory staff
- 90Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Pooled vehicles86
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | Fewer than 5 clients | $11.0 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 86 | $11.3 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $618,292 |
| Other investment advisors | Fewer than 5 clients | $6.7 million |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $471.8 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$11.8 billion
- Accounts90
- Discretionary$11.8 billion · 89 accounts
- Non-discretionary$6.7 million · 1 accounts
People
- Employees137
- Advisory staff40
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 107940, SEC file 801-56043.
- Registered with the SEC as an investment advisor (status date on record: November 17, 1998).
Is Entrust Global Partners LLC a fiduciary?
Short answer: Entrust Global Partners 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.