ETRE LLC

Adviser information for ETRE LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	54	$172.7M
Non-Discretionary	0	$0
Total	54	$172.7M

Clients

Type	Number	RAUM
Individuals	10	$4.3M
HNW Individuals	44	$168.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-124815
SEC ERA File Number	801-124815
SEC CIK Numbers	None
SEC CRD Numbers	121355
Legal Entity Identifier	None

Principal Office

135 GARDEN STREET
CAMBRIDGE
MA
United States

Monday - Friday, 8:00 A.M.-6:00 P.M.

Tel: 617-945-9401, Fax: 617-945-9402

Chief Compliance Officer

PAULA E. CHAUNCEY, CFA

MANAGING PARTNER

135 GARDEN STREET

CAMBRIDGE

United States

Tel: 617-945-9401

P********@**********M

(Full email address available in API data)

Regulatory Contact