ENTRUST INVESTMENT MANAGEMENT LLC
Adviser information for ENTRUST INVESTMENT MANAGEMENT LLC last updated from Form ADV on March 7th, 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 | Louisiana, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 20 | $12.7M |
| Non-Discretionary | 0 | $0 |
| Total | 20 | $12.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 4 | $1.0M |
| HNW Individuals | 8 | $11.7M |
| 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 | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-56888 |
|---|---|
| SEC ERA File Number | 801-56888 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111283 |
| Legal Entity Identifier | None |
Principal Office
2401 TOWER DRIVEMONROE
LA
United States
Monday - Friday, 8AM-12PM & 1PM-5PM
Tel: 318-322-7157, Fax: 318-325-2067
Chief Compliance Officer
CLINT RIDER
PARTNER/OWNER, TREASURER
2401 TOWER DRIVE
MONROE
LA
United States
Tel:
312-322-7157
Fax:
318-325-2067
C****@*****************M
(Full email address available in API data)
Industry Affiliates
| GRAHAM, BORDELON, GOLSON & GILBERT, INC. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GRAHAM BORDELON & CO INC | Domestic Entity | – | MEMBER OF LLC | 09/1999 | > 75% |
| GOLSON, JEFFREY, KEY | Individual | GRAHAM BORDELON & CO INC | OWNER | 01/2006 | 25-50% |
| GILBERT, MICHEAL, BRUCE | Individual | GRAHAM BORDELON & CO INC | OWNER | 07/2011 | 25-50% |
| RIDER, JAMES, CLINT | Individual | – | TREASURER, CHIEF COMPLIANCE OFFICER | 04/2020 | 25-50% |