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ENTASIS ASSET MANAGEMENT LLC
CRD 282711 · SEC 801-121733
200 S EXECUTIVE DR., SUITE 101, BROOKFIELD, WI, 53005, United States
Phone
262-754-5299
Fax
262-436-1744
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$197.9M
Discretionary AUM
$193.0M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $51.7M |
| High net worth individuals | 47 | $128.2M |
| Pension/profit sharing plans | 2 | $3.4M |
| Corporations/business entities | 4 | $14.6M |
States served
IL, WI, TX
All web addresses on file
Official SEC filing: View on IAPD