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Entasis Asset Management LLC

Entasis Asset Management LLC. CRD 282711

E

CRD: 282711

Entasis Asset Management LLC

Brookfield, WI, 53005
2627545299
entasisam.com
$197.9M Total AUM
$193.0M Disc. AUM
-- 3Y CAGR
5 Employees
159 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
MomentumFoundation summit
Established Date
04-07-2016
Office Locations
2

Office Locations

200 S Executive Dr. Suite 101 Brookfield WI
300 N Corporate DR Suite 220 Brookfield WI

About Entasis Asset Management LLC

Entasis Asset Management is an investment advisor providing financial planning and investment management with low-cost, understandable portfolios built through an institutional investment process. It serves individual investors and institutions, including retirement plan providers seeking a fiduciary partner, and also provides outsourced investment research to other advisors, emphasizing proactive fee management and transparent communication.

Team overview

54 AVG AGE
$39.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
8.1 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Value Element horizon Crest

Client Personas

Element alpha Peak

Custodian

Radial Catalyst value Insight capital Glacier glacier

Investment Themes

Vital Wave Vector

Investment Vehicles

Prime Meridian Timber vital

Platform

Pioneer Eagle legacy

Services

Beacon Oak ridge Vector pathway Capital Timber atlas Value Ember Signal quantum Capital fusion

Technology

Ridge legacy Pioneer

Owner & Executives

K. ROBERT JOHN BATCHELOR

K. ROBERT JOHN BATCHELOR

Chief Compliance Officer, Manager

CRD
#2763626
Ownership
25% but less than 50%
(525) 681-1615
glacier.prime@radialcapital.com
in linkedin.com/in/vertex-prime
C

CHARLES J BATCHELOR

Chief Investment Officer, Co-founder, Manager

CRD
#5877693
Ownership
10% but less than 25%
(827) 224-5309
unison.zenith@zenithcapital.com
in linkedin.com/in/radial-pathway
G

Glacier glacier

Atlas alpha

CRD
#84181
Ownership
39.4%
(433) 730-7027
vector.vital@eaglecapital.com
in linkedin.com/in/vector-matrix

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Contacts

A

Ashley Megan Fredricks

--

CRD
#7808214
(205) 252-7616
value.bridge@horizoncapital.com
in linkedin.com/in/pathway-quantum
DAVID DANIEL LACROIX

DAVID DANIEL LACROIX

Financial Advisor, General Partner

CRD
#2697242
(596) 548-6724
momentum.beacon@ridgecapital.com
in linkedin.com/in/frontier-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
11-01-2023
03-19-2024
03-18-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $192,954,038 $433,605
Non-Discretionary $4,924,861 $94,709
Total $197,878,899 $398,147

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Separately Managed Accounts

Total SMA Asset: $197,878,899

$197.9M Total SMA
Private Funds:
12.6%
Equity - Exchange:
8.3%
Cash:
16.6%
Corporate - Investment Grade:
14.8%
Municipal Bonds:
27.3%
U.S. Government/Agency:
20.4%
Asset class Assets Assets %
Private Funds $580,891,893 12.6%
Equity - Exchange $382,651,009 8.3%
Cash $765,302,018 16.6%
Corporate - Investment Grade $682,317,461 14.8%
Municipal Bonds $1,258,599,101 27.3%
U.S. Government/Agency $940,491,636 20.4%
Total $4,610,253,118 100.0%

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