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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-07-2016
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between March 18, 2025 and March 26, 2026, reported AUM increased 15.7%, from $171.0M to $197.9M.
Across 5 reported observations, AUM increased 65.1% between March 31, 2022 and March 26, 2026, from $119.8M to $197.9M.
Of the latest reported AUM, 97.5% is discretionary and 2.5% is non-discretionary.
The firm reports 5 advisory representatives and 159 clients, or 31.8 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 2 reported office locations and 10 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Entasis Asset Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
K. ROBERT JOHN BATCHELOR
Chief Compliance Officer, Manager
- CRD
- #2763626
- Ownership
- 25% but less than 50%
CHARLES J BATCHELOR
Chief Investment Officer, Co-founder, Manager
- CRD
- #5877693
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Ashley Megan Fredricks
Senior Tax Planner
- CRD
- #7808214
DAVID DANIEL LACROIX
Financial Advisor, General Partner
- CRD
- #2697242
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Entasis Asset Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.