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Ententvest Inc.

Ententvest Inc.. CRD 311563

Ententvest Inc. logo

CRD: 311563

Ententvest Inc.

Palo Alto, CA, 94303
6505337732
ententvest.com
$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Betterment
Clients
Retail
Platforms
Fusion prime
Established Date
01-09-2021
Office Locations
1

Office Locations

2100 Geng Road Suite 210 Palo Alto CA

About Ententvest Inc.

EntentVest provides investment management and institutional consulting for pensions, endowments, and foundations, building customized portfolios aligned to client needs. The firm invests in the “new climate” theme—companies benefiting from advances in computing, agricultural innovation, and water technologies. Portfolios are implemented via Betterment with automation including rebalancing, tax-loss harvesting, and scheduled withdrawals.

Team overview

62 AVG AGE
$7.0M AVG AUM / ADVISOR
$411.8K AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Client Personas

Wave foundation

Custodian

Pathway bridge Focus

Investment Themes

Element meridian Prime radial Foundation vital Catalyst oak

Investment Vehicles

Timber

Services

Insight signal Foundation beacon Glacier insight Atlas bridge Summit Eagle ember

Technology

Optima

Owner & Executives

SCOTT ALAN SCHWARTZ

SCOTT ALAN SCHWARTZ

Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer

CRD
#2518654
Ownership
75% or more
(499) 458-5066
insight.wave@capitalcapital.com
in linkedin.com/in/prime-pioneer

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-26-2022
Category Assets AVG. Account size
Discretionary $7,000,000 $642,994
Non-Discretionary $0 --
Total $7,000,000 $642,994

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Separately Managed Accounts

Total SMA Asset: $7,000,000

$7.0M Total SMA
Equity - Exchange:
22.5%
Cash:
77.5%
Asset class Assets Assets %
Equity - Exchange $1,901,527,939 22.5%
Cash $6,549,707,347 77.5%
Total $8,451,235,286 100.0%

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