Entasis Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brookfield, WI. Its latest Form ADV filing, dated March 26, 2026, reports $198M in regulatory assets under management, 5 employees, and 497 accounts.
Assets Under Management
$198M
Employees
5
Offices
--
Total Clients
159
Primary office
BROOKFIELD, WI
200 S EXECUTIVE DR., SUITE 101, BROOKFIELD, WI, United States
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
106
2
HNWI
29.6%
47
3
Corporations
2.5%
4
4
Pension Plans
1.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$198Mas of March 26, 2026
Discretionary97.5%
$193M
98% of total RAUM97.5%
Non-discretionary2.5%
$5M
2% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$198M
Total Accounts497
10Y AUM Change+$82M (+70.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee32:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.