Bank / Wealth / TrustRIA · CRD 311563SEC-Registered

Updated:

EntentVest

EntentVest Inc. is a California Registered Investment Advisor specializing in investment management, financial planning and consulting. Its strategy is to...

EntentVest logo

EntentVest

EntentVest Inc. is a California Registered Investment Advisor specializing in investment management, financial planning and consulting. Its strategy is to invest in the new climate by investing in companies poised to benefit from advances in computing, dry farming, smart irrigation, and water desalination technologies. The firm builds customized portfolios for clients, partners with Betterment as custodian, and offers investment management and institutional consulting for pensions, endowments, and foundations.

General information

Firm type

Bank / Wealth / Trust

Year founded

2021

Location

Region

North America

Country

United States

City

Palo Alto

Corporate office

Palo Alto, CA, United States

Frequently asked questions

How does EntentVest source its venture deal flow?

EntentVest sources allocations through established relationships with Bay Area venture capital firms, acting as a co-investor alongside their rounds. The firm does not lead deals or run a proprietary scouting operation; instead, it evaluates opportunities presented by fund managers and matches them to individual client accounts. Because each client approves every investment, the firm's access depends on maintaining a reputation with VCs for reliable, informed capital.

Is EntentVest a venture capital fund or a wealth manager?

EntentVest is a wealth manager that offers venture investing as one component of its advisory platform. The firm is structured as a registered investment advisor (RIA), not a fund sponsor. Client assets are held in individually managed accounts, and venture exposure comes through direct co-investments in specific company rounds rather than through a commingled blind-pool fund.

Who are EntentVest's typical clients?

The firm serves a concentrated client base of technology operators, founders, and investors in the Bay Area. The model is built for individuals who have generated liquidity through equity compensation or company exits and want to reinvest some portion into private technology companies without committing to a traditional ten-year venture fund.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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