Bank / Wealth / TrustRIA · CRD 311563SEC-Registered

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EntentVest

EntentVest is an SEC-registered investment adviser in Palo Alto, CA. The firm manages $7 million in regulatory assets. It has one employee and one investment...

EntentVest logo

EntentVest

EntentVest is an SEC-registered investment adviser in Palo Alto, CA. The firm manages $7 million in regulatory assets. It has one employee and one investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2021

AUM

Undisclosed

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.

What investment stages does EntentVest target?

The firm focuses on early-stage venture, typically participating in Seed through Series B rounds of technology companies. The emphasis is on enterprise software, AI/ML, and financial infrastructure, consistent with the domain expertise of its Bay Area client base. Later-stage and growth-equity opportunities appear less central to the platform's documented activity.

Does EntentVest manage discretionary portfolios, or do clients approve each investment?

Clients retain approval authority over every venture investment. The firm presents individual deal opportunities — company, terms, and co-investor context — and each client decides whether to participate. For non-venture wealth management services, the firm may operate on a more discretionary basis, but the venture platform is explicitly structured around deal-by-deal consent.

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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