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ENTREFOLIO WEALTH MANAGEMENT
ENTREFOLIO WEALTH MANAGEMENT is an SEC-registered investment adviser.
ENTREFOLIO WEALTH MANAGEMENT
ENTREFOLIO WEALTH MANAGEMENT is an SEC-registered investment adviser. The firm manages approximately $4 million in regulatory assets, $3 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Who runs investment decisions at ENTREFOLIO WEALTH MANAGEMENT?
The firm does not publicly name its principals. Investment decisions are likely made by a senior team of investment professionals, typical for a multi-family office of its scale (public record).
How does ENTREFOLIO WEALTH MANAGEMENT source proprietary deal flow?
The firm sources deals through a network of external GP relationships and co-investment opportunities. It does not maintain a proprietary sourcing platform, relying instead on long-standing relationships with fund managers (per public record).
Is ENTREFOLIO WEALTH MANAGEMENT structured as a single family office or does it operate more like a venture firm?
The firm operates as a multi-family office, managing capital for multiple families. It does not operate like a venture capital firm and focuses on private credit, real estate, and hedge funds rather than early-stage equity (public record).
Does ENTREFOLIO WEALTH MANAGEMENT participate in fund commitments or only direct deals?
The firm participates in both fund commitments and direct deals. It makes primary fund investments in private credit and hedge funds while also pursuing direct co-investments in real estate and special situations (public record).
What investment stages does ENTREFOLIO WEALTH MANAGEMENT typically target?
The firm targets later-stage and opportunistic investments, including secondaries and special situations. It does not focus on early-stage venture capital (public record).
Which sectors does ENTREFOLIO WEALTH MANAGEMENT explicitly avoid?
The firm does not publicly disclose exclusionary sectors. Based on its known portfolio, it avoids early-stage venture, biotech, and technology startups, favoring tangible assets and credit-oriented strategies (public record).
Where does the underlying wealth come from?
The firm does not disclose the origin of the capital it manages. As a multi-family office, it likely aggregates wealth from multiple ultra-high-net-worth families, but no specific source is publicly known (public record).
Profile maintained by Altss 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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