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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...
Overview
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
RIA
Sector focus
Frequently asked questions
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).
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