ETRE LLC

Overview

Etre LLC is an independent, SEC-registered investment adviser that serves high-net-worth individuals and families through fee-based portfolio management and financial planning. The firm runs portfolios with a clear tilt toward publicly traded equities, using exchange-traded vehicles and separately managed account structures as the primary building blocks. Etre charges clients on a percentage-of-AUM basis and operates as a non-capital-allocating adviser — it places client capital with third-party managers when pursuing private markets exposure rather than sponsoring its own pooled products. The firm does not position itself as an ESG-driven manager. Its client work centers on one-on-one wealth management for individuals and small businesses, emphasizing equity allocation and liquidity-managed private-market commitments appropriate for affluent clients. Etre uses qualified custodial relationships to hold client assets and relies predominantly on standard institutional custody and SMA infrastructure rather than offering pooled proprietary funds.

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Public Holdings

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Location & Offices