{
  "crd_number": 121355,
  "slug": "etre-llc-cambridge-ma-121355",
  "primary_business_name": "ETRE LLC",
  "legal_name": "ETRE LLC",
  "dbas": [],
  "city": "Cambridge",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-04-29",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 216807051.0,
  "raum_discretionary": 216807051.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 216807051.0,
      "count": 60
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121355",
  "city_as_filed": "CAMBRIDGE",
  "url": "https://advisorcensus.com/firm/etre-llc-cambridge-ma-121355",
  "display_name": "Etre LLC",
  "summary": "Etre LLC is an SEC-registered investment advisory firm in Cambridge, MA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Etre LLC (CRD 121355): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Etre LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Etre LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Etre LLC located?",
      "a": "Etre LLC's principal office is in Cambridge, MA, according to its Form ADV."
    },
    {
      "q": "Is Etre LLC registered with the SEC or a state?",
      "a": "Etre LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 121355."
    },
    {
      "q": "How much does Etre LLC manage?",
      "a": "Etre LLC reports $216,807,051 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Etre LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Etre LLC: Regulatory assets under management: $132,277,251 in the October 2022 data and $216,807,051 in the October 2026 data, up 64%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Etre LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (60)."
    },
    {
      "q": "Which custodians does Etre LLC use?",
      "a": "Etre LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Etre LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/121355"
    },
    {
      "q": "What changed in Etre LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $192,145,320 to $216,807,051 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 132277251.0,
      "total_employees": 3,
      "filing_date": "2022-04-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 141719562.0,
      "total_employees": 3,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 172662645.0,
      "total_employees": 3,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 192145320.0,
      "total_employees": 3,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 216807051.0,
      "total_employees": 3,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $192,145,320 to $216,807,051 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$6,000",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $6,000"
        ],
        "quotes": [
          "Minimum annual fee: $6,000"
        ]
      }
    ],
    "quotes": [
      "Minimum annual fee: $6,000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/etre-llc-cambridge-ma-121355.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 216807051.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121355",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}