ENTENTVEST INC.
ENTENTVEST INC. of PALO ALTO, CA is an SEC-registered investment adviser (CRD 311563). Regulatory assets under management: $7.0M.
Registration
- CRD: 311563
- SEC file number: 801-120057
- Type: Registered investment adviser
- Location: 2100 GENG ROAD, PALO ALTO, CA, 94303
- Phone: (650) 533-7732
- Latest filing: 2026-01-30
- Regulatory AUM: $7.0M
- Discretionary AUM: $7.0M
- Clients: 1
- Accounts: 22
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| SCHWARTZ ALAN | CEO/CHIEF COMPLIANCE OFFICER | — |
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