Entrust Partners Offshore LP (New York)

Entrust Partners Offshore provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Entrust Partners Offshore: assets under management

The assets under management (AUM) of Entrust Partners Offshore LP is $5.76 billion. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.74 billion in discretionary accounts and $15.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $382.95 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $15.01 million.

Entrust Partners Offshore has custody of $5.74 billion in cash and securities for 15 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Entrust Partners Offshore LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 9 indirect owners.

Based in New York

The principal office where Entrust Partners Offshore LP performs its advisory services is located at 375 Park Avenue, New York, NY 10152, which is also the mailing address of the firm. An additional office of the firm is in Medfield, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-888-1040 or by fax 212-888-0751. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at entrustcapital.com.

Registered investment advisers similar to Entrust Partners Offshore LP

• Keystate Advisory
• Fiduciary Counselling
• Genesis Asset Managers
• Genesis Asset Managers Intl
• Legg Mason Capital Management
• Green Court Capital Management Limited
• Pamet Capital Management
• Tukman Capital Management
• Stadion Money Management
• Hennessy Advisors
• Principal Global Investors (Hong Kong) Limited
• Cadence Capital Management
• Pavilion Alternatives Group Limited
• Clay Finlay
• Weiss Multi Strategy Advisers