RIA Intelligence

ETRE LLC

CRD #121355 SEC #801-124815 CAMBRIDGE, MA 617-945-9401
SEC Registered
Total AUM
$192.1M
Discretionary
$192.1M
Employees
3
Clients
10
Accounts
60

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CHAUNCEY, PAULA, ELIZABETHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
CHAUNCEY, PAULA, ELIZABETHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
CHAUNCEY, PAULA, ELIZABETHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
CHAUNCEY, PAULA, ELIZABETHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
CHAUNCEY, PAULA, ELIZABETHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
CHAUNCEY, PAULA, ELIZABETHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
CHAUNCEY, PAULA, ELIZABETHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control
CHAUNCEY, PAULA, ELIZABETHIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (2)

MA NY

Address

135 GARDEN STREET
CAMBRIDGE, MA 02138-6721
United States
Phone: 617-945-9401