SourcingSourcing

ENTREPRENEURSHARES LLC

A66
CRD 153615·SEC 801-71638·BOSTON, MA
AUM
$50.4M
$25M-$100M
Est. Revenue
$504K
@ 1% on AUM
Est. EBITDA
$151K
@ 30% margin
Est. Deal Value
$1.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ENTREPRENEURSHARES LLC
CRD
153615
SEC file #
801-71638
EIN
—
DBA names
—

Economics

AUM
$50.4M
AUM band
$25M-$100M
AUM trajectory
'20'26
$52.9M → $50.4M▼ -5%
Client mix
Investment Companies1

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
twitter.com/ershares(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHULMAN, JOEL, MARK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SHULMAN, JOEL, MARK
Adosoglou, Eva
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:entrepreneurshares.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2267287
Trust Company Affiliate
No

People (3)

3
SHULMAN, JOEL, MARK
IAR · Direct Owner · 87.5%
2267287
Adosoglou, Eva
Executive Officer · 2.5%
7358297
Prisacariu, Mihai, Rares
Executive Officer · 2.5%
7134482