Etre provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, philanthropic planning, and tax planning.
Etre reports 60 high-net-worth individuals. Of its assets, 100.0% ($217M across 222 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 60 | $217M | 100.0% | $3.61M |
| Total | 60 | $217M | 100% | $3.61M |
- Clients
- 60
- Regulatory AUM
- $217M
- AUM share
- 100.0%
- Avg. per client
- $3.61M
Total
- Clients
- 60
- Regulatory AUM
- $217M
- AUM share
- 100%
- Avg. per client
- $3.61M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Etre charges 0.85%–1.70% a year for its Investment Advisory and Management. The fee is billed in arrears, is negotiable and has a $6,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is billed hourly at $600 monthly in arrears, or as a project fee with a $1,200 initial retainer, or as an annual retainer.
Paula Chauncey owns 75% or more of Etre. The leadership team of Etre includes Chief Compliance Officer Paula Chauncey. It has 3 employees, 1 of them in advisory roles.
Leadership
- Paula ChaunceyManaging Partner and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Etre LLC
Paula Chauncey
Control person · since February 1999
Etre’s regulatory assets grew 1.6× from $132M (April 2022) to $217M (March 2026); clients rose from 51 to 60 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $217M | 60 | 3 | 1 |
| March 2025 | $192M | 60 | 3 | 1 |
| March 2024 | $173M | 54 | 3 | 1 |
| June 2023 | $142M | 54 | 3 | 1 |
| April 2022 | $132M | 51 | 3 | 1 |
Besides its headquarters, Etre has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 135 Garden Street, CambridgeHQ
Contact and registration details
- Legal name
- Etre LLC
- Headquarters
- 135 Garden Street, Cambridge, MA 02138-6721
- Website
- Not reported
- Phone
- 617-945-9401
- SEC file
- 801-124815
- Founded
- 2001
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Etre uses Fidelity ($131M) as custodian for its separately managed accounts. Etre has custody of $105M in client assets for 49 clients.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $131M100%
At year end, Etre’s separately managed accounts were mostly in stocks (51%) and bonds (36%).
What the accounts hold
- Stocks51%
- Bonds36%
- Investment grade corporate bonds23%
- U.S. government and agency bonds13%
- Cash13%
How many clients does Etre have?
Etre has 60 clients and manages $217 million for them, as of March 2026. They include 60 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Etre offer?
Etre provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Etre charge?
Etre charges 0.85%–1.70% a year for its Investment Advisory and Management. The fee is billed in arrears, is negotiable and has a $6,000 annual minimum.
Source: ETRE LLC, filed 26 March 2026
Which custodians does Etre use?
Etre’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $131M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Etre have?
Etre has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Etre invest in?
At the end of its last fiscal year, Etre’s separately managed accounts held 51% exchange-traded equities, 23% investment grade corporate bonds, 13% U.S. government and agency bonds and 13% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Etre?
Etre’s direct owner is Paula Chauncey (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Etre get paid?
Etre is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Etre registered with the SEC?
Yes, Etre has been registered with the SEC as an investment adviser since 29 April 2022. Its CRD number is 121355 and its SEC file number is 801-124815.
Source: Form ADV Part 1A, Item 1, filed 26 March 2026; IAPD firm record
How do I contact Etre?
Etre’s main office is at 135 Garden Street, Cambridge, MA 02138-6721. Its phone number is 617-945-9401.