Entrepreneurshares Llc
- Regulatory AUM
- $50.4M
- Discretionary
- $50.4M
- Clients
- 1
- Avg AUM / client
- $50.4M
- Accounts
- 3
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $111K | 0.22% |
| High net worth individuals | Fewer than 5 clients | $4.0M | 7.85% |
| Investment companies | 1 | $46.3M | 91.9% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joel Mark Shulman | Managing Member / Founding Partner / Chief Investment Officer | CFA | Jun 2010 (16y) | 75% or more |
| Prisacariu, Mihai, Rares | Chief Compliance Officer | Jun 2019 (7y) | Less than 5% | |
| Adosoglou, Eva | Chief Operating Officer | Apr 2020 (6y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for investment companies
- • Other services
Custody
Reported custodians
- BNY Mellon $56.0M (49% of AUM) Mar 2018
- Bac Florida Investments Corp. $615K (1% of AUM) Jun 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗