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ENTRUST PARTNERS OFFSHORE LP

32 known aliases resolved via the canonical alias map

Market position · 2024

Plans served19+2 YoYRank #739 of mapped providers
Assets under administration$43.9B0.1%Market share · rank #341
Fees received$4MMedian $44,159/planSum across Schedule C direct + indirect
Net wins YoY+46 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ENTRUST PARTNERS OFFSHORE LP plan look like?
Service mix · median fees per plan
Count of plans where ENTRUST PARTNERS OFFSHORE LP ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28
17$53,417
Soft dollars commissions; Investment management fees paid directly by planCode 51
2$24,474
Competitor overlap
Percent of ENTRUST PARTNERS OFFSHORE LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ENTRUST PARTNERS OFFSHORE LP.
SponsorFromAssets
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001
ENTRUST PERMAL PARTNERS LP$6.0B
BD OF TRUSTEES-HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 6 PENMA · 516135057-001
BMO HARRIS BANK NA$166M
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2MD · 520749130-001
CARDAY ASSOCIATES$146M
BOARD OF TRUSTEES, IRONWORKERS LOCAL #16 PENSION PLANWA · 526148924-001
WELFARE & PENSION ADMIN SERVICE INC$127M
BOARD OF TRUSTEES-IRON WORKERS' LOCALS NO. 15 & 424CT · 066077019-001
WELLS FARGO BANK, N.A.$82M
Plans lost in 2024
Appeared last year under ENTRUST PARTNERS OFFSHORE LP; not this year.
SponsorToAssets
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001
UPTODATE, INC$16.2B
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001
GROOM LAW GROUP$1.6B
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002
$15.0B311,750$1M2y-
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001
$7.5B80,280$540,28910y-
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001
$6.0B50,363$789,2362y-
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001
$4.8B34,009$6,56610y-
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001
$3.3B64,255$272,6564y-
BOARD OF TRUSTEES OF LOCAL 282NY · 116245313-001
$1.4B7,375$150,7069y-
EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNIONDC · 812741678-001
$1.2B7,935$31,9258y-
CONSTRUCTION INDUSTRY LABORERS PENSION FUNDMO · 436060737-001
$1.1B14,224$113,7368y-
PIPE & REFRIGERATION FITTERS LOCAL 537MA · 516030859-001
$962M3,883$24,25910y-
BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUNDNY · 116183515-001
$767M13,861$145,2299y1
Flag exposure
94.7%Market: 89.2%
This provider
Market baseline

Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.

Aliases resolved (32)
Raw Schedule C names collapsed into ENTRUST PARTNERS OFFSHORE LP.
  • ENTRUST
  • ENTRUST CAPITAL
  • ENTRUST CAPITAL DIVERISIFIED FUND
  • ENTRUST CAPITAL DIVERSIFIED FUND
  • ENTRUST CAPITAL INC.
  • ENTRUST CAPITAL MANAGEMENT LP
  • ENTRUST GLOBAL
  • ENTRUST GLOBAL ACTIVIST MCG FUND
  • ENTRUST GLOBAL LTD.
  • ENTRUST GLOBAL PARTNERS
  • ENTRUST GLOBAL PARTNERS LLC
  • ENTRUST GLOBAL PARTNERS OFFSHORE LP
  • ENTRUST GLOBAL PARTNERS OFFSHORE, L
  • ENTRUST GLOBAL PARTNERS OFSHORE LP
  • ENTRUST PARTNERS
  • ENTRUST PARTNERS LLC
  • ENTRUST PARTNERS OFFSHORE
  • ENTRUST PARTNERS OFFSHORE INC
  • ENTRUST PARTNERS OFFSHORE L9
  • ENTRUST PARTNERS OFFSHORE LLC
  • ENTRUST PARTNERS OFFSHORE LP
  • ENTRUST PARTNERS OFFSHORE LP-SOF
  • ENTRUST PARTNERS OFFSHORE, LLC
  • ENTRUST PARTNERS OFFSHORE, LP
  • ENTRUST PERMAL
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ENTRUST PARTNERS OFFSHORE LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions15.26%1.71%+3.55 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with ENTRUST PARTNERS OFFSHORE LP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
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