Berunda Capital Management

Overview

Berunda Capital Management is an independent, individual-owned advisory firm organized as an LLC and state-registered in New Jersey. The firm serves a client base made up primarily of individuals and families, charging a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning and portfolio management for individuals, small businesses and institutions, and the firm also produces written investment content and runs educational seminars or workshops. Investmently, the firm favors liquid equity exposures and uses exchange-traded instruments as a primary vehicle, while supplementing portfolios with third-party real estate allocations. Berunda does not identify as an active ESG investor and is structured to operate on a relatively compact scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices