BERUNDA CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2018

Total AUM

$11.2M

Discretionary

$11.2M

100% of AUM

Avg account

$559K

Accounts

Employees

Advisory reps

Firm details

Headquarters: PRINCETON, New Jersey
CRD number: 297072
Registered since: June 14, 2018
Website: www.berundacap.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI87.21%
Individuals12.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Berunda Capital Management is an independent, LLC-formed registered investment adviser that began SEC registration in 2018. The firm serves individual and family clients and offers a mix of financial planning and portfolio management services for individuals, small businesses, and institutions. Its advisory mix also includes publishing periodicals or newsletters and running educational seminars and workshops. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm does not market itself as an ESG-focused investor, is not a multi-state adviser, and does not operate as a capital allocator.