Kerberos Capital Management LLC

RIASEC Registered
Total AUM
$412M
Discretionary
$64.9M
16% of AUM
Avg account
$31.7M
Accounts
13
Employees
8
Advisory reps
4

Firm details

Headquarters
Chicago, Illinois
CRD number
315699
Registered since
November 1, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles86.7%
  • Other Investment Advisers10.96%
  • Investment Companies1.58%
  • Other0.77%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kerberos Capital Management LLC is an institutional registered investment adviser that began SEC registration in 2024. The firm serves predominantly institutional clients and provides portfolio management across a range of account types, including mandates for individuals and small businesses, investment companies, pooled investment vehicles, and other business or institutional investors. Ownership is held by a combination of a domestic entity and an individual. Fee arrangements include asset-based fees, performance fees and other bespoke fee terms. The firm is not positioned as a capital allocator; instead it acts as an adviser and operator of pooled vehicles, serving as a general partner/managing member and sponsor in some structures. Kerberos does not identify as an active ESG investor, is not a multistate adviser for the purposes of the available data, and it is not a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
17 N State St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth