Kerberos Capital Management LLC
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
FINTRXOverview
Kerberos Capital Management LLC is an SEC-registered institutional registered investment adviser formed as a limited liability company. The firm’s business model centers on portfolio management across a mix of client types — individuals and small businesses, investment companies, pooled investment vehicles, and institutional or business clients. Kerberos charges fees based on a percentage of assets under management and also uses performance-based fee arrangements, and it lists other fee arrangements as well. The firm reports an institutional client base and does not identify itself as a capital allocator. Kerberos is not registered as a multi-state adviser and does not portray itself as an ESG-focused investor. Its disclosed industry roles include serving as a sponsor or general partner and acting as a managing member of pooled investment vehicles, and it has affiliations with a law firm in connection with these activities.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
2 of 2Kristina Pearson
Chief Compliance Officer and Director of OperationsCRD 7899238

Daniel Porcello
Partner, CFOCRD 7174232
Contacts
2 of 2Joseph Siprut
FounderCRD 7888039
David Proshan
Partner and General CounselCRD 5070371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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