Kuber Capital Management, LLC

RIASEC Registered
Total AUM
$4.1M
Discretionary
$4.1M
100% of AUM
Avg account
$315K
Accounts
13
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
289514
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI78.78%
  • Individuals21.22%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Kuber Capital Management, LLC is a small, privately owned limited liability company that provides portfolio management for individuals and small businesses. The firm serves individual and family clients and reports a fee model that combines a percentage-of-assets arrangement with performance-based fees. It is not identified as a multi-state adviser and does not characterize itself as an active ESG investor. FINTRX classifies the firm as unclassified and notes an individual owner type; the record does not supply an SEC registration year.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Exchange Traded Equities 60%, Derivatives 20%, Cash & Cash Equivalents 20%60%
  • Exchange Traded Equities60%
  • Derivatives20%
  • Cash & Cash Equivalents20%

Owners & executives

1 of 1
  • Akhilesh Misra

    Managing Member And Chief Compliance OfficerCRD 6841815

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth