Kuber Investments

Overview

Kuber Investments is a small, owner-operated advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and focuses its allocation activity on publicly traded equities, favoring exchange-listed instruments for core exposure. Kuber Investments does not identify as an active ESG investor and operates from a single state, managing client relationships directly rather than as a multi-state advisory platform. Given the firm’s client base of individuals and families and its relatively compact asset base, investment activity appears centered on tailored, account-level management rather than large institutional mandates. The adviser’s structure and reported preferences point to a straightforward equity-first approach with implementation through liquid, exchange-traded vehicles.

Assets & Accounts

Public Holdings

Location & Offices