Kuli Capital Management

Overview

Kuli Capital Management is a small, client-focused registered investment adviser that concentrates on discretionary portfolio management for individuals and small businesses. The firm shows a clear preference for equities, allocating the majority of its assets to exchange-traded equities, and complements that equity exposure with mutual funds, corporate debt and annuity holdings. Kuli Capital uses a fee model that includes a percentage of AUM, hourly charges and fixed fees, which supports working with clients who prefer either ongoing management or project-based advice. Investment activity appears centered on separately managed account strategies and exchange-traded instruments. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser. Its classification and owner structure indicate a single-individual ownership operating as a Limited Liability Company, with advisory services oriented to private clients rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices