Kutumb Investments LLC

RIASEC RegisteredEst. 2026
Total AUM
$250M
Discretionary
$250M
100% of AUM
Avg account
$125M
Accounts
2
Employees
3
Advisory reps
3

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
342420
Registered since
May 26, 2026
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kutumb Investments LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered as of 2026 and describes its client base as institutional. Its advisory activity centers on portfolio management for businesses and institutions. The adviser charges a mix of percentage-of-AUM and performance-based fees and does not identify as an active ESG investor. The ownership structure is listed as a combination of a domestic entity and an individual. Kutumb does not present itself as a multi-state adviser, a pension consultant, a related adviser, or a capital allocator.

Assets & Accounts

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: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Michael Lean

    Partner, COOCRD 3096987

Contacts

2 of 2
  • Ethan Wilson

    Vice PresidentCRD 6089745

  • Rishi Doshi

    CRD 5830519

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
11780 Us Highway 1
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth