KAUZER CAPITAL MANAGEMENT, LLC

Overview

Kauzer Capital Management, LLC is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm favors equity exposure as its primary allocation, running portfolios that are heavily weighted to exchange-traded equities and ETFs while supplementing equity positions with mutual funds and annuities where appropriate. Investment activity shows a preference for liquid, tradable instruments accessed through a mainstream custodian, with selective use of alternative strategies—venture capital, private placements and real estate—to meet specific client objectives. The business model is lean and individualized: percentage-of-AUM fees and single-account relationships dominate the book, suggesting bespoke portfolio decisions rather than a one-size-fits-all model. Kauzer Capital Management positions itself to deliver direct equity exposure for clients who want concentrated market participation, while retaining the flexibility to introduce illiquid alternatives when a client’s profile and suitability allow.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices