KRUSEN CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2009

Total AUM

$256M

Discretionary

$63.8M

25% of AUM

Avg account

$1.2M

Accounts

217

Employees

Advisory reps

Firm details

Headquarters: WEST PALM BEACH, Florida
CRD number: 150754
Registered since: July 16, 2009
Website: krusencapital.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI47.92%
Corporations / Businesses26.36%
Pooled Investment Vehicles24.96%
Charitable Organizations0.46%
Insurance Companies0.3%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Krusen Capital Management, LLC is an SEC-registered investment adviser (formed as an LLC and registered in 2009) that operates as both an independent RIA and a hedge-fund manager. The firm functions as a capital allocator for individual, family and institutional clients, offering portfolio management for individual/small business accounts and for pooled investment vehicles, and it selects and allocates to third‑party managers on clients’ behalf. Fees are charged as a percentage of AUM and via fixed fees. Krusen is not an active ESG investor and is not registered as a multi‑state adviser. It also sponsors and serves as GP/managing member of pooled investment vehicles.