Kubence
Firm details
- Headquarters
- ,
- CRD number
- 336461
- Registered since
- July 14, 2025
- Website
- www.kubence.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kubence is an independent registered investment adviser organized as an LLC and reporting SEC registration in 2025. The firm is owned by an individual and positions itself as a fee-based wealth manager for individual and family clients, charging a percentage of assets under management. Its advisory mandate covers portfolio management for individuals and small businesses as well as for businesses or institutions. Kubence reports it is not an active ESG investor and does not function as a capital allocator; it also lists roles tied to pooled vehicles, including acting as an adviser/sponsor and as a general partner or managing member.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds35%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents28%
- Exchange Traded Equities4%
Owners & executives
1 of 1Mark Lutz
Chief Compliance OfficerCRD 6750020
Contacts
1 of 1
Sanjay Tolia
PresidentCRD 5238748
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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