Kubence
Firm details
- Headquarters
- ,
- CRD number
- 336461
- Registered since
- July 14, 2025
- 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 organized as a limited liability company and is registered with the SEC as of 2025. The firm is owned by an individual and charges clients on a percentage-of-assets-under-management basis. Its stated client focus is individuals and families, while its advisory services include portfolio management for individuals/small businesses as well as for businesses or institutions. Kubence does not identify as an active ESG investor and is not presented as a multi-state adviser. The firm also lists roles beyond direct advisory work: it serves as an investment adviser and sponsor and acts as a general partner/managing member of pooled investment vehicles. That suggests Kubence can be involved in sponsoring or managing third‑party pooled structures in addition to providing discretionary portfolio management.
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
Similar firms
Pivot Capital Management, LLC
RIAKelly Investment Management, LLC
RIAPrecision Vector Financial
RIANisonoff & Quadrel Investment Management LLC
RIAEast Brunswick, NJ
Lions Financial Advisory
RIANew York, NY