Kubence

RIASEC RegisteredEst. 2025
Total AUM
$570K
Discretionary
$570K
100% of AUM
Avg account
$570K
Accounts
1
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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: US Government Bonds 35%, Public Funds/Mutual Funds 33%, Cash & Cash Equivalents 28%, Exchange Traded Equities 4%35%
  • US Government Bonds35%
  • Public Funds/Mutual Funds33%
  • Cash & Cash Equivalents28%
  • Exchange Traded Equities4%

Owners & executives

1 of 1
  • Mark Lutz

    Chief Compliance OfficerCRD 6750020

Contacts

1 of 1
  • Sanjay Tolia

    Sanjay Tolia

    PresidentCRD 5238748

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth