Kuber Capital Management, LLC
RIAState Registered
Total AUM
$4.1M
Discretionary
$4.1M
100% of AUM
Avg account
$315K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 289514
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI78.78%
- Individuals21.22%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kuber Capital Management, LLC is an independent, individual-owned investment adviser organized as an LLC. The firm focuses on portfolio management for individuals and small businesses and bills clients using a combination of a percentage-of-assets fee and performance-based fees. It is registered in California and Georgia, and does not identify as an ESG-focused manager. The firm does not act as a capital allocator to in-house alternative vehicles; instead it relies on external managers where it uses alternatives at all.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities60%
- Derivatives20%
- Cash & Cash Equivalents20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Joseph Wright Investments
RIATucson, AZ
AUM $4.1MTEAM 1REPS 1
Wakil Wealth Advisory LLC
RIAAUM $4.1MTEAM 1REPS 1
Wealth Management Advisors, LLC
RIAGilbert, AZ
AUM $4.1MTEAM 1REPS 1
Relic Wealth Management LLC
RIAAUM $4.1MTEAM 1REPS 2
Calvie Financial
RIAAUM $4.1MTEAM 1REPS 1
Legacy Trust Advisors LLC
RIAAUM $4.1MTEAM 1REPS 1