Kuber Investments

Overview

Kuber Investments is an independent, privately owned registered investment adviser operating as a corporation that focuses on wealth management for individuals and families. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management services tailored to individuals and small businesses. Its stated investment orientation favors equities, and the firm does not identify as an active ESG investor. Regulatory and client-service classifications indicate a relatively narrow, client-focused practice: it is not positioned as a capital allocator or pension consultant, and it does not operate as a multi-state adviser or related-adviser network. Ownership is listed as individual, which is consistent with a small, owner-led RIA model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices