Kutumb Investments LLC
Firm details
- Headquarters
- Palm Beach Gardens, Florida
- CRD number
- 342420
- Registered since
- May 26, 2026
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kutumb Investments LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered as of 2026 and describes its client base as institutional. Its advisory activity centers on portfolio management for businesses and institutions. The adviser charges a mix of percentage-of-AUM and performance-based fees and does not identify as an active ESG investor. The ownership structure is listed as a combination of a domestic entity and an individual. Kutumb does not present itself as a multi-state adviser, a pension consultant, a related adviser, or a capital allocator.
Assets & Accounts
Investments & Alternatives
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
- Other100%
Owners & executives
1 of 1Michael Lean
Partner, COOCRD 3096987
Contacts
2 of 2Ethan Wilson
Vice PresidentCRD 6089745
Rishi Doshi
CRD 5830519
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palm Beach Gardens, FL
Palm Beach
Location
Palm Beach Gardens, FL
Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 11780 Us Highway 1
- Time zone
- ET (UTC-5)
- Office locations
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