KRUSEN CAPITAL MANAGEMENT, LLC

Adviser information for KRUSEN CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2 $54.4M
Non-Discretionary 131 $159.2M
Total 133 $213.6M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 97 $101.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 2 $54.4M
Pension and profit sharing plans 0 $0
Charitable organizations <5 $409,170
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies <5 $969,007
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 31 $56.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 13

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-70338
SEC ERA File Number 801-70338
SEC CIK Numbers None
SEC CRD Numbers 150754
Legal Entity Identifier None

Principal Office

515 N. FLAGLER DR,
SUITE 350
WEST PALM BEACH
FL
United States
Monday - Friday, 9 AM - 6 PM
Tel: 561-370-7439, Fax: 646-490-2275

Chief Compliance Officer

CHARLES KRUSEN
CEO & CCO
515 N. FLAGLER DR,
SUITE 350
WEST PALM BEACH
FL
United States
Tel: 561-370-7439
Fax: 646-490-2275
(Full email address available in API data)

Industry Affiliates

LIONHEDGE, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
LIONHEDGE PLATFORM FUND, LP Hedge Fund $60.6M $0.1M 79

Control Persons

Name Type Entity Title Since Ownership
KRUSEN, CHARLES, BEAUBIEN Individual OWNER, CEO & CCO 11/2008 > 75%

No. Employees, Historic

10502020202120222023202420253 on 3/18/20203 on 3/23/20203 on 6/4/20204 on 12/10/20204 on 3/18/20211 on 1/21/20221 on 2/3/20221 on 3/14/20221 on 3/17/20221 on 7/25/20221 on 8/16/20221 on 11/3/20221 on 3/31/20232 on 3/25/20242 on 3/29/2024

RAUM, Historic

300M150M0202020212022202320242025203473154 on 3/18/2020203473154 on 3/23/2020203473154 on 6/4/2020203473154 on 12/10/2020226549986 on 3/18/2021226549986 on 1/21/2022226549986 on 2/3/2022290341416 on 3/14/2022290341416 on 3/17/2022290341416 on 7/25/2022290341416 on 8/16/2022290341416 on 11/3/2022272531614 on 3/31/2023272531614 on 3/25/2024213601773 on 3/29/2024

No. Clients, Historic

2001000202020212022202320242025101 on 3/18/2020101 on 3/23/2020101 on 6/4/2020101 on 12/10/2020119 on 3/18/2021119 on 1/21/2022119 on 2/3/2022125 on 3/14/2022125 on 3/17/2022125 on 7/25/2022125 on 8/16/2022125 on 11/3/2022154 on 3/31/2023154 on 3/25/2024133 on 3/29/2024