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 |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 2 |
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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 |
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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) |
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Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-70338 |
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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
Websites
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
C*************@****************M
(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% |