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Berunda Capital Management

Berunda Capital Management. CRD 297072

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CRD: 297072

Berunda Capital Management

$11.2M Total AUM
$11.2M Disc. AUM
-- 3Y CAGR
2 Employees
15 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers ยท RBC
Clients
Retail
Established Date
05-01-2018
Office Locations
1

Office Locations

5 Independence WAY Suite 300 Princeton NJ

About Berunda Capital Management

Berunda Capital Management is a 100% independent RIA providing professional investment management via separate accounts and 24/7 advisory support. The firm focuses exclusively on quantitative tactical asset allocation, combining quantitative insights with robust fundamental research overlays, and runs multi-asset global long/short allocation strategies spanning 18+ asset classes. Portfolios are implemented primarily with ETFs, with custody including Interactive Brokers.

Reported data analysis

What the numbers show

Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.

The firm reports 1 advisory representatives and 15 clients, or 15 clients per representative. That equates to $744.8K in reported AUM per client.

The profile lists 1 reported office location and 8 years in operation. The source data was last updated on April 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

52 AVG AGE
$11.2M AVG AUM / ADVISOR
$744.8K AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services
  • Technology

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Owner & Executives

SRIKANTH NAGARAJAN

SRIKANTH NAGARAJAN

Managing Partner, Partner

CRD
#4586119
Ownership
75% or more
S

SUBA SRIKANTH NAGARAJAN

Chief Compliance Officer

CRD
--
Ownership
Less than 5%

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-07-2018
Category Assets AVG. Account size
Discretionary $11,172,500 --
Non-Discretionary $0 $7,700,000
Total $11,172,500 $7,700,000

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Separately Managed Accounts

SMA allocation detail is available

Berunda Capital Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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