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- Custodian
- Interactive Brokers ยท RBC
- Clients
- Retail
- Platforms
- Horizon unisonVertex
- Established Date
- 05-01-2018
- Office Locations
- 1
Office Locations
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.
Team overview
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Asset Classes
Custodian
Investment Themes
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Services
Technology
Owner & Executives
SRIKANTH NAGARAJAN
Managing Partner, Partner
- CRD
- #4586119
- Ownership
- 75% or more
SUBA SRIKANTH NAGARAJAN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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| 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
Total SMA Asset: $11,172,500
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $383,295,107 | 16.9% |
| U.S. Government/Agency | $866,383,022 | 38.2% |
| Cash | $1,018,340,254 | 44.9% |
| Total | $2,268,018,383 | 100.0% |