CRD: 143204
Kruse Asset Management, LLC
$146.2M Total AUM
$121.1M Disc. AUM
-- 3Y CAGR
2 Employees
378 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2007
- Office Locations
- 4
Office Locations
216 S Jefferson Street Suite 302 Chicago IL
-- -- --
-- -- IL
About Kruse Asset Management, LLC
Kruse Asset Management, LLC is a Chicago-based RIA with 4 offices. The firm has been operating for 19 years. Managing $146.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
40 AVG AGE
$73.1M AVG AUM / ADVISOR
$386.8K AVG AUM / CLIENT
11.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Geographic Focus
Available
Industry Interests
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JOSEPH STUART KRUSE
President
- CRD
- #4024265
- Ownership
- 50% but less than 75%
Available
Available
Available
SHERMIN KRUSE
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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JOHN MICHAEL BRICK
Chief Investment Officer
- CRD
- #5103747
Available
Available
Available
N
Nik Cartwright
Partnership Development Coordinator
- CRD
- --
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,100,000 | $272,748 |
| Non-Discretionary | $25,100,000 | $334,667 |
| Total | $146,200,000 | $281,696 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
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Available U.S. Government/Agency:
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Available Public Funds:
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Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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