$570.0K Total AUM
$570.0K Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-14-2025
- Office Locations
- 1
Office Locations
-- Manhattan Beach CA
About Kubence
Kubence provides securities-based lending for wealth advisors and their high-net-worth clients using exchange-traded box spread financing executed directly in the client’s brokerage account. Clients can access liquidity without selling positions or triggering capital gains. Trades are executed on CBOE and cleared through the Options Clearing Corporation, with Section 1256 60/40 tax treatment and transparent pricing.
Team overview
-- AVG AGE
$285.0K AVG AUM / ADVISOR
$570.0K AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Custodian
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Investment Themes
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Services
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Owner & Executives
Sanjay Tolia
Co-Founder
- CRD
- #5238748
- Ownership
- 75% or more
Available
Available
Available
M
MARK JOHNSON LUTZ
Chief Compliance Officer, Managing Member
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $570,000 | $570,000 |
| Non-Discretionary | $0 | -- |
| Total | $570,000 | $570,000 |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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