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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-26-2018
- Office Locations
- 1
Office Locations
About Kuber Investments
Kuber Investments provides investment management for retail investors, building and maintaining diversified, low-cost portfolios aligned to clients’ evolving risk tolerance. The firm focuses on disciplined asset allocation with ongoing rebalancing, using ETFs as a core vehicle and positioning itself as an alternative to high-fee mutual funds and DIY stock picking. Client accounts are custodied at Interactive Brokers.
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Investment Themes
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Owner & Executives
MAHESH HASTIMAL JAIN
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6951859
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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