$275.5M Total AUM
$256.7M Disc. AUM
7.4% 3Y CAGR
5 Employees
304 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Optima ridgeAlpha prime
- Established Date
- 10-08-2009
- Office Locations
- 1
Office Locations
742 Alexander Road, Suite 305 Princeton NJ
About Kubhera Enterprises LLC
Kubhera Enterprises (Kubhera) is a Princeton, NJ RIA providing tax-advantaged planning, investment management, and estate/legacy transfer strategies for families, including business owners and retirees. The firm primarily implements portfolios with ETFs (with some cash and U.S. agency exposure) and can custody at Schwab. Unique: its “Sharing & Caring” program promotes charitable gifting through TisBest.
Team overview
66 AVG AGE
$68.9M AVG AUM / ADVISOR
$906.3K AVG AUM / CLIENT
12.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Unison Quantum value Focus ember Prime ember Delta Quantum Element insight Horizon momentum
Client Personas
Optima Beacon
Custodian
Oak Radial vital Alpha Element summit Insight atlas
Investment Themes
Focus Prime momentum Optima Frontier
Investment Vehicles
Vector value Vector atlas
Platform
Meridian beacon
Services
Element Optima Delta Optima momentum Horizon pathway Element summit Momentum pioneer Pathway Ridge fusion Value
Technology
Ember Capital
Owner & Executives
V
VENKAT KRISHNASWAMY
Chief Compliance Officer, Owner
- CRD
- #5314851
- Ownership
- 25% but less than 50%
(328) 940-4870
meridian.element@timbercapital.com
in linkedin.com/in/delta-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
R
Roman M Bulawski
--
- CRD
- #4079995
(937) 715-7836
bridge.ember@bridgecapital.com
in linkedin.com/in/unison-harbor
E
ETHAN SCHNEID
Financial Advisor
- CRD
- #4696246
(465) 806-7057
unison.meridian@embercapital.com
in linkedin.com/in/catalyst-vital
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $256,700,000 | $303,428 |
| Non-Discretionary | $18,800,000 | $854,545 |
| Total | $275,500,000 | $317,396 |
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Separately Managed Accounts
Total SMA Asset: $275,500,000
Derivatives:
22.2% Public Funds:
7.3% Equity - Exchange:
15.0% Cash:
9.5% Equity - OTC:
22.0% Municipal Bonds:
17.0% U.S. Government/Agency:
7.0% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $1,924,321,557 | 22.2% |
| Public Funds | $632,772,404 | 7.3% |
| Equity - Exchange | $1,300,217,268 | 15.0% |
| Cash | $823,470,937 | 9.5% |
| Equity - OTC | $1,906,985,327 | 22.0% |
| Municipal Bonds | $1,473,579,571 | 17.0% |
| U.S. Government/Agency | $606,768,058 | 7.0% |
| Total | $8,668,115,122 | 100.0% |