Overview
Assets Under Management: $214 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 98
Average Client Assets: $1 million
Frequently Asked Questions
KRUSEN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150754), KRUSEN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KRUSEN CAPITAL MANAGEMENT, LLC is headquartered in WEST PALM BEACH, FL.
KRUSEN CAPITAL MANAGEMENT, LLC serves 98 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, KRUSEN CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
KRUSEN CAPITAL MANAGEMENT, LLC manages $214 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, KRUSEN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.55
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 133
Discretionary Accounts: 2
Non-Discretionary Accounts: 131
Regulatory Filings
CRD Number: 150754
Last Filing Date: 2025-02-27 00:00:00
Website: https://krusencapital.com