Kubhera Enterprises LLC is a large advisory firm based in Princeton. It manages $122.5 million of regulatory assets for 705 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida, Maryland, New Jersey, New York, and Pennsylvania.
Kubhera Enterprises provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kubhera Enterprises LLC is $122.5 million. The firm's AUM has grown by 5% since the beginning of its operation, and $500 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Kubhera Enterprises LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Kubhera Enterprises is high net worth individuals with 335 clients and $85.96 million of assets under management. Among the 11 most similar advisory firms, Kubhera Enterprises has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $122.5 million for 422 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Kubhera Enterprises doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Kubhera Enterprises LLC performs its advisory services is located at 742 Alexander Road, Suite 305, Princeton, NJ 08540, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 609-799-5900 or by fax 609-799-5909. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at kubhera.com.