Krusen Capital Management, LLC is a large advisory firm based in New York. It manages $169.47 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida and New York.
Krusen Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Krusen Capital Management, LLC is $169.47 million. The firm's AUM has grown by 452% since the beginning of its operation, and $30.87 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Krusen Capital Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Krusen Capital Management is high net worth individuals with 61 clients and $70.85 million of assets under management. Among the 11 most similar advisory firms, Krusen Capital Management has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $169.47 million for 84 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.
Krusen Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people 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 Krusen Capital Management, LLC performs its advisory services is located at 320 Park Avenue, 18 Th Floor, New York, NY 10022, 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 212-823-0809 or by fax 646-490-2275. The normal business hours are 9 am - 6 pm on Monday - Friday. You can find more information about the New York firm at krusencapital.com.