Kubhera Enterprises LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Princeton, NJ. Its latest Form ADV filing, dated March 12, 2026, reports $276M in regulatory assets under management, 5 employees, and 868 accounts.
Assets Under Management
$276M
Employees
5
Offices
--
Total Clients
304
Primary office
PRINCETON, NJ
742 ALEXANDER ROAD, SUITE 305, PRINCETON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 71.1% of total clients.
Top client categories% of clientsClients
1
HNWI
71.1%
216
2
Corporations
11.5%
35
3
Pension Plans
9.9%
30
4
Individuals
7.2%
22
5
Pooled Investment Vehicles
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$276Mas of March 12, 2026
Discretionary93.2%
$257M
93% of total RAUM93.2%
Non-discretionary6.8%
$19M
7% of total RAUM6.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$276M
Total Accounts868
10Y AUM Change+$159M (+135.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee61:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.