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KUBHERA ENTERPRISES LLC
CRD 151619 · SEC 801-114374
742 ALEXANDER ROAD, SUITE 305, PRINCETON, NJ, 08540, United States
Phone
609-799-5900
Fax
609-799-5909
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$275.5M
Discretionary AUM
$256.7M
Team
5 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $6.2M |
| High net worth individuals | 216 | $197.2M |
| Pooled investment vehicles | 1 | — |
| Pension/profit sharing plans | 30 | $48.0M |
| Corporations/business entities | 35 | $24.1M |
States served
CA, GA, NJ, NY, PA, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD