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BERUNDA CAPITAL MANAGEMENT
BERUNDA CAPITAL MANAGEMENT LLC
CRD 297072 · SEC 801-113429
5 INDEPENDENCE WAY, SUITE 300, PRINCETON, NJ, 08540-6627, United States
Phone
267-977-9620
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.2M
Discretionary AUM
$11.2M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.4M |
| High net worth individuals | 9 | $9.7M |
All web addresses on file
Official SEC filing: View on IAPD