Data / Investment advisers / New Jersey / Kubhera Enterprises LLC
Kubhera Enterprises LLC, Princeton, NJ: $276 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kubhera Enterprises LLC is an SEC registered investment adviser with its main office in Princeton, New Jersey and reports $276 million in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include high net worth individuals, pension and profit sharing plans and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
The request: Watch Kubhera Enterprises LLC (CRD number 151619): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 151619
- SEC file number
- 801-114374
- SEC status
- Approved, effective December 3, 2018
- Main office
- 742 Alexander Road, Suite 305, Princeton, NJ 08540
- Phone
- (609) 799-5900
- Website
- kubhera.com
- Regulatory AUM
- $275,500,000 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $256,700,000
- Non discretionary AUM
- $18,800,000
- Accounts
- 868
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $5,700,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 216 | $197.2 million |
| Pension and profit sharing plans | 30 | $48 million |
| Corporations or other businesses | 35 | $24.1 million |
| Individuals (other than high net worth individuals) | 22 | $6.2 million |
| Pooled investment vehicles | 1 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $275.5 million | March 12, 2026 |
| December 1, 2025 | $290.2 million | March 21, 2025 |
Other advisers in Princeton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Carnegie Lake Advisors LLC | Princeton | $403 million | Not listed | adviserinfo.sec.gov |
| Bayard Asset Management LLC | Princeton | $397.3 million | 1 | adviserinfo.sec.gov |
| Eks Associates | Princeton | $324.3 million | Not listed | adviserinfo.sec.gov |
| Mercator Partners | Princeton | $297.6 million | 2 | adviserinfo.sec.gov |
| West Horizon Capital | Princeton | $282.8 million | 1 | adviserinfo.sec.gov |
| KDT Advisors, LLC | Princeton | $210.4 million | Not listed | adviserinfo.sec.gov |
| Halberstadt Financial Consultants Inc | Princeton | $185 million | Not listed | adviserinfo.sec.gov |
| Altman Investment Management LLC | Princeton | $119.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Princeton, NJ
- Investment advisers in New Jersey
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Kubhera Enterprises LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.