Data / Investment advisers / Florida / Kutumb Investments LLC
Kutumb Investments LLC, Palm Beach Gardens, FL: $250 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kutumb Investments LLC is an SEC registered investment adviser with its main office in Palm Beach Gardens, Florida and reports $250 million in regulatory assets under management in its Form ADV filed September 21, 2026. Its clients include other investment advisers. It is paid through a percentage of assets under management and performance based fees.
The request: Watch Kutumb Investments LLC (CRD number 342420): 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
- 342420
- SEC file number
- 801-136356
- SEC status
- Approved, effective May 26, 2026
- Main office
- 11780 U.S. Highway One, N204, Palm Beach Gardens, FL 33408
- Phone
- (212) 970-5590
- Website
- kutumbinvestments.com
- Regulatory AUM
- $250,000,000 in the Form ADV filed September 21, 2026
- Discretionary AUM
- $250,000,000
- Accounts
- 2
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 21, 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 |
|---|---|---|
| Other investment advisers | 2 | $250 million |
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 |
|---|---|---|
| October 2, 2026 | $250 million | September 21, 2026 |
| June 1, 2026 | Not listed | May 18, 2026 |
Other advisers in Palm Beach Gardens
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Great Elm Capital Management, LLC | Palm Beach Gardens | $346.1 million | 1 | adviserinfo.sec.gov |
| Priderock Fund Management Partners, LLC | Palm Beach Gardens | $283.6 million | 15 | adviserinfo.sec.gov |
| Win Advisors, Inc | Palm Beach Gardens | $266.8 million | Not listed | adviserinfo.sec.gov |
| Raven Music Partners LLC | Palm Beach Gardens | $265.4 million | 7 | adviserinfo.sec.gov |
| Center for Asset Management, LLC | Palm Beach Gardens | $257.1 million | Not listed | adviserinfo.sec.gov |
| Guiry Capital Management, LLC | Palm Beach Gardens | $204.3 million | Not listed | adviserinfo.sec.gov |
| Nexwealth LLC | Palm Beach Gardens | $172.2 million | Not listed | adviserinfo.sec.gov |
| Long Short Advisors, LLC | Palm Beach Gardens | $154.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palm Beach Gardens, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Kutumb Investments 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.