Berunda Capital Management LLC (Princeton)

Name: Berunda Capital Management LLC
Address: 5 Independence Way, Princeton, NJ, 08540 6627
Telephone: 609-514-5145

Berunda Capital Management LLC is an investment adviser to an investment company based in Princeton. It manages $7.7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New Jersey.

Berunda Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Berunda Capital Management: assets under management

The assets under management (AUM) of Berunda Capital Management LLC is $7.7 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Berunda Capital Management LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Berunda Capital Management serves?

The only and largest group of clients of Berunda Capital Management is investment companies with 1 clients and $7.7 million of assets under management. Among the 4 most similar advisory firms, Berunda Capital Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $7.7 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Berunda Capital Management doesn't advise any private funds.

Careers at Berunda Capital Management LLC

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Srikanth Nagarajan	Managing partner	1 Jan 2017	75% - 100%	4586119
Suba Srikanth Nagarajan	Cco	1 May 2018	Other	3123144

Based in Princeton

The principal office where Berunda Capital Management LLC performs its advisory services is located at 5 Independence Way, Princeton, NJ 08540 6627, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 609-514-5145. The normal business hours are 8:30 am -5:30 pm on Monday - Friday. You can find more information about the New York firm at berundacap.com.