Berunda Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Berunda Capital Management provides discretionary portfolio management and related advisory services primarily to individual and high‑net‑worth clients. The firm charges percentage‑of‑assets fees for portfolio management, a fee model commonly used by supported advisory firms.
The firm’s lead advisor brings a background in sell‑side equity research and institutional asset management and holds advanced degrees in finance, systems and industrial engineering, which informs a research‑driven approach to security selection and portfolio construction. An affiliated research‑support company supplies outsourced research to the adviser, and the firm discloses both historical performance results and hypothetical performance in its materials.
Berunda works with a relatively small client base and supplements direct portfolio management with ongoing client communications, including periodicals/newsletters and educational seminars or workshops—features that are uncommon among peers. Together, the combination of sell‑side research experience, an in‑house research support arrangement, and a formalized communications and education program differentiates its operational model from many similarly sized advisors.
Client services
Expertise
Main office
5 Independence Way, Suite 300
Princeton NJ 08540-6627
Advisors at this office
1
Most active in
New Jersey · Texas
Also doing business as
Berunda Capital Management · Berunda Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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