Krusen Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$122,545,296
Clients
103
Advisors
2
of 2 employees
About
Krusen Capital Management LLC provides investment advisory and supervisory services primarily to high‑net‑worth individuals, pooled investment vehicles, trusts, estates, charitable organizations and business entities, and states it advises only Qualified Purchasers. The firm acts as investment manager for pooled vehicles (including an onshore fund and an offshore feeder) and offers non‑discretionary advisory, monitoring and reporting to clients who invest in third‑party hedge funds, private credit funds and drawdown funds.
The firm’s investment process emphasizes due diligence on private funds using fundamental and quantitative analysis, manager interviews, and occasional consultant resources, with ongoing monitoring (monthly for hedge funds and quarterly for drawdown funds). Recommended investments include hedge funds, private equity, private credit, real assets and related strategies that may employ leverage, short sales and derivatives, and the brochure notes these underlying investments can be relatively illiquid.
Noteworthy aspects of the business are that KCM both advises and sponsors private pooled vehicles (including an offshore feeder), and a substantial portion of its reported assets are non‑discretionary, reflecting client control over subscriptions and redemptions in pooled vehicles. The firm discloses affiliated fund relationships and that principals invest alongside clients, and it does not take custody or trade client accounts directly.
Client services
Expertise
Fee options
Fixed fees ranging from $1,000 to $250,000 per annum per advisory investment in limited circumstances
0% - 1% annually, negotiable
Account minimum: $100,000 (may be waived) Minimum fee: Fixed fees ranging from $1,000 to $250,000 per annum per advisory investment in limited circumstances
Main office
515 N. Flagler Dr, Suite 350
West Palm Beach FL 33401
Advisors at this office
2
Most active in
California · Florida · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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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