Kubhera Enterprises LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$203,400,000
Clients
238
Advisors
3
of 5 employees
About
Kubhera Enterprises serves individuals (including high‑net‑worth clients), business entities, trusts, estates and charitable organizations, offering discretionary and non‑discretionary portfolio management, financial planning, and retirement‑plan consulting. It also provides implementation referrals and may recommend insurance and accounting professionals for non‑investment matters.
The firm typically allocates client assets among fixed income securities, mutual funds and exchange‑traded funds, using fundamental, technical and charting analysis and a mix of long‑term and short‑term purchase strategies, and it may engage unaffiliated independent managers for day‑to‑day discretionary management. For clients seeking alternatives, Kubhera facilitates private investing through the Willow Wealth platform, assists in setting allocations to alternative investments, and may recommend private funds, REITs or other pooled vehicles where appropriate.
Kubhera is notable among peer team firms for its involvement with private pooled vehicles: it sponsors and advises an affiliated private fund (Kubhera India Infrastructure Fund LP), with an affiliate serving as general partner, and that affiliated fund uses performance‑based compensation — arrangements the firm discloses and seeks to mitigate. The firm’s affiliations with a CPA firm and an affiliated insurance agency are also disclosed as potential conflicts of interest, and Kubhera indicates it addresses those conflicts through disclosure and by recommending such services only when appropriate for a client.
Client services
Expertise
Fee options
Financial planning and consulting fees generally range from $500 to $7,500 on a fixed fee basis
$1,000 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% Over $5,000,000+: 0.25%
$100 to $200 per hour depending on the service and professional rendering it
Main office
742 Alexander Road, Suite 305
Princeton NJ 08540
Advisors at this office
3
Most active in
California · Connecticut · Florida · Georgia · New Jersey · New York · Pennsylvania · Texas · Virginia
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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.
Advisors at this firm
Venkat K
Series 66
Princeton, NJ
Kubhera Enterprises LLC
Venkat Krishnaswamy is a financial advisor at Kubhera Enterprises LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Kubhera Enterprises LLC, and MKS Princeton since 2009. Kubhera Enterprises serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm offers access to private and alternative investments, primarily allocates assets among fixed-income securities, mutual funds, and ETFs, and sponsors an affiliated private investment fund.
Ethan S
Series 66
Princeton, NJ
Kubhera Enterprises LLC
Ethan Schneid is a financial advisor at Kubhera Enterprises LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Kubhera Enterprises since 2009. Kubhera Enterprises serves individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm uses a mix of fixed-income securities, mutual funds, and ETFs, and also provides access to private and alternative investments, including offerings through the YieldStreet platform.
Roman B
CFP®, Series 63, Series 65, Series 66
Princeton, NJ
Kubhera Enterprises LLC
Roman Bulawski is a CFP® with nine years of industry experience currently serving at Kubhera Enterprises LLC. His prior experience includes roles at Red Oak Wealth Management, ZEIDERS Enterprises, and Mcrae Capital Management. In addition to his advisory work, he is also an independent insurance agent. Kubhera Enterprises LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers access to private and alternative investments, employs both long- and short-term strategies, and manages affiliated private investment funds with performance-based fees.
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