← Directory
KRUSE ASSET MANAGEMENT, LLC
CRD 143204File 801-131004
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$146.2M
Bottom 25% of cohort (national)
Discretionary AUM
$121.1M
Non-discretionary $25.1M
Clients
189
519 accounts
Employees
2
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 8, 2025
- Principal office
- 216 S JEFFERSON STREET, SUITE 302, CHICAGO, IL, 60661-5743
- Phone
- 312-775-6000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $146.2M
- Discretionary AUM
- $121.1M
- Non-discretionary AUM
- $25.1M
- Discretionary accounts
- 444
- Non-discretionary accounts
- 75
- Total accounts
- 519
- AUM per client
- $774K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Investment companies | 2 | $3.0M |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 35 | $104.8M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 152 | $38.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Educational seminars
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.