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KUBHERA ENTERPRISES LLC
CRD 151619File 801-114374
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$275.5M
Below cohort median (national)
Discretionary AUM
$256.7M
Non-discretionary $18.8M
Clients
304
868 accounts
Employees
5
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 3, 2018
- Principal office
- 742 ALEXANDER ROAD, SUITE 305, PRINCETON, NJ, 08540
- Phone
- 609-799-5900
- Website
- HTTP://WWW.KUBHERA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $275.5M
- Discretionary AUM
- $256.7M
- Non-discretionary AUM
- $18.8M
- Discretionary accounts
- 846
- Non-discretionary accounts
- 22
- Total accounts
- 868
- AUM per client
- $906K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 35 | $24.1M |
| High net worth individuals | 216 | $197.2M |
| Pooled investment vehicles | 1 | Not reported |
| Pension and profit sharing plans | 30 | $48.0M |
| Individuals (other than high net worth individuals) | 22 | $6.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.