# Berunda Capital Management

> Berunda Capital Management is a state-registered investment advisory firm in Princeton, NJ, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 297072
- Filed as: BERUNDA CAPITAL MANAGEMENT
- Legal name: Berunda Capital Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297072
- AdvisorCensus page: https://advisorcensus.com/firm/berunda-capital-management-princeton-nj-297072

## Quick answers

**How is Berunda Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Berunda Capital Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Berunda Capital Management located?**
Berunda Capital Management's principal office is in Princeton, NJ, according to its Form ADV.

**Is Berunda Capital Management registered with the SEC or a state?**
Berunda Capital Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297072.

**How much does Berunda Capital Management manage?**
Berunda Capital Management reports $11,172,500 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**What types of clients does Berunda Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (5).

**Does Berunda Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297072

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,172,500
- Discretionary: $11,172,500
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,429,319 |
| High net worth individuals | 9 | $9,743,181 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- berundacap.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Berunda Capital Management (CRD 297072): Form ADV filing data as of October 2026.