# Krusen Capital Management, LLC

> Krusen Capital Management, LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2009, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 150754
- Filed as: KRUSEN CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150754
- AdvisorCensus page: https://advisorcensus.com/firm/krusen-capital-management-llc-west-palm-beach-fl-150754

## Quick answers

**How is Krusen Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Krusen Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Krusen Capital Management, LLC located?**
Krusen Capital Management, LLC's principal office is in West Palm Beach, FL, according to its Form ADV.

**Is Krusen Capital Management, LLC registered with the SEC or a state?**
Krusen Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150754.

**How much does Krusen Capital Management, LLC manage?**
Krusen Capital Management, LLC reports $255,745,817 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (25% discretionary).

**How have Krusen Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Krusen Capital Management, LLC: Regulatory assets under management: $226,549,986 in the October 2021 data and $255,745,817 in the October 2026 data, up 13%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Krusen Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (103); corporations or other businesses not listed above (32); pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Krusen Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/150754

**Does Krusen Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "There is an account minimum, $100,000, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation."

**What changed in Krusen Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $218,445,925 to $255,745,817 (+17%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> There is an account minimum, $100,000, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $255,745,817
- Discretionary: $63,842,798
- Non-discretionary: $191,903,019

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 103 | $122,545,296 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $63,842,798 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $1,170,093 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 2 | $770,028 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 32 | $67,417,602 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- krusencapital.com
- LinkedIn @krusen-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $226,549,986 | 4 | March 18, 2021 |
| October 2022 | $290,341,416 | 1 | August 16, 2022 |
| October 2023 | $272,531,614 | 1 | March 31, 2023 |
| October 2024 | $213,601,773 | 2 | August 23, 2024 |
| October 2025 | $218,445,925 | 2 | March 21, 2025 |
| October 2026 | $255,745,817 | 2 | March 26, 2026 |

Regulatory assets under management: $226,549,986 in the October 2021 data and $255,745,817 in the October 2026 data, up 13%.
Total employees: 4 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $218,445,925 to $255,745,817 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Krusen Capital Management, LLC (CRD 150754): Form ADV filing data as of October 2026.