# Kubhera Enterprises LLC

> Kubhera Enterprises LLC is an SEC-registered investment advisory firm in Princeton, NJ, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 151619
- Filed as: KUBHERA ENTERPRISES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151619
- AdvisorCensus page: https://advisorcensus.com/firm/kubhera-enterprises-llc-princeton-nj-151619

## Quick answers

**How is Kubhera Enterprises LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kubhera Enterprises LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Kubhera Enterprises LLC located?**
Kubhera Enterprises LLC's principal office is in Princeton, NJ, according to its Form ADV.

**Is Kubhera Enterprises LLC registered with the SEC or a state?**
Kubhera Enterprises LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 151619.

**How much does Kubhera Enterprises LLC manage?**
Kubhera Enterprises LLC reports $275,500,000 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (93% discretionary).

**How have Kubhera Enterprises LLC's assets and staff changed since 2021?**
In the Form ADV data for Kubhera Enterprises LLC: Regulatory assets under management: $184,614,956 in the October 2021 data and $275,500,000 in the October 2026 data, up 49%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kubhera Enterprises LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (216); corporations or other businesses not listed above (35); pension and profit sharing plans (but not the plan participants or government pension plans) (30).

**Which custodians does Kubhera Enterprises LLC use?**
Kubhera Enterprises LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kubhera Enterprises 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/151619

**What changed in Kubhera Enterprises LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $275,500,000
- Discretionary: $256,700,000
- Non-discretionary: $18,800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $6,200,000 |
| High net worth individuals | 216 | $197,200,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 30 | $48,000,000 |
| Corporations or other businesses not listed above | 35 | $24,100,000 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, GA, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $184,614,956 | 5 | June 2, 2021 |
| October 2022 | $225,617,783 | 5 | March 21, 2022 |
| October 2023 | $222,650,000 | 5 | March 6, 2023 |
| October 2024 | $239,000,000 | 5 | March 26, 2024 |
| October 2025 | $290,178,000 | 5 | March 21, 2025 |
| October 2026 | $275,500,000 | 5 | March 12, 2026 |

Regulatory assets under management: $184,614,956 in the October 2021 data and $275,500,000 in the October 2026 data, up 49%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kubhera Enterprises LLC (CRD 151619): Form ADV filing data as of October 2026.