# Kutumb Investments LLC

> Kutumb Investments LLC is an SEC-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 342420
- Filed as: KUTUMB INVESTMENTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342420
- AdvisorCensus page: https://advisorcensus.com/firm/kutumb-investments-llc-palm-beach-gardens-fl-342420

## Quick answers

**How is Kutumb Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kutumb Investments LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kutumb Investments LLC located?**
Kutumb Investments LLC's principal office is in Palm Beach Gardens, FL, according to its Form ADV.

**Is Kutumb Investments LLC registered with the SEC or a state?**
Kutumb Investments LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 342420.

**How much does Kutumb Investments LLC manage?**
Kutumb Investments LLC reports $250,000,000 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**What types of clients does Kutumb Investments LLC serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (2).

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

**Does Kutumb Investments 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/342420

**What changed in Kutumb Investments LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $0 to $250,000,000. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Morgan Stanley & Co. LLC

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: $250,000,000
- Discretionary: $250,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 2 | $250,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $0 to $250,000,000.
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kutumb Investments LLC (CRD 342420): Form ADV filing data as of October 2026.