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Adviser Profile

Registration status Registration Changed to KRUSE ASSET MANAGEMENT, LLC
As of Date 04/10/2025
Adviser Type
Number of Employees 2
of those in investment advisory functions 2
AUM* 137,000,000
of that, discretionary 127,400,000
Private Fund GAV* 0 -100.00%
Avg Account Size 744,565
% High Net Worth 15.84%
SMA’s No
Private Funds 0
Contact Info 312 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees