DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
K••••• C•••••• M••••••••• L••
Latest filing Mar 26, 2026
First filing on the tape Mar 28, 2012 · 43 filings
SEC status approved since Jul 16, 2009
RAUM
$256M
reported, Item 5.F
Discretionary
25%
of RAUM
Private clients
48%
$123M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$128M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$256M as of Mar 26, 2026
Mar 28, 2012$152M then
HNW client RAUM$123M as of Mar 26, 2026
Mar 5, 2018$48.1M then
State-registered IARs (5.B.3)2 as of Mar 26, 2026
Mar 18, 20131 then
Employees (5.A)2 as of Mar 26, 2026
Mar 18, 20135 then
Private funds1 as of Mar 26, 2026
Mar 28, 20124 then
RAUM +17% over the last fiscal year-2.1% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
- RAUM per advisor
- $128MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 52derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.2MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 25%derivedof RAUM
- Institutional
- 0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.1%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$123M48%
- Corporations and businesses$67.4M26%
- Pooled investment vehicles$63.8M25%
- Charitable organizations$1.2M0.5%
- Insurance companies$770,0280.3%
- Individual clients
- 0reported
- HNW clients
- 103reported
- Pension plan clients
- 0reported
- Charitable clients
- 1reported
- Accounts
- 217reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.48 fund_share=0.25 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C•••••• B••••••• K••••• | West Palm Beach, Fl | Sep 14, 2021 | 40 y | 1 |
| B•••••• J••••• H•••••• | West Palm Beach, Fl | Feb 14, 2024 | 20 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- B•••••• J••••• H•••••• from F•••• H•••••• A•••••••• I••Feb 14, 2024 · RIA to RIA
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•••••••• P••••••• F•••• L• | Hedge Fund | $60.6M | 79 | Mar 28, 2012 |
| L•••••••• P•••••• R••••••• F•••• L•no longer reported | Hedge Fund | $23.3M | 50 | Mar 28, 2012 |
| L•••••••• P•••••• R••••••• F•••• L••no longer reported | Hedge Fund | $4.9M | 15 | Mar 28, 2012 |
| L•••••••• P•••••• A•••••••• P••• F•••• L•no longer reported | Hedge Fund | $3.4M | 29 | Mar 28, 2012 |
Owners and control persons
Schedule A and B, latest filing
- K•••••• C••••••• B••••••• · Owner, Ceo & Ccocontrolsince 11/2008 · owns 75% or more
Related persons
Schedule D 7.A
- L••••••••• L••pooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| West Palm Beach, Fl · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 134 to 217Mar 21, 2025 to Mar 26, 2026
- Corporate clients · 31 to 32Mar 21, 2025 to Mar 26, 2026
- HNW clients · 98 to 103Mar 21, 2025 to Mar 26, 2026
- Discretionary RAUM · $56.5M to $63.8MMar 21, 2025 to Mar 26, 2026
- HNW RAUM · $104M to $123MMar 21, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $162M to $192MMar 21, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $56.5M to $63.8MMar 21, 2025 to Mar 26, 2026
- RAUM · $218M to $256MMar 21, 2025 to Mar 26, 2026
- Accounts · 133 to 134Feb 27, 2025 to Mar 21, 2025
- HNW clients · 97 to 98Feb 27, 2025 to Mar 21, 2025
- Financial planning clients · unset to Feb 27, 2025 to Mar 21, 2025
- Discretionary RAUM · $54.4M to $56.5MFeb 27, 2025 to Mar 21, 2025
- HNW RAUM · $102M to $104MFeb 27, 2025 to Mar 21, 2025
- Non-discretionary RAUM · $159M to $162MFeb 27, 2025 to Mar 21, 2025
- Pooled vehicle RAUM · $54.4M to $56.5MFeb 27, 2025 to Mar 21, 2025
- RAUM · $214M to $218MFeb 27, 2025 to Mar 21, 2025
- Other offices · 0 to 1Mar 29, 2024 to Aug 23, 2024
- Accounts · 154 to 133Mar 25, 2024 to Mar 29, 2024
- Corporate clients · 35 to 31Mar 25, 2024 to Mar 29, 2024
- HNW clients · 115 to 97Mar 25, 2024 to Mar 29, 2024
- Discretionary RAUM · $72.2M to $54.4MMar 25, 2024 to Mar 29, 2024
- HNW RAUM · $123M to $102MMar 25, 2024 to Mar 29, 2024
- Non-discretionary RAUM · $200M to $159MMar 25, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $72.2M to $54.4MMar 25, 2024 to Mar 29, 2024
- RAUM · $273M to $214MMar 25, 2024 to Mar 29, 2024
- Advisory employees · 1 to 2Mar 31, 2023 to Mar 25, 2024
- Employees · 1 to 2Mar 31, 2023 to Mar 25, 2024
- State-registered IARs · 1 to 2Mar 31, 2023 to Mar 25, 2024
- Accounts · 125 to 154Nov 3, 2022 to Mar 31, 2023
- Corporate clients · 32 to 35Nov 3, 2022 to Mar 31, 2023
- HNW clients · 89 to 115Nov 3, 2022 to Mar 31, 2023
- Discretionary RAUM · $77.9M to $72.2MNov 3, 2022 to Mar 31, 2023
- HNW RAUM · $142M to $123MNov 3, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $212M to $200MNov 3, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $77.9M to $72.2MNov 3, 2022 to Mar 31, 2023
- RAUM · $290M to $273MNov 3, 2022 to Mar 31, 2023
- Accounts · 108 to 125Feb 3, 2022 to Mar 14, 2022
- Charity clients · 2 to 1Feb 3, 2022 to Mar 14, 2022
- HNW clients · 82 to 89Feb 3, 2022 to Mar 14, 2022
- Assets in custody · 0.0 to unsetFeb 3, 2022 to Mar 14, 2022
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- i•••@k•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 561-370-7439reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/krusen-capital-managementreportedpublic record, Form ADV, Sep 19, 2026
- Website
- k•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 561-370-7439reportedpublic record, Form ADV, Mar 26, 2026
- Contact form
- k•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $128Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026