Krusen Capital Management, Llc
- Regulatory AUM
- $256M
- Discretionary
- $63.8M
- Clients
- 140
- Avg AUM / client
- $1.8M
- Accounts
- 217
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 103 | $123M | 47.9% |
| Pooled investment vehicles (non-investment companies) | 2 | $63.8M | 25.0% |
| Charitable organizations | 1 | $1.2M | 0.46% |
| Insurance companies | 2 | $770K | 0.3% |
| Corporations and other businesses | 32 | $67.4M | 26.4% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $60.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lionhedge Platform Fund, Lp master | Hedge Fund | Delaware | $60.6M | 79 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Beaubien Krusen | Owner, Ceo & Cco | Nov 2008 (18y) | 75% or more | |
| Bradley Jerome Hurston | Registered representative | Feb 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $60.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lionhedge Platform Fund, Lp | Hedge Fund | $60.6M | $100K | 79 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗