Kubhera Enterprises Llc
- Regulatory AUM
- $276M
- Discretionary
- $257M
- Clients
- 304
- Avg AUM / client
- $906K
- Accounts
- 868
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $6.2M | 2.25% |
| High net worth individuals | 216 | $197M | 71.6% |
| Pooled investment vehicles (non-investment companies) | 1 | — | — |
| Pension and profit sharing plans | 30 | $48.0M | 17.4% |
| Corporations and other businesses | 35 | $24.1M | 8.75% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $0 combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kubhera India Infrastructure Fund Lp | Private Equity Fund | Delaware | $0 | 0 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cnnh 401(k) Plan The Center For Neurological And Neurodevelopmental Health (Cnnh) | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Venkat Krishnaswamy | Chief Compliance Officer | Sep 2009 (17y) | 25% – 50% | |
| Ethan Schneid | Managing Member | Mar 2011 (15y) | GP / trustee / elected manager of Els3 Llc (indirect) | |
| Mukkavilli, Ganga | Managing Member | Mar 2011 (15y) | GP / trustee / elected manager of Vyasa Llc (indirect) | |
| Roman M Bulawski | Registered representative | CFP | Apr 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Els3 Llc | Member | Mar 2011 | A | 25% – 50% |
| Jishnu Llc | Managing Member | Mar 2011 | A | 25% – 50% |
| Vyasa Llc | Member | Mar 2011 | A | 25% – 50% |
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, $0 gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kubhera India Infrastructure Fund Lp | Private Equity Fund | $0 | $100K | 0 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cnnh 401(k) Plan | The Center For Neurological And Neurodevelopmental Health (Cnnh) | 663 | $4.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.25 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
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $275M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗