Asset manager · West Palm Beach, FL
Krusen Capital Management, LLC
SEC-registered investment adviser · CRD 150754 · SEC 801-70338
At a glance
Krusen Capital Management, LLC is an SEC-registered investment adviser based in West Palm Beach, Florida, with $256 million in regulatory assets under management as of its Form ADV filed March 26, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 103 individual clients. By Form ADV it is a asset manager, ranked 2,009th of 3,218 asset managers and 10,969th of 17,210 SEC-registered advisers by assets.
Main office 561-370-7439krusencapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $256M
- Rank among asset managers
- #2,009 of 3,218
- Rank among all SEC RIAs
- #10,969 of 17,210
- Rank in Florida
- #657 of 1,090
- Individual clients
- 103
- High-net-worth clients
- 103
- Accounts
- 217
- Discretionary
- 25% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Charles B. KrusenOwner, CEO & CCO
Custody and brokerage
Custodian
Krusen Capital Management, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 103 | $123M | 48% |
| Corporations or other businesses | 32 | $67M | 26% |
| Pooled investment vehicles | 2 | $64M | 25% |
| Charitable organizations | 1 | $1M | <1% |
| Insurance companies | 2 | $1M | <1% |
Private funds
Krusen Capital Management, LLC reports 1 private funds with $64M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Krusen Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗krusencapital.com ↗
AtlasMembers
The full record on Krusen Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 881 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Krusen Capital Management, LLC manage?
Krusen Capital Management, LLC reports $256 million in regulatory assets under management across 217 accounts, 25% of it on a discretionary basis, on its Form ADV filed March 26, 2026.
What kind of firm is Krusen Capital Management, LLC?
Krusen Capital Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Krusen Capital Management, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($123 million, 103 clients); corporations or other businesses ($67 million, 32 clients); pooled investment vehicles ($64 million, 2 clients).
Does Krusen Capital Management, LLC manage private funds?
Yes. It reports 1 private funds with $64 million in gross assets, including hedge funds.
Does Krusen Capital Management, LLC have any disciplinary history?
Krusen Capital Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Krusen Capital Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →