Krusen Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Krusen Capital Management manages pooled investment vehicles and provides non-discretionary advisory, monitoring, and reporting services for clients investing in third-party hedge funds, private credit funds, and draw-down funds such as private equity and real estate funds. Founded in 2009 and led by Charles B. Krusen, the firm specializes in alternative investments and serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities who qualify as qualified purchasers.

Assets Under Management$260M
Clients140
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$130M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0% to 1% annually and are negotiable. In limited circumstances, a fixed fee ranging from $1,000 to $250,000 per annum per advisory investment may be charged.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Krusen Capital Management, LLC - Fees, AUM & Advisors | TrueAdvisor