Investment adviser · CRD 297072
BERUNDA CAPITAL MANAGEMENT
Investment adviser filing (IA)
BERUNDA CAPITAL MANAGEMENT LLC
PRINCETON, NJ, United States · Form ADV filed Aug 7, 2018
- Regulatory AUM
- $7.7M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $7,700,000 | 100.0% |
Filing source
Form ADV 1231131 · Aug 7, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 7, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
5 INDEPENDENCE WAY, SUITE 300PRINCETON, NJ, 08540-6627, United States
CRD 297072
Filing source
Form ADV 1231131 · Aug 7, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.