Investment adviser · CRD 342420
KUTUMB INVESTMENTS LLC
Investment adviser filing (IA)
PALM BEACH GARDENS, FL, United States · Form ADV filed Sep 21, 2026
- Regulatory AUM
- $250M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $250,000,000 | 100.0% |
Filing source
Form ADV 2133299 · Sep 21, 2026 · 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: Sep 21, 2026. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
11780 U.S. HIGHWAY ONE, N204PALM BEACH GARDENS, FL, 33408, United States
CRD 342420
Filing source
Form ADV 2133299 · Sep 21, 2026 · 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.