Berunda Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,172,500
Clients
14
64% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$798,036
About
Berunda Capital Management provides discretionary portfolio management and related advisory services primarily to individual and high‑net‑worth clients. The firm charges percentage‑of‑assets fees for portfolio management, a fee model commonly used by supported advisory firms.
The firm’s lead advisor brings a background in sell‑side equity research and institutional asset management and holds advanced degrees in finance, systems and industrial engineering, which informs a research‑driven approach to security selection and portfolio construction. An affiliated research‑support company supplies outsourced research to the adviser, and the firm discloses both historical performance results and hypothetical performance in its materials.
Berunda works with a relatively small client base and supplements direct portfolio management with ongoing client communications, including periodicals/newsletters and educational seminars or workshops—features that are uncommon among peers. Together, the combination of sell‑side research experience, an in‑house research support arrangement, and a formalized communications and education program differentiates its operational model from many similarly sized advisors.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Wealth management
Main office location
Berunda Capital Management
5 Independence Way, Suite 300
Princeton NJ 08540-6627, United States
Number of offices
1
Most active in
Berunda Capital Management has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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