Kuber Capital Management, LLC

Kuber Capital Management, LLC provides tailored portfolio management primarily to individual clients, including high-net-worth individuals, by developing Investment Policy Statements that document each client's goals, tax considerations, time horizon and risk tolerance. Services focus on portfolio construction and ongoing monitoring across mutual funds, equities, fixed income, ETFs and non-U.S. securities, with the firm typically obtaining discretionary authority to implement client plans.

The firm’s investment process draws on charting, cyclical and fundamental analysis together with modern portfolio theory and employs both long- and short-term trading strategies; the brochure also discloses the use of more complex techniques such as options, margin transactions and short sales when appropriate for a client’s objectives. KCML emphasizes documentation of client risk profiles in each IPS and states a commitment to seek best execution while managing accounts in accordance with fiduciary duties.

Kuber is notable among solo independent advisers for offering performance-based fee arrangements to qualified clients, an uncommon practice among its peers. The brochure describes a 20% performance fee tied to capital appreciation with a high‑water mark and, in one section, an 18% hurdle before the fee applies, and it also discloses a requirement that clients custody assets at a specified broker-dealer (Interactive Brokers) and participation in that firm’s institutional program, which provides economic benefits the adviser acknowledges could create conflicts of interest.