SourcingSourcing

KRUSEN CAPITAL MANAGEMENT, LLC

B52
CRD 150754·SEC 801-70338·WEST PALM BEACH, FL
AUM
$255.7M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$767K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KRUSEN CAPITAL MANAGEMENT, LLC
CRD
150754
SEC file #
801-70338
EIN
000000000
DBA names
—

Economics

AUM
$255.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$169.5M → $255.7M▲ +51%
Client mix
Individuals High Net Worth103
Corporations32
Pooled Investment Vehicles2
Insurance Companies2
Charitable Organizations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
krusencapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRUSEN, CHARLES, BEAUBIEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KRUSEN, CHARLES, BEAUBIEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KRUSENCAPITAL.COM
Rdap Domain Creation Date
2008-12-09T14:17:44Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001596931
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2014-01-14
Edgar Last Filing Date
2015-01-14
Edgar Form D Count
2
Edgar Form D Offerings
2015-01-142015-01-14 · 0000919574-15-000371
2014-01-142014-01-14 · 0000919574-14-000230

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
C/O LIONHEDGE, LLC600 MADISON AVE, 23RD FLOORNEW YORK, NY 10022
Business
C/O LIONHEDGE, LLC600 MADISON AVE, 23RD FLOORNEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
D/A2015-01-14 · 0000919574-15-000371
D2014-01-14 · 0000919574-14-000230
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-09T14:17:44Z
Rdap Domain Last Changed
2024-12-10T13:45:31Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2272656
Trust Company Affiliate
No

People (2)

2
KRUSEN, CHARLES, BEAUBIEN
IAR · Direct Owner · 87.5%
2272656
Bradley Jerome Hurston
IAR
7312876