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Kubera Portfolios, LLC (Pacific Palisades)


Kubera Portfolios, LLC is a large advisory firm based in Pacific Palisades. It manages $72.14 million of regulatory assets for 226 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Colorado, Connecticut, and 9 other states.

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Kubera Portfolios provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kubera Portfolios: assets under management

The assets under management (AUM) of Kubera Portfolios, LLC is $72.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 187% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $72.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $319.19 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kubera Portfolios, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Spencer David Sherman President 1 Jan 1987 75% - 100% 1609423
Brenton W. Kessel President 1 Jan 1999 75% - 100% 2826946

Based in Pacific Palisades

The principal office where Kubera Portfolios, LLC performs its advisory services is located at 17383 Sunset Blvd, Pacific Palisades, CA 90272, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-566-1895 or by fax 310-919-1895. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.kuberaportfolios.com.


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