Kutumb Investments LLC
● SEC registered since 2026CRD 342420SEC# 801-136356Palm Beach Gardens, FL
Reg. AUM
$250M
Employees
3
Accounts
2
Location
Palm Beach Gardens, FL
Kutumb Investments LLC assets under management
Kutumb Investments LLC is an SEC-registered investment adviser based in Palm Beach Gardens, FL. The firm has been registered since 2026. It reports $250 million in regulatory assets under management and employs 3 people.
Kutumb Investments LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ethan Robert Wilson Control | Partner & Senior Investment Professional | Under 5% | 2026 |
| Kutumb Investments LP Control | Sole Member | Over 75% | 2026 |
| Michael Jeffrey Lean Control | Partner, Chief Operating Officer & Chief Compliance Officer | Under 5% | 2026 |
| Rishi H Doshi Control | Founder & Chief Investment Officer | Under 5% | 2026 |
| Ethan Robert Wilson Control | Limited Partner | 25-50% | 2026 |
| Kutumb Investments GP LLC Control | General Partner | — | 2026 |
| Michael Jeffrey Lean Control | Limited Partner | 25-50% | 2026 |
| Rishi H Doshi Control | Limited Partner | 25-50% | 2026 |
Frequently asked questions
How much does Kutumb Investments LLC manage?
Kutumb Investments LLC reports $250 million in regulatory assets under management on its Form ADV.
How many employees does Kutumb Investments LLC have?
Kutumb Investments LLC reports 3 employees.
Where is Kutumb Investments LLC located?
Kutumb Investments LLC is based in Palm Beach Gardens, FL and has been SEC-registered since 2026.
Does Kutumb Investments LLC disclose fund performance?
Kutumb Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11780 U.S. Highway One, N204, Palm Beach Gardens, FL 33408 |
| Phone | (717) 495-6791 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$250MNo change
Sep '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$250Mregulatory AUM
Discretionary $250M