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Venkat Krishnaswamy

Investment adviser representative at Kubhera Enterprises LLC
17 yearsExperience
2 statesRegistered in
$275.5MFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Purshe Kaplan Sterling InvestmentsOct 2009 to now
  2. Kubhera Enterprises LLCSep 2009 to now
  3. Mks PrincetonMay 2009 to now

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 2 states (FL, NJ).

Kubhera Enterprises LLC

$275.5MAssets managed
304Clients
3Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5314851
Firm CRD
151619
Advisor's SEC record (opens in a new tab)
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