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Building 2KERUSSO CAPITAL MANAGEMENT, LLC

Map pinWINSTON-SALEM, NC
Phone404-226-2537
NotebookSEC #801-131671
Total AUM
$222.4M
Employees
3
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
486 NORTH PATTERSON AVENUE
#228
WINSTON-SALEM
NC 27101
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
404-226-2537

ReceiptFinancials

Total AUM
$222.4M
Accounts
22
Discretionary
$222.4M
Accounts
22
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
12
AUM
$5.3M
Pooled Vehicle Clients
1
AUM
$50.7M
Charitable Organization Clients
3
AUM
$11.9M
Government Entity Clients
6
AUM
$154.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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