# KUBERA PORTFOLIOS, LLC

KUBERA PORTFOLIOS, LLC of PACIFIC PALISADES, CA is an SEC-registered investment adviser.

## Registration

- CRD: 131410
- Type: SEC-registered investment adviser
- SEC file number: 801-66668
- Location: 17383 SUNSET BLVD, SUITE A360, PACIFIC PALISADES, CA, 90272
- Phone: 310-566-1895
- Latest filing: 2009-06-24
- Regulatory AUM: $61.4M
- Discretionary AUM: $61.4M
- Clients: 6
- Accounts: 578

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Bruce Burton Daniel | CHIEF OPERATING OFFICER | Auburn, AL |
| BRUCE C DAVID | CHIEF OPERATING OFFICER | — |
| SHERMAN SPENCER DAVID | PRESIDENT | — |
| COLE JASON M | SHAREHOLDER | — |
| ALOIA GREGORY VINCENT | SHAREHOLDER | — |
| KESSEL BRENTON W | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| O'CONNOR THOMAS ROSS | SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131410/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131410/similar
- Related entities: https://search.stillhousedata.com/firm/131410/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131410

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.