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KERBEROS CAPITAL MANAGEMENT LLC

CHICAGO, IL · CRD 315699 · IAPD ↗ · kerberoscm.com · (312) 854-8787

$412.2MRegulatory AUM
4Advisory reps
8Employees
1Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — KERBEROS CAPITAL MANAGEMENT LLC reported RAUM up 29% ($270.0M -> $348.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
98
December 2024 — KERBEROS CAPITAL MANAGEMENT LLC (CHICAGO, IL) is newly SEC-registered with $270.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.