Kubera Capital
Kubera Capital is a Cary, NC-based alternative asset management firm founded in 2024 by Arun Jain, offering accredited investors, family offices, and institutions access to real estate, startup, VC, PE, and private credit deals via a fund-of-funds model and a custom Cash Flow Portal investor portal.
- Company typePrivate
- Founded2024
- HeadquartersCary, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Kubera Capital does
Kubera Capital Investments LLC is a privately held alternative investment and wealth management firm founded in 2024 by Arun Jain (previously of Goldman Sachs and Morgan Stanley; IIT and UNC alumnus) and headquartered in Cary, North Carolina. The firm operates as a fund-of-funds / multi-vertical alts platform spanning real estate (single-family and multifamily residential, self-storage, medical office and lab space, industrial flex, and mixed-use developments such as the $70M Gateway Zebulon), startup investing (a rolling pitch process every 6–8 weeks covering Seed to Series A), venture capital, private equity, private credit, and pre-IPO companies (announced as coming soon). It also provides tax advisory services spanning ordinary-income strategies (solar ITC, oil and gas, CRUTs, CLATs, SLATs, ILITs, QSBS stacking) and capital-gain deferral (CRUTs, 1031 exchanges, Opportunity Zones).
The firm serves accredited investors, family offices, institutions, non-US residents, high-income W2 earners, and physicians. Distribution combines direct sales (free strategy meetings booked via tidycal.com), a CPA/Advisor partner program, a university-relations and keynote circuit, a Mailchimp newsletter, and social content on LinkedIn, YouTube, X, and Facebook. Its investor portal is a custom build on Cash Flow Portal (SOC 2 compliant), with Parallel Markets handling 506(c) accreditation verification; no proprietary technology platform is disclosed beyond the KolmioLabs initiative, which is positioned as future-proofing for AI-enabled real estate.
Kubera Capital generates revenue through deal-specific fees — a typical 2% due diligence fee plus variable carry on each offering, disclosed per deal via the investor portal — and does not charge recurring annual management fees. A secondary revenue stream flows through its advisory partnership with Trillium Square Advisors LLC, in which Kubera members receive a 20% discount on Trillium Square's $295/hour consultations, $330/month financial planning subscriptions, and 0.59%–1.19% AUM investment management. Founder Arun Jain also sells 'The Portfolio Architect' on Amazon as both a content and revenue line. Headcount is approximately eight, cumulative asset impact is cited at $500M+ across 30+ deals, and no firm-level revenue, AUM, or external funding is disclosed.
Kubera Capital firmographics
Firmographics- Name
- Kubera Capital
- Legal name
- Kubera Capital Investments LLC
- Website
- https://kuberacap.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Kubera Capital is a Cary, NC-based alternative asset management firm founded in 2024 by Arun Jain, offering accredited investors, family offices, and institutions access to real estate, startup, VC, PE, and private credit deals via a fund-of-funds model and a custom Cash Flow Portal investor portal.
- Ownership category
- akta.pro rank
Kubera Capital industry classification
Industry- Product category
- Alternative Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Financial Vehicles (52599), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282), Real Estate Dealers (For Their Own Account) (6532)
- akta.pro primary industry
- Managed Account / SMA Multi-Manager Platforms (FSANAGAL)
- akta.pro secondary industries
- Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
Keywords
Where Kubera Capital is headquartered
LocationHeadquarters
- HQ city
- Cary
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Kubera Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Management and Performance Fees: Kubera Capital charges deal-specific fees including a typical 2% due diligence fee on invested capital and a percentage of profit (carry) on each deal. The firm states it does not charge annual management fees, differentiating from funds that charge 2% annually on each investment. Fees are disclosed deal-by-deal on the investor portal.
- Financial Advisory Services: Through a partnership with Trillium Square Advisors LLC, Kubera Capital members receive access to financial planning and wealth management services for physicians, including fee-based investment management (0.59% to 1.19% AUM) and financial planning subscriptions ($330/month). Trillium Square operates as an independent, fee-based fiduciary advisor. Kubera Capital members receive a 20% discount on all Trillium Square services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Pay-as-you-go | Trillium Square Advisors - Financial Consultation |
| Subscription | Monthly | Trillium Square Advisors - Financial Planning (1-year subscription) |
| Subscription | Annual | Trillium Square Advisors - Investment Management |
| Transaction based/ take rate | Multi-year contract | Due Diligence Fee (Deal-Level) |
| Outcome Based/ Performance | Multi-year contract | Carried Interest (Deal-Level) |
| Other | Multi-year contract | Minimum Investment |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels11 records
Kubera Capital product offering
Product offeringCore offering
Kubera Capital is an alternative investment and wealth management firm that sources, underwrites, and manages private market investment opportunities across real estate, startups, venture capital, private equity, and private credit for accredited investors, family offices, and institutions. The firm delivers these offerings through a custom SOC 2-compliant investor portal, supported by tax optimization strategies (capital gain deferral, ordinary income reduction) and ongoing asset management, K-1 document administration, and investor onboarding services.
Product overview
Kubera Capital operates as a next-generation alternative investment platform offering a comprehensive suite of investment verticals and advisory services. The core investment offerings span Real Estate (Single Family Residential, Multi Family Residential, Self Storage, Medical Office & Lab Space, and Industrial Flex), Startup Investing (Capital Raising and GTM Partner services), Venture Capital, Private Equity, Private Credit, and Pre-IPO Companies. Supporting these investment verticals are advisory services including Capital Allocation, Investor Services, Asset Management, and Tax Advisory covering both ordinary income tax reduction and capital gain tax deferral strategies. The platform provides investor access through a custom Investor Portal built on Cashflow Portal infrastructure, enabling portfolio tracking, K-1 document management, and distribution processing. The firm also offers a CPA and Advisor Partnership Program for delivering sophisticated tax planning strategies to end clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Real Estate Investing Alternative investment vertical covering commercial and residential real estate opportunities across single family residential (Sunbelt cities: Raleigh-Durham, Charleston, Nashville, Jacksonville), multifamily residential (live-work-play developments), self-storage (climate-controlled, opportunity zones), medical office and lab space (outpatient clinics, biotech labs), and industrial flex (data centers, last-mile logistics, e-commerce fulfillment). Targets accredited investors and family offices with $25,000+ minimums.
- Startup Investing Operator-led venture capital vertical providing growth capital to high-growth innovative startups from Seed to Series A. Includes Capital Raising service (structured application, review, and pitch process for founders seeking growth capital) and GTM Partner service (go-to-market partnership, co-marketing and co-selling support for portfolio startups). Pitch events are organized every 6-8 weeks across US regions or virtually.
- Venture Capital Specialized venture fund offering access to specific industries or geographies through experienced managers, targeting Seed to Series A high-growth, innovative companies. Industry and geography agnostic across the firm's deal pipeline.
- Private Equity Private equity investments in high potential, low-risk businesses with roll-up opportunities across various sectors. Designed for accredited investors seeking diversification and operational value creation.
- Private Credit Short-term loans to high-potential businesses to handle special business situations and financing needs. Provides yield-oriented alternative investment exposure for accredited investors.
- Tax Advisory Services Comprehensive tax advisory covering (1) Ordinary Income Tax Reduction strategies for W-2 earners, RSU timing, solar investment tax credits, oil & gas programs, and charitable structures (CLATs, SLATs, ILITs); and (2) Capital Gain Tax Deferral strategies for public stock, private company stock, cryptocurrency, real estate, and business sales via vehicles such as Charitable Remainder Trusts (CRUTs). Also includes cost segregation, accelerated depreciation, and 1031 exchanges.
- Asset Management Services Full-service sell/buy/operate asset management covering commercial and residential real estate, startup holdings, and private equity positions. Includes K-1 document management, investor portal access, distribution processing, and ongoing portfolio oversight for clients.
- The Portfolio Architect (Book) Published book by Arun Jain covering how to build intelligent, resilient, and purpose-driven wealth in the age of alternatives. Sold through Amazon as both a revenue stream and a top-of-funnel marketing tool for investor acquisition.
- CPA and Advisor Partnership Program Tailored tax strategies and alternative investment solutions for CPAs and financial advisors to deliver advanced tax-saving solutions (CRUTs, CLATs, GRATs, IDGTs, SLATs, ILITs, QSBS Stacking, Solar ITC) to their HNW clients. Includes dedicated 'Talk to our partnership team' CTA and a referral guide for $100K+ tax savings delivery.
Quantifiable outcome
- 2% due diligence fee (vs. 2% annual management fees at most other funds) — 'putting most of investor capital to work'
- +8 more outcomes
Companies that use Kubera Capital
Customer profileNamed customers4 records
Segments6 records
Ideal customer profiles4 records
Kubera Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Kubera Capital partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Cash Flow PortalcoreCash Flow Portal is Kubera Capital's technology partner providing a custom, monitored investor portal platform for deal access, K-1 documents, investment tracking, and distributions. The platform is AICPA/SOC compliant and certified, audited by Prescient Assurance (founded by a Cornell MBA graduate). All data and personal information is transmitted and stored in encrypted format. Kubera Capital selected Cash Flow Portal after a thorough review of security practices.
- Parallel MarketscoreParallel Markets provides free accreditation verification services for Kubera Capital investors. Investors can check their accreditation status via Parallel Markets (SOC 2 compliant platform), and Parallel Markets can issue accreditation letters free of charge. This is referenced in the FAQs as the recommended method for investors to establish 506(c) status.
- TiE CarolinasminorTiE Carolinas is a not-for-profit entrepreneurship organization with a mission to foster and support entrepreneurship in the Carolinas. Kubera Capital's founder Arun Jain is a Charter Member of TiE Carolinas. The organization's objectives include facilitating networking among members, fostering entrepreneurship, and integrating members with the mainstream community. Charter Membership is by-invitation-only for accomplished entrepreneurs and professionals.
Scale indicators8 records
Expansion highlights7 records
Kubera Capital competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key highlights7 records
Customer concentration
Kubera Capital social profiles
Digital presenceKubera Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kubera Capital leadership team
Management profileNumber of profiles
Profiles7 records
Kubera Capital subsidiaries and ownership
Company hierarchySubsidiaries1 record
Kubera Capital funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kubera Capital M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kubera Capital
What does Kubera Capital do?
Kubera Capital is an alternative investment and wealth management firm that sources, underwrites, and manages private market investment opportunities across real estate, startups, venture capital, private equity, and private credit for accredited investors, family offices, and institutions. The firm delivers these offerings through a custom SOC 2-compliant investor portal, supported by tax optimization strategies (capital gain deferral, ordinary income reduction) and ongoing asset management, K-1 document administration, and investor onboarding services.
Is Kubera Capital a public or private company?
Kubera Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Kubera Capital founded?
Kubera Capital was founded in 2024. It employs 1 to 10 people.
Where is Kubera Capital based?
Kubera Capital is headquartered in Cary, United States, in the North America region.
How does Kubera Capital make money?
Two revenue lines are on record. Management and Performance Fees are the primary driver. The others are financial Advisory Services.
Does Kubera Capital have an API?
No public API is recorded for Kubera Capital.
What industry is Kubera Capital in?
Kubera Capital's product category is Alternative Asset Management. Its primary akta.pro industry code is FSANAGAL, Managed Account / SMA Multi-Manager Platforms, with a secondary code of BPAHAOAE, Equity Capital Advisory (Private Equity Placements, Growth Capital). Its NAICS code is 523940 and its SIC code is 6282.