Krusen Capital Management, LLC

Krusen Capital Management LLC, established in 2009 by Charles B. Krusen, offers investment supervisory services to pooled investment vehicles and advisory clients investing in hedge funds, private credit funds, and drawdown funds. The firm may recommend third-party managers and allows clients to impose restrictions on investments based on their values. The minimum account size is $100,000, potentially waived based on client needs. Fees, ranging from 0% to 1% annually, are negotiable and billed quarterly in advance. Clients are responsible for third-party fees and underlying fund expenses. KCM employs fundamental and quantitative analysis, monitoring investments monthly or quarterly. Investment strategies include long-term investing, short sales, margin transactions, and options trading. Risks involve market fluctuations, illiquidity, and specific security risks. KCM acts as a fiduciary, with no disciplinary events, and does not accept performance-based fees. The firm does not have custody of client funds, provides regular reports, and does not accept economic benefits for advice. KCM has discretionary authority for pooled investment vehicles but not for advisory clients. Clients retain voting rights for their securities, and KCM does not solicit prepayment of fees or have financial conditions impairing client commitments. No bankruptcy petitions have been filed in the last ten years.