Srikanth Nagarajan
Berunda Capital Management · Princeton, New Jersey
Srikanth Nagarajan is a fee-only financial advisor at Berunda Capital Management in Princeton, New Jersey. Berunda Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Berunda Capital Management |
|---|---|
| Based in | Princeton, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $11.2M across 20 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4586119 |
| Exams passed | Series 63 (2002) · Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.berundacap.com |
| Profile |
How Srikanth's firm compares
- Berunda Capital Management's average account is about $559,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Srikanth
Is Srikanth Nagarajan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Srikanth holds no broker registration, and Berunda Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Srikanth charge for financial advice?
Srikanth's firm, Berunda Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Srikanth Nagarajan based?
Srikanth Nagarajan is based in Princeton, New Jersey.
Is Srikanth Nagarajan registered with the SEC?
Yes. Srikanth Nagarajan is registered as an investment adviser representative in TX (CRD 4586119), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Berunda Capital Management manage?
Berunda Capital Management reports $11.2M across 20 accounts in assets under management.
How do I contact Srikanth Nagarajan?
Through Srikanth's website, www.berundacap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Princeton
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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