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CURI CAPITAL, LLC
CRD 134249 · SEC 801-63939
ONE NORTH WACKER DRIVE, SUITE 3500, CHICAGO, IL, 60606, United States
Phone
312-993-5800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.58B
Discretionary AUM
$9.30B
Team
180 total employees; 106 advisory reps; 84 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersSPONSOR, GENERAL PARTNER, MANAGING MEMBER (OR EQUIVALENT) OF POOLED INVESTMENT VEHICLES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1318 | $495.6M |
| High net worth individuals | 1547 | $7.86B |
| Investment companies | 8 | $1.16B |
| Pooled investment vehicles | 19 | $576.7M |
| Pension/profit sharing plans | 5 | $62.5M |
| Charitable organizations | 38 | $200.2M |
| Insurance companies | 7 | $889.2M |
| Corporations/business entities | 18 | $340.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD