CURI CAPITAL
  • CURI CAPITAL
  • SHARPVUE CAPITAL, LLC
  • SHARPVUE CAPITAL
  • KDI
  • CURI WEALTH MANAGEMENT, LLC
  • CURI WEALTH MANAGEMENT
  • CURI RETIREMENT SERVICES

Adviser Profile

As of Date 03/29/2024
Registration status Terminated
ADV Location RALEIGH, NC, United States
Contact Info 984 xxxxxxx
Websites
AUM* 1,403,785,530 28%
of that, discretionary 1,403,488,084 28%
Number of Employees 23 15%
of those in investment advisory functions 17 21%
Private Fund GAV* 0
Avg Account Size 804,001 -52%
% High Net Worth 36.81% -16%
SMA’s Yes
Private Funds 0 3

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 1B 802M 601M 401M 200M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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