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CURI CAPITAL
RALEIGH, NC
984-202-2800
SEC #801-118864Total AUM
$1.4B
Employees
23Clients
508Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
700 SPRING FOREST ROAD
SUITE 235
RALEIGH
NC 27609
United States
SUITE 235
RALEIGH
NC 27609
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
984-202-2800
Other Offices
3
Financials
Total AUM
$1.4B
Accounts
1,746Discretionary
$1.4B
Accounts
1,742Non-Discretionary
$297.4K
Accounts
4
Clients
Individual Clients
286AUM
$95M
HNW Individual Clients
187AUM
$599.9M
Pooled Vehicle Clients
3AUM
$177.2M
Pension/Profit Sharing Plan Clients
24AUM
$145.2M
Charitable Organization Clients
4AUM
$6.6M
Insurance Company Clients
1AUM
$250.9M
Corporation or Business Clients
3AUM
$129M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLGAILNCNHNJNYOHPASCTXVA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.