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Building 2FEG CURIO INVESTMENT PARTNERS, LLC

Map pinCINCINNATI, OH
Phone513-977-4400
NotebookSEC #801-126960
Total AUM
$195.3M
Employees
17
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 EAST FIFTH ST., SUITE 1600
CINCINNATI
OH 45202
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
513-977-4400

ReceiptFinancials

Total AUM
$195.3M
Accounts
18
Discretionary
$195.3M
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$2.8M
Pooled Vehicle Clients
1
AUM
$189.5M
Charitable Organization Clients
1
AUM
$691.9K
Government Entity Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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