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CURI CAPITAL, LLC
CHICAGO, IL
312-993-5800
SEC #801-63939Total AUM
$11.6B
Employees
180Clients
2,960Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE NORTH WACKER DRIVE
SUITE 3500
CHICAGO
IL 60606
United States
SUITE 3500
CHICAGO
IL 60606
United States
Operating Hours
8:00 A.M. TO 5:00 P.M
Monday - Friday
Monday - Friday
Phone
312-993-5800
Other Offices
10
Financials
Total AUM
$11.6B
Accounts
16,939Discretionary
$9.3B
Accounts
13,039Non-Discretionary
$2.3B
Accounts
3,900
Clients
Individual Clients
1,318AUM
$495.6M
HNW Individual Clients
1,547AUM
$7.9B
Investment Company Clients
8AUM
$1.2B
Pooled Vehicle Clients
19AUM
$576.7M
Pension/Profit Sharing Plan Clients
5AUM
$62.5M
Charitable Organization Clients
38AUM
$200.2M
Insurance Company Clients
7AUM
$889.2M
Corporation or Business Clients
18AUM
$340.3M
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
SPONSOR, GENERAL PARTNER, MANAGING MEMBER (OR EQUIVALENT) OF POOLED INVESTMENT VEHICLES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.