SEC-Registered Investment Adviser
Curi Capital, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated July 7, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- February 15, 2005
- Principal office
- One North Wacker Drive, Suite 3500, Chicago, IL 60606
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Other offices
- 10
Scale
- Regulatory AUM
- $11.6B
- Discretionary / non-discretionary
- $9.3B / $2.3B
- Accounts
- 16,939
- Clients
- 84
- Employees
- 180, 106 in advisory roles
- Private funds advised
- 17
- Private fund gross assets
- $459.2M
- Fund types
- 2 hedge funds, 9 private equity funds, 5 real estate funds, 1 other private funds
- Funds with Form D records
- 9 issuers in AltStreet's ledger, $346.9M reported sold across them
- Client assets in custody
- $3.5B (1,823 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting, selection of other advisers and other advisory activities
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- individuals (other than high net worth) (1,318); high net worth individuals (1,547); investment companies (8); pooled investment vehicles (19); pension and profit sharing plans (5); charitable organizations (38); insurance companies (7); corporations or other businesses (18)
- Also engaged as
- registered representative of a broker-dealer, commodity pool operator or commodity trading advisor and accountant or accounting firm
- Related persons include
- an insurance company or agency
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (July 7, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.