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| Happy Holidays!! thanks for using AUM13F!! |
| CURA Wealth Advisors LLC
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| CRD # | 332511 |
| SEC # | 801-130922 |
| CIK # | 0002056729 |
| AUM | $491.4 M (2025-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 312-320-0058 |
| Address | 180 North Stetson Ave Chicago, IL 60601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 58.0 | ||
| FS KKR Capital Corp | 37.2 | ||
| Abbott Laboratories | 31.7 | ||
| Apollo Investment Corp | 8.9 | ||
| Apollo Commercial Real Estate Finance Inc | 8.3 | ||
| Ares Commercial Real Estate Corp | 4.7 | ||
| Accenture PLC | 4.4 | ||
| Granite Point Mortgage Trust Inc | 4.1 | ||
| Palantir Technologies Inc | 3.7 | ||
| Golub Capital BDC Inc | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 7.3 |
| (b) Individuals (high net worth individuals) | 135 | 484.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 580 | 491.4 |
| By Discretionary | ||
| Discretionary | 572 | 488.7 |
| Non-Discretionary | 8 | 2.7 |
| Total | 580 | 491.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 491.4 | |
| United States Persons | 0.0 | |
| Total | 580 | 491.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056729] |
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|---|---|---|
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Monetary Management Group Inc
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MO | 0.5 |
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Harvest Investment Consultants LLC
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MD | 0.5 |
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Hoxton Planning & Management LLC
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WV | 0.5 |
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HC Advisors LLC
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GA | 0.5 |
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Seed Planning Group LLC
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NY | 0.5 |
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Burkett Financial Services LLC
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SC | 0.5 |
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Access Wealth Planning LLC
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NJ | 0.5 |
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Addison Advisors LLC
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VT | 0.5 |
|
VAM Group Inc
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MI | 0.5 |
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Concorde Asset Management LLC
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MI | 0.5 |