|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Curafin Advisors LLC
✚
|
|
|---|---|
| CRD # | 329091 |
| SEC # | 801-129547 |
| CIK # | |
| AUM | $448.4 M (2025-03-19) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 480-284-7080 |
| Address | 4747 N 22nd St Phoenix, AZ 85016 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 104.5 |
| (g) Pension and profit sharing plans | 75 | 344.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 81 | 448.4 |
| By Discretionary | ||
| Discretionary | 81 | 448.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 81 | 448.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 448.4 | |
| Total | 81 | 448.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Compass Group Investments Solutions LLC
✚
|
FL | 0.5 |
|
Caird Investment Partners LLC
✚
|
TX | 0.5 |
|
Eagle Point Income Management LLC
✚
|
CT | 0.5 |
|
HLM Management Co LLC
✚
|
MA | 0.5 |
|
Bastion Management II LLC
✚
|
CT | 0.5 |
|
Ancient Management LP
✚
|
NY | 0.4 |
|
Chiron Investment Management LLC
✚
|
NY | 0.4 |
|
Frontegra Asset Management Inc
✚
|
IL | 0.4 |
|
I-QU & Co Management LP
✚
|
IL | 0.4 |
|
Pursell Management Co LLC
✚
|
GA | 0.4 |