Curafin Advisors LLC

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Assets, Funds, Holdings

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Curafin Advisors LLC
CRD #329091
SEC #801-129547
CIK #
AUM $229.2 MM (2024-06-10)
Employees 6 (50% Investors, 0% Brokers)
Phone480-284-7080
Address4747 N 22nd St
Phoenix, AZ 85016
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 5 90.0
(g) Pension and profit sharing plans 76 139.2
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 81 229.2
By Discretionary
Discretionary 81 229.2
Non-Discretionary 0 0.0
Total 81 229.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 229.2
Total 81 229.2
Comparable Firms State AUM ($BB)
Pemberwick Investment Advisors LLC
CT 0.2
Capstone Asset Management LLC
PA 0.2
Lehrer Kenneth Eugene Dr
TX 0.2
Old Mutual Customised Solutions PTY Limited
0.2
One Stone Global LLC
MA 0.2
CIC LLC
FL 0.2
Artist Capital Management LLC
NY 0.2
Windmark Investment Partners Inc
DE 0.2
Ginjer AM
0.2
ICR Partners LLC
TN 0.2
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