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| Happy Holidays!! thanks for using AUM13F!! |
| CURI Capital LLC
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| CRD # | 134249 |
| SEC # | 801-63939 |
| CIK # | 0001332905 |
| AUM | $9.8 B (2025-07-03) |
| Employees | 168 (54% Investors, 4% Brokers) |
| Phone | 312-993-5800 |
| Address | One North Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| VISA Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Tyler Technologies Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Whirlpool Corp /DE/ | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,279 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,415 | 6.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 7 | 0.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 17 | 0.5 |
| (g) Pension and profit sharing plans | 5 | 0.1 |
| (h) Charitable organizations | 37 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 7 | 1.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 13,209 | 9.8 |
| By Discretionary | ||
| Discretionary | 11,735 | 8.9 |
| Non-Discretionary | 1,474 | 0.9 |
| Total | 13,209 | 9.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.8 | |
| Total | 13,209 | 9.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Charles Thomas | 157 | |||
| Letitia Solomon | 68 | |||
| Walter Clark | 31 | |||
| Frederick Paulman | 29 | |||
| Don Bechter | 29 | |||
| Richard Burridge | 20 | |||
| John Day | 19 | |||
| Roger Sit | 12 | |||
| Sheldon Fox | 11 | |||
| RMB Capital Holdings LLC | 11 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001332905] | |
| SC 13D | [0001332905] | |
| SC 13G | [0001332905] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gresham Partners LLC
✚
|
IL | 11.7 |
|
Boylston Advisors LP
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|
MA | 11.2 |
|
Gerber/Taylor Management LLC
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TN | 10.7 |
|
Valeo Financial Advisors LLC
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IN | 10.6 |
|
Shepherd Kaplan Krochuk LLC
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MA | 9.7 |
|
Tocqueville Asset Management LP
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NY | 9.7 |
|
MSA Advisors LLC
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CA | 8.7 |
|
BMO Family Office LLC
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|
IL | 8.1 |
|
ICG Advisors LLC
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|
CA | 7.8 |
|
Bear Creek Asset Management LLC
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|
CO | 7.5 |