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CURI CAPITAL, LLC
CRD 134249File 801-63939
APPROVED
Retail clients
Custody
Filing as of Jul 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$11.58B
Top 10% of cohort (national)
Discretionary AUM
$9.30B
Non-discretionary $2.28B
Clients
2,960
16,939 accounts
Employees
180
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 15, 2005
- Principal office
- ONE NORTH WACKER DRIVE, SUITE 3500, CHICAGO, IL, 60606
- Phone
- 312-993-5800
- Website
- https://curicapital.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.58B
- Discretionary AUM
- $9.30B
- Non-discretionary AUM
- $2.28B
- Discretionary accounts
- 13,039
- Non-discretionary accounts
- 3,900
- Total accounts
- 16,939
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $340.3M |
| Insurance companies | 7 | $889.2M |
| Investment companies | 8 | $1.16B |
| Charitable organizations | 38 | $200.2M |
| High net worth individuals | 1,547 | $7.86B |
| Pooled investment vehicles | 19 | $576.7M |
| Pension and profit sharing plans | 5 | $62.5M |
| Individuals (other than high net worth individuals) | 1,318 | $495.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 168 | 180 | increased by12 |
| Apr 1, 2026 | Clients | 2,786 | 2,960 | increased by174 |
| Apr 1, 2026 | AUM | $9,830,680,915 | $11,582,602,449 | increased by$1,751,921,534 |
| Apr 1, 2026 | Accounts | 13,209 | 16,939 | increased by3,730 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 146 | 168 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,461 | 2,786 | increased by325 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $7,847,235,921 | $9,830,680,915 | increased by$1,983,444,994 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 12,517 | 13,209 | increased by692 |
| Apr 1, 2022 | Employees | 153 | 146 | decreased by7 |
| Apr 1, 2022 | Clients | 1,898 | 2,461 | increased by563 |
| Apr 1, 2022 | AUM | $8,438,728,335 | $7,847,235,921 | decreased by$591,492,414 |
| Apr 1, 2022 | Accounts | 17,635 | 12,517 | decreased by5,118 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CURI CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CURI CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.