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CURI CAPITAL, LLC
CRD 134249File 801-63939
APPROVED
Retail clients
Custody
Filing as of Jul 7, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.