CURI WEALTH MANAGEMENT, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 281133). Regulatory assets under management: $1.4B.
| Name | Role | Location |
|---|---|---|
| SCHWARTZ ERIC STUART | MEMBER | — |
| MONGIA MATTHEW HIMAT | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| KEATING KATHLEEN ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS LEE HARRISS | MANAGING DIRECTOR; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| DALTON BETH POWELL | CHIEF COMPLIANCE OFFICER | — |
| CONNOR GEREMY EDWIN | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER | — |
| DIAMOND DANIEL MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| PACCIONE MARK NICHOLAS | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER; CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| ELIOPOULOS DIMITRI PETER | CEO | — |
Hedge Fund: 2 · Real Estate Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| OUTSTANDING BUSINESSES LIMITED PARTNERSHIP | Hedge Fund | — | 45 | $109.0M | $250K |
| FINANCIAL ASCENT TE LIMITED PARTNERSHIP | Hedge Fund | — | 10 | $46.1M | $250K |
| CURI CAPITAL REAL ESTATE INCOME AND GROWTH FUND I, LP | Real Estate Fund | — | 69 | $22.0M | $250K |