# CURI WEALTH MANAGEMENT, LLC

CURI WEALTH MANAGEMENT, LLC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 281133
- Type: SEC-registered investment adviser
- SEC file number: 801-118864
- Location: 700 SPRING FOREST ROAD, SUITE 235, RALEIGH, NC, 27609
- Phone: 984-202-2800
- Latest filing: 2023-12-01
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $297K
- Clients: 23
- Accounts: 1,746

## Officers, owners & control persons (9)

| 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 | — |


## Private funds (3)

Mix: Hedge Fund 2 · Real Estate Fund 1

| Fund | Type | Formed | Owners | GAV | 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 |


## Fund service providers (2)

- administrator: FAIRVIEW INVESTMENT SERVICES — 2 funds
- administrator: APEX FUND SERVICES (CHARLOTTE) LLC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281133/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281133/similar
- Related entities: https://search.stillhousedata.com/firm/281133/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281133

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.