Culvert Capital LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Downers Grove, Illinois
CRD number
313898
Registered since
April 28, 2022

Firm profile

FINTRX

Overview

Culvert Capital LLC is organized as a limited liability company and is registered with the SEC as an investment adviser since 2022. Ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified and indicates it does not operate as a capital allocator, does not self-identify as an active ESG investor, and is not recorded as a multi-state adviser, pension consultant, or related adviser. Publicly available disclosures in the FINTRX snapshot are minimal: fields for client types, fee schedules, business activities, and advisory activities are blank. That limited disclosure makes the firm’s target clients, fee model, and investment approach difficult to characterize from this source alone.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Michael Barry

    Michael Barry

    CEOCRD 1971845

Contacts

3 of 4
  • John Carroll

    FinOpCRD 5823357

  • Ernest Brooks

    DirectorCRD 4742620

  • Gordon Lam

    Data AnalystCRD 7718225

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Downers Grove, IL

Du Page

Location

Downers Grove, IL

Headquartered in Downers Grove, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
4901 Forest Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth