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 (registration year 2022). Public filings and the FINTRX snapshot provide only a sparse profile: the firm is classified as unclassified, lists its owner type as a mix of a domestic entity and an individual, and does not identify itself as a capital allocator. FINTRX indicates the firm does not characterize itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. Disclosure about the firm’s advisory activities, target client types, fee structure, or investment focus is not provided in the available data. The limited public footprint and absence of programmatic detail suggest Culvert Capital presents minimal information beyond its basic organizational attributes.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • 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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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