Culvert Capital LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
—
Advisory reps
6
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 recorded as SEC-registered in 2022. The firm's ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the adviser as "unclassified" and indicates it does not serve as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. The record also marks it as not a pension consultant and not a related adviser.

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

    Michael Barry

    CEOCRD 1971845

Contacts

3 of 5
  • Ernest Brooks

    DirectorCRD 4742620

  • Michael Dalesandro

    Michael Dalesandro

    PrincipalCRD 2359354

  • John Carroll

    FinOpCRD 5823357

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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