Curasset Capital Management, LLC

RIASEC RegisteredEst. 2021
Total AUM
$643M
Discretionary
$643M
100% of AUM
Avg account
$322M
Accounts
2
Employees
6
Advisory reps
4

Firm details

Headquarters
Newark, New Jersey
CRD number
316522
Registered since
September 27, 2021
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Curasset Capital Management, LLC is a limited liability company registered as an institutional registered investment adviser in 2021. The firm is structured as an individually owned boutique RIA that serves institutional clients and focuses on advisory work rather than acting as a capital allocator. Its advisory mandate centers on portfolio management for investment companies, and it charges clients on a percentage-of-assets-under-management fee basis. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Peter Strzalkowski

    Peter Strzalkowski

    CEOCRD 2774408

Contacts

3 of 3
  • Michael Hislop

    Partner, Investment AnalystCRD 8233071

  • Benjamin Rockmuller

    Partner, Senior Portfolio ManagerCRD 4586543

  • Avinand Jutagir

    Avinand Jutagir

    President & Portfolio ManagerCRD 5164609

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

Newark, NJ

Essex

Location

Newark, NJ

Headquartered in Newark, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Essex
Address
50 Park Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth