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 an SEC-registered LLC that provides institutional investment management, with registration recorded in 2021. The firm reports an institutional client base and delivers portfolio management services specifically for investment companies. It operates under an owner-type classified as individual and bills clients on a percentage-of-assets-under-management fee schedule. Curasset does not identify as an active ESG investor, is not a capital allocator, and does not present itself as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

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
  • PETER STRZALKOWSKI

    CEOCRD 2774408

Contacts

3 of 3
  • Michael Hislop

    Partner, Investment AnalystCRD 8233071

  • BENJAMIN ROCKMULLER

    Partner, Senior Portfolio ManagerCRD 4586543

  • 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

FINTRX

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