Curewell Capital Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$744M
Discretionary
$744M
100% of AUM
Avg account
$186M
Accounts
4
Employees
7
Advisory reps
3

Firm details

Headquarters
Los Angeles, California
CRD number
318142
Registered since
July 17, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Curewell Capital Management, LLC is an SEC-registered private equity manager that began registration in 2024 and operates as a limited liability company with an individual owner. The firm targets institutional clients and serves primarily as an adviser and sponsor to pooled investment vehicles, acting in GP and managing-member roles rather than as a multi-manager allocator. Its advisory mandate centers on portfolio management for pooled funds, and its compensation mixes a percentage-of-assets fee with performance-based fees. The firm identifies as an active ESG investor, indicating ESG considerations are incorporated into its investment approach.

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
  • Christopher Kujawa

    Chief Financial OfficerCRD 8154926

Contacts

2 of 2
  • Michael Dal Bello

    Michael Dal Bello

    PartnerCRD 7493337

  • Ceron Rhee

    Ceron Rhee

    PartnerCRD 4820607

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
11601 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth