Curewell Capital Management, LLC

RIASEC Registered
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 investment adviser (registered in 2024) that operates as a private equity-focused manager serving institutional clients. The firm is organized as an LLC with an owner-type listed as an individual; its core advisory activity is portfolio management for pooled investment vehicles rather than separate-account advisory. Fee arrangements combine asset-based charges with performance-linked fees, consistent with closed-end private fund economics. Curewell plays sponsor and general partner roles on the pooled vehicles it manages, acting as a manager/controlling entity for those funds. The firm identifies as an active ESG investor, indicating that environmental, social and governance factors are incorporated into its investment approach or stewardship practices across its funds.

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

FINTRX

Contacts

FINTRX

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
11755 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth