CURIAM CAPITAL LLC

RIASEC RegisteredEst. 2021
Total AUM
$965M
Discretionary
$965M
100% of AUM
Avg account
$241M
Accounts
4
Employees
7
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
305220
Registered since
August 4, 2021
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Curiam Capital LLC is a hedge-fund–style adviser organized as an LLC and registered with the SEC in 2021. The firm concentrates on portfolio management for pooled investment vehicles and serves an institutional client base. Its compensation approach includes performance-based fees alongside other fee arrangements. Curiam is not positioned as a capital allocator; instead it appears to operate as an active manager running pooled funds rather than primarily selecting external managers. The firm is not an active ESG investor and does not report multi-state adviser status or pension consulting activity. Ownership is held by an individual rather than a corporate or institutional parent.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Molly Pease

    Managing Director, Chief Compliance OfficerCRD 7162992

Contacts

3 of 5
  • Anup Misra

    Managing DirectorCRD 7163003

  • ERIC GROBERG

    Director of FinanceCRD 4511154

  • Lauren Bernstein

    Managing DirectorCRD 7163006

Unlock 2 more contacts

Wealth teams

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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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
450 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth