Curtis Point Capital
Firm details
- Headquarters
- Weston, Massachusetts
- CRD number
- 307399
- Registered since
- August 24, 2020
Firm profile
FINTRXOverview
Curtis Point Capital is organized as a limited liability company and appears on SEC records with an initial registration dating to 2020. FINTRX classifies the firm as unclassified and lists its ownership as a mix of a domestic entity and an individual. The profile contains minimal detail on business lines, client types, or specific advisory services; several typical flags are negative — the firm is not identified as an active ESG investor, not a pension consultant, not a capital allocator, and not listed as a related adviser. The private disclosure footprint is light: no investment preferences, product mix, or stated target clientele were provided in the source data. That lack of public detail makes it difficult to characterize the firm's investment philosophy or operating model beyond its legal form and registration year.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8Douglas Dubiel
Registered RepresentativeCRD 2158031
Matthew Zolin
DirectorCRD 2563801

Stephen Bachmann
Registered RepresentativeCRD 2634507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Weston, MA
Middlesex
Location
Weston, MA
Headquartered in Weston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 6 Driftwood Ln
- Time zone
- ET (UTC-5)
- Office locations
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