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 is SEC-registered, with registration dated 2020. Ownership is reported as a combination of a domestic entity and an individual. The firm's regulatory classification in the provided data is unclassified and filings do not identify it as a capital allocator or an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser in the supplied FINTRX snapshot. Public disclosures in the FINTRX extract are sparse: business activities, advisory services, client segments, and fee structure were not detailed in the data provided.
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 8Eamon Cullinan
Managing DirectorCRD 5180213
STEPHEN BACHMANN
Registered RepresentativeCRD 2634507
ANDREW VAN OGTROP
Managing MemberCRD 2921520
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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