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 owned by a combination of a domestic entity and an individual. The firm is listed as "Unclassified" in its snapshot data and has provided little public detail about its advisory activities, fee model, or client focus. The available records indicate it does not act as a capital allocator and is not identified as an active ESG investor. The firm is not reported as a multi-state adviser, and it is not characterized as newly formed, a pension consultant, or a related adviser to another registered manager. Other operational and business-activity fields are blank in the source data, so the firm's investment approach and client-service model are not disclosed there.
Investments & Alternatives
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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