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 that registered with the SEC in 2020. The firm's ownership is listed as a combination of a domestic entity and an individual. In the dataset its classification is "Unclassified." The record indicates Curtis Point Capital does not act as a capital allocator and does not identify as an active ESG investor. It is not flagged as a multi-state adviser and is not marked as a newly formed adviser. The firm has not provided detail on its core business activities, advisory offerings, client segments, or fee arrangements. An explicit note in the source states no information was supplied about activities and affiliations.
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 8
Eamon 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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