Curtis Point Capital

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Weston, Massachusetts
CRD number
307399
Registered since
August 24, 2020

Firm profile

FINTRX

Overview

Curtis Point Capital is organized as a limited liability company and is registered with the SEC, with its registration recorded in 2020. Public filings and the FINTRX snapshot present the firm as a small, unclassified advisory entity with ownership tied to a mix of a domestic entity and an individual. Available data is sparse on investment strategy, client segments, fee arrangements or specific advisory activities. The firm is not described as a capital allocator and is not flagged as an active ESG investor. FINTRX also indicates Curtis Point Capital does not operate as a multistate adviser and is not identified as newly formed for regulatory purposes.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 8
  • Eamon Cullinan

    Eamon Cullinan

    Managing DirectorCRD 5180213

  • Stephen Bachmann

    Stephen Bachmann

    Registered RepresentativeCRD 2634507

  • Andrew Van Ogtrop

    Andrew Van Ogtrop

    Managing MemberCRD 2921520

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth