Kurv Investment Management LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 323149
- Registered since
- February 10, 2023
- Website
- www.kurvinvest.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Kurv Investment Management LLC is an SEC-registered institutional registered investment adviser organized as an LLC. The firm is registered with the SEC as of 2023 and lists both a domestic entity and an individual among its ownership types. Kurv serves institutional clients and bills fees as a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies, and it is classified as an “other investment adviser” in industry affiliations. Kurv does not identify as an active ESG investor and is not designated as a multi-state adviser or a pension consultant. The firm is not described as a capital allocator; its role is advisory and portfolio management rather than direct deployment of third-party capital into manager-led vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Gery Sadzewicz
Chief Executive OfficerCRD 1090963

Howard Chan
Chief Executive Officer & FounderCRD 7628916
Contacts
1 of 1
James Puleo
Vice PresidentCRD 7015111
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 11Active vs passive
$10.8M in ETFs
60%
$6.5M
41%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X SILVER MINERS ETF (SIL) | GlobalX | Passive | Equity Precious Metals | $2.5M | 32,185 | 22.98% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1 Letterman Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Fathom Point Capital LLC
RIASan Francisco, CA
Benningfield Financial Advisors, LLC
RIASan Francisco, CA
Vila, LLC
RIASan Francisco, CA
Karl Kapital
RIASan Francisco, CA
BPM Wealth Advisors, LLC
RIASan Francisco, CA
Toronado Partners LLC
RIASan Francisco, CA