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 limited liability company (registration in 2023) that provides portfolio management services to investment companies and serves an institutional client base. The firm bills on a percentage-of-AUM basis and identifies its primary advisory activity as portfolio management for investment companies. Kurv reports no active ESG investing stance and is classified in industry data as an “other investment adviser.”
Assets & Accounts
Public Holdings
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
Owners & executives
1 of 1HOWARD CHAN
Chief Executive Officer & FounderCRD 7628916
Contacts
2 of 2James Puleo
Vice PresidentCRD 7015111
GERY SADZEWICZ
CCOCRD 1090963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$8M in ETFs
85%
$6.8M
15%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X SILVER MINERS ETF (SIL) | GlobalX | Passive | Equity Precious Metals | $2.3M | 27,946 | 29.32% |
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
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