Investment adviser · CRD 134249
CURI CAPITAL, LLC
Investment adviser filing (IA)
CHICAGO, IL, United States · Form ADV filed Jul 7, 2026
- Regulatory AUM
- $11.6B Form ADV · Item 5.F
- Client accounts
- 16,939 Accounts, not individual clients
- Employees
- 180 Reported in this filing
- Advisory professionals
- 106 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,547 | $7,862,839,095 | 67.9% |
| Investment companies | 8 | $1,155,276,226 | 10.0% |
| Insurance companies | 7 | $889,200,966 | 7.7% |
| Pooled investment vehicles | 19 | $576,653,433 | 5.0% |
| Individuals | 1,318 | $495,619,690 | 4.3% |
| Corporations & businesses | 18 | $340,269,671 | 2.9% |
| Charities | 38 | $200,213,655 | 1.7% |
| Retirement plans | 5 | $62,529,713 | 0.5% |
Filing source
Form ADV 2117984 · Jul 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
37 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
MENDON CAPITAL QP LPHedge Fund · Last reported Aug 1, 2022$0Gross asset value
Form D fundraising filings
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RSM US LLP
PCAOB 49
JEFFERIES LLC
SEC 8-15074
JEFFERIES LLC
CRD 2347 · SEC 8-15074
JEFFERIES LLC
CRD 2347 · SEC 8-15074
Fund details & source
- Fund ID
- 805-9618388920
- Reported beneficial owners
- 52
- Minimum commitment
- $250K
- Form D file number
- 021-237612
- Form D file number
- 021-237742
Form ADV 1667123 · Aug 1, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
MENDON GLOBAL LONG/SHORT FINANCIAL QP FUND LTD.Hedge Fund · Last reported Aug 1, 2022$0Gross asset value
Feeder funds
- MENDON GLOBAL LONG/SHORT FINANCIAL QP FUND LP
- MENDON GLOBAL LONG/SHORT FINANCIAL QP OFFSHORE FUND LTD.
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
RSM US LLP
PCAOB 49
GOLDMAN SACHS & CO. LLC
SEC 8-129
JEFFERIES LLC
CRD 2347 · SEC 8-15074
JEFFERIES LLC
CRD 2347 · SEC 8-15074
Fund details & source
- Fund ID
- 805-5818190930
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
- Form D file number
- 021-305468
- Form D file number
- 021-308544
Form ADV 1667123 · Aug 1, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
ONE NORTH WACKER DRIVE, SUITE 3500CHICAGO, IL, 60606, United States
CRD 134249
Filing source
Form ADV 2117984 · Jul 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.