Curi Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2026, reports $11.6B in regulatory assets under management, 180 employees, 10 offices, and 16,939 accounts.
Assets Under Management
$11.6B
Employees
180
Offices
10 offices
Total Clients
2,960
Primary office
CHICAGO, IL
ONE NORTH WACKER DRIVE, SUITE 3500, CHICAGO, IL, United States
Top client segmentHNWI represent 52.3% of total clients.
Top client categories% of clientsClients
1
HNWI
52.3%
1,547
2
Individuals
44.5%
1,318
3
Charitable
1.3%
38
4
Pooled Investment Vehicles
0.6%
19
5
Corporations
0.6%
18
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.6Bas of March 31, 2026
Discretionary80.3%
$9.3B
80% of total RAUM80.3%
Non-discretionary19.7%
$2.3B
20% of total RAUM19.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$11.6B
Total Accounts16,939
10Y AUM Change+$6.4B (+121.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees180
Clients per Employee16:1
10Y Employee Change+56 (+45.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.