SAN FRANCISCO, CACRD 323149Latest ADV April 14, 2026
Kurv Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 14, 2026, reports $279M in regulatory assets under management, 10 employees, 3 offices, and 10 accounts.
Assets Under Management
$279M
Employees
10
Offices
3 offices
Total Clients
10
Primary office
SAN FRANCISCO, CA
1 LETTERMAN DRIVE, BUILDING C, SUITE 3-500, SAN FRANCISCO, CA, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$279Mas of April 14, 2026
Discretionary100.0%
$279M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$279M
Total Accounts10
10Y AUM Change+$279M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee1:1
10Y Employee Change+6 (+150.0%)
* 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.