Data / Investment advisers / New Jersey / Curasset Capital Management, LLC
Curasset Capital Management, LLC, Newark, NJ: $643 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Curasset Capital Management, LLC is an SEC registered investment adviser with its main office in Newark, New Jersey and reports $643 million in regulatory assets under management in its Form ADV filed March 4, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 316522
- SEC file number
- 801-122383
- SEC status
- Approved, effective September 27, 2021
- Main office
- 50 Park Place Suite 1004, Newark, NJ 07102
- Phone
- (862) 335-0333
- Website
- curasset.com
- Regulatory AUM
- $643,187,976 in the Form ADV filed March 4, 2026
- Discretionary AUM
- $643,187,976
- Accounts
- 2
- Employees
- 6, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 4, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $643.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $643.2 million | March 4, 2026 |
| December 1, 2025 | $601.7 million | March 5, 2025 |
Other advisers in Newark
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pgim Custom Harvest LLC | Newark | $6.90 billion | Not listed | adviserinfo.sec.gov |
| Pgim DC Solutions | Newark | $6.90 billion | Not listed | adviserinfo.sec.gov |
| 1932 Investment Management | Newark | $4.60 billion | Not listed | adviserinfo.sec.gov |
| Harbourview Equity Partners, LLC | Newark | $3.88 billion | 5 | adviserinfo.sec.gov |
| Passaic Partners LLC | Newark | $2.24 billion | 2 | adviserinfo.sec.gov |
| Certum Group | Newark | $275.6 million | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newark, NJ
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Curasset Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.