Data / Investment advisers / California / Curewell Capital Management, LLC
Curewell Capital Management, LLC, Los Angeles, CA: $744 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Curewell Capital Management, LLC is an SEC registered investment adviser with its main office in Los Angeles, California and reports $744 million in regulatory assets under management in its Form ADV filed October 26, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 318142
- SEC file number
- 801-130716
- SEC status
- Approved, effective July 17, 2024
- Main office
- 11755 Wilshire Blvd. Suite 1700, Los Angeles, CA 90025
- Phone
- (310) 361-1510
- Website
- curewellcapital.com
- Regulatory AUM
- $744,310,775 in the Form ADV filed October 26, 2026
- Discretionary AUM
- $744,310,775
- Accounts
- 4
- Employees
- 7, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 private equity funds
- Gross assets of private funds
- $744,310,775
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 26, 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 |
|---|---|---|
| Pooled investment vehicles | 4 | $744.3 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 | $744.3 million | March 30, 2026 |
| December 1, 2025 | $196.8 million | August 29, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Arc Capital Partners | Los Angeles | $862.5 million | 11 | adviserinfo.sec.gov |
| Mason & Associates, Inc. | Los Angeles | $828.7 million | Not listed | adviserinfo.sec.gov |
| Legacy Partners, LLC | Los Angeles | $777.9 million | 10 | adviserinfo.sec.gov |
| Blue Zone Wealth Advisors, LLC | Los Angeles | $770 million | 4 | adviserinfo.sec.gov |
| Sfe Investment Counsel Inc. | Los Angeles | $748.4 million | 2 | adviserinfo.sec.gov |
| Alpha Edison Management Company, LLC | Los Angeles | $738.3 million | 34 | adviserinfo.sec.gov |
| The Cypress Funds LLC | Los Angeles | $723.2 million | 1 | adviserinfo.sec.gov |
| Medina Value Partners, LLC | Los Angeles | $717.2 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Curewell 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.