Data / Investment advisers / Illinois / Curi Capital, LLC
Curi Capital, LLC, Chicago, IL: $11.6 billion AUM, SEC registered investment adviser
Curi Capital, LLC is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $11.6 billion in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include high net worth individuals, investment companies and insurance companies. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 17 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 134249
- SEC file number
- 801-63939
- SEC status
- Approved, effective February 15, 2005
- Main office
- One North Wacker Drive Suite 3500, Chicago, IL 60606
- Phone
- (312) 993-5800
- Regulatory AUM
- $11,582,602,449 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $9,298,255,564
- Non discretionary AUM
- $2,284,346,885
- Accounts
- 16,939
- Employees
- 180, of which 106 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 17: 9 private equity funds, 5 real estate funds, 2 hedge funds, 1 other private fund
- Gross assets of private funds
- $459,170,592
- Other offices
- 10
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 30, 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 |
|---|---|---|
| High net worth individuals | 1,547 | $7.86 billion |
| Investment companies | 8 | $1.16 billion |
| Insurance companies | 7 | $889.2 million |
| Pooled investment vehicles | 19 | $576.7 million |
| Individuals (other than high net worth individuals) | 1,318 | $495.6 million |
| Corporations or other businesses | 18 | $340.3 million |
| Charitable organizations | 38 | $200.2 million |
| Pension and profit sharing plans | 5 | $62.5 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 | $11.58 billion | March 31, 2026 |
| December 1, 2025 | $9.83 billion | July 3, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ariel Investments, LLC | Chicago | $12.78 billion | 3 | adviserinfo.sec.gov |
| Duff & Phelps Investment Management Co. | Chicago | $12.75 billion | Not listed | adviserinfo.sec.gov |
| First Trust Capital Management L.P. | Chicago | $12.66 billion | 15 | adviserinfo.sec.gov |
| Christian Brothers Investment Services, Inc. | Chicago | $11.94 billion | Not listed | adviserinfo.sec.gov |
| Evergreen Investment Advisors | Chicago | $11.60 billion | 3 | adviserinfo.sec.gov |
| Lasalle Investment Management | Chicago | $11.46 billion | 15 | adviserinfo.sec.gov |
| PT Asset Management, LLC | Chicago | $11.35 billion | Not listed | adviserinfo.sec.gov |
| Readystate Asset Management | Chicago | $10.26 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving investment companies
- Advisers that manage private funds
- Curi Capital, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.