Data / Investment advisers / California / Kurv Investment Management LLC
Kurv Investment Management LLC, San Francisco, CA: $279 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kurv Investment Management LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $279 million in regulatory assets under management in its Form ADV filed July 28, 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
- 323149
- SEC file number
- 801-126717
- SEC status
- Approved, effective February 10, 2023
- Main office
- 1 Letterman Drive Building C, Suite 3-500, San Francisco, CA 94129
- Phone
- (888) 393-5878
- Regulatory AUM
- $279,214,543 in the Form ADV filed July 28, 2026
- Discretionary AUM
- $279,214,543
- Accounts
- 10
- Employees
- 10, of which 2 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
- July 28, 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 | 10 | $279.2 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 | $279.2 million | March 18, 2026 |
| December 1, 2025 | $38.7 million | February 25, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Checkpoint Capital L.P. | San Francisco | $333.8 million | 1 | adviserinfo.sec.gov |
| Garrison Point Capital, LLC | San Francisco | $315.5 million | Not listed | adviserinfo.sec.gov |
| Vila, LLC | San Francisco | $286.5 million | 2 | adviserinfo.sec.gov |
| Benningfield Financial Advisors, LLC | San Francisco | $284.3 million | Not listed | adviserinfo.sec.gov |
| Fathom Point Capital LLC | San Francisco | $280 million | 2 | adviserinfo.sec.gov |
| Karl Kapital | San Francisco | $268.4 million | 3 | adviserinfo.sec.gov |
| BPM Wealth Advisors, LLC | San Francisco | $268.3 million | Not listed | adviserinfo.sec.gov |
| Toronado Partners LLC | San Francisco | $253.7 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Kurv Investment 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.