Investment adviser · CRD 134249

CURI CAPITAL, LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Jul 7, 2026

Regulatory AUM
$11.6B
Form ADV · Item 5.F
Client accounts
16,939
Accounts, not individual clients
Employees
180
Reported in this filing
Advisory professionals
106
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals1,547$7,862,839,09567.9%
Investment companies8$1,155,276,22610.0%
Insurance companies7$889,200,9667.7%
Pooled investment vehicles19$576,653,4335.0%
Individuals1,318$495,619,6904.3%
Corporations & businesses18$340,269,6712.9%
Charities38$200,213,6551.7%
Retirement plans5$62,529,7130.5%
Filing source

Form ADV 2117984 · Jul 7, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

37 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

IRON ROAD DIVERSIFIED FUND LPHedge Fund · Last reported Mar 26, 2021$27.5MGross asset value
Fund administrator NAV CONSULTING INC. OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian BNP PARIBAS PRIME BROKERAGE, INC. NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States Related to adviser: No
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Prime broker BNP PARIBAS PRIME BROKERAGE, INC. NEW YORK, New York, United States
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States
Prime broker INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Prime broker NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

BNP PARIBAS PRIME BROKERAGE, INC.
SEC 8-40490

GOLDMAN SACHS & CO. LLC
SEC 8-129

INTERACTIVE BROKERS LLC
SEC 8-47257

JEFFERIES LLC
SEC 8-15074

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

BNP PARIBAS PRIME BROKERAGE, INC.
CRD 24962 · SEC 8-40490

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

JEFFERIES LLC
CRD 2347 · SEC 8-15074

NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740

Fund details & source
Fund ID
805-2687244621
Reported beneficial owners
23
Minimum commitment
$250K
Form D file number
021-242178

Form ADV 1508078 · Mar 26, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RAIL-SPLITTER DYNAMIC GROWTH FUND, LPHedge Fund · Last reported Mar 26, 2021$24.7MGross asset value
Fund administrator NAV CONSULTING INC. OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP CHICAGO, Illinois, United States
Custodian GOLDMAN, SACHS & CO. NEW YORK, New York, United States Related to adviser: No
Prime broker GOLDMAN, SACHS & CO. NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

GOLDMAN, SACHS & CO.
SEC 8-361

GOLDMAN, SACHS & CO.
SEC 8-361

Fund details & source
Fund ID
805-6654518775
Reported beneficial owners
11
Minimum commitment
$1M
Form D file number
021-140324

Form ADV 1508078 · Mar 26, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

1837 PARTNERS LTD.Hedge Fund · Last reported Aug 8, 2017$23.8MGross asset value

Form D fundraising filings

1837 Partners Ltd.

Fund administrator NAV CONSULTING, INC. OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian BNP PARIBAS PRIME BROKERAGE, INC. CHICAGO, Illinois, United States Related to adviser: No
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Prime broker BNP PARIBAS PRIME BROKERAGE, INC. CHICAGO, Illinois, United States
Prime broker NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BNP PARIBAS PRIME BROKERAGE, INC.
SEC 8-40490

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

BNP PARIBAS PRIME BROKERAGE, INC.
CRD 24962 · SEC 8-40490

NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740

Fund details & source
Fund ID
805-4376337379
Reported beneficial owners
32
Minimum commitment
$250K
Form D file number
021-175512

Form ADV 1131073 · Aug 8, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RMB EQUITY OPPORTUNITIES QP LLC-SERIES 1Hedge Fund · Last reported May 28, 2019$7.22MGross asset value

Form D fundraising filings

RMB Equity Opportunities QP LLC Series 1

Fund administrator NAV CONSULTING INC. OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP CHICAGO, Illinois, United States
Custodian DEUTSCHE BANK TRUST COMPANY AMERICAS NEW YORK, New York, United States Related to adviser: No
Prime broker DEUTSCHE BANK TRUST COMPANY AMERICAS NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-2608520921
Reported beneficial owners
24
Minimum commitment
$250K
Form D file number
021-266731

Form ADV 1325352 · May 28, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RMB JAPAN OPPORTUNITIES FUND L.P.Hedge Fund · Last reported Jul 3, 2025$2.25MGross asset value

Form D fundraising filings

RMB Japan Opportunities Fund, LP

Fund administrator NAV CONSULTING INC. OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE CHICAGO, Illinois, United States
Custodian MORGAN STANLEY & CO. LLC BALTIMORE, Maryland, United States Related to adviser: No
Prime broker MORGAN STANLEY & CO. LLC BALTIMORE, Maryland, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE
PCAOB 34

MORGAN STANLEY & CO. LLC
SEC 8-15869

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-2353743015
Reported beneficial owners
5
Minimum commitment
$250K
Form D file number
021-140342

Form ADV 2001704 · Jul 3, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LOGAN STONE CLOSED-END FUND OPPORTUNITIES LPHedge Fund · Last reported Mar 26, 2021$420KGross asset value
Fund administrator NAV CONSULTING OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian BNP PARIBAS PRIME BROKERAGE, INC. CHICAGO, Illinois, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States Related to adviser: No
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Prime broker BNP PARIBAS PRIME BROKERAGE, INC. CHICAGO, Illinois, United States
Prime broker INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States
Prime broker NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

BNP PARIBAS PRIME BROKERAGE, INC.
SEC 8-40490

INTERACTIVE BROKERS LLC
SEC 8-47257

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

BNP PARIBAS PRIME BROKERAGE, INC.
CRD 24962 · SEC 8-40490

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740

Fund details & source
Fund ID
805-4492434434
Reported beneficial owners
1
Minimum commitment
$250K
Form D file number
021-305481

Form ADV 1508078 · Mar 26, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IRON ROAD LONG/SHORT EQUITY FUND LPHedge Fund · Last reported Aug 1, 2022$0Gross asset value

Form D fundraising filings

Iron Road Long/Short Equity Fund LP

Fund administrator NAV CONSULTING INC. OAK BROOK, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian BNP PARIBAS PRIME BROKERAGE, INC. NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States Related to adviser: No
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States Related to adviser: No
Prime broker BNP PARIBAS PRIME BROKERAGE, INC. NEW YORK, New York, United States
Prime broker GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States
Prime broker INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Prime broker NATIONAL FINANCIAL SERVICES LLC BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

BNP PARIBAS PRIME BROKERAGE, INC.
SEC 8-40490

GOLDMAN SACHS & CO. LLC
SEC 8-129

INTERACTIVE BROKERS LLC
SEC 8-47257

JEFFERIES LLC
SEC 8-15074

NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740

BNP PARIBAS PRIME BROKERAGE, INC.
CRD 24962 · SEC 8-40490

GOLDMAN SACHS & CO. LLC
CRD 361 · SEC 8-129

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

JEFFERIES LLC
CRD 2347 · SEC 8-15074

NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740

Fund details & source
Fund ID
805-4991624225
Reported beneficial owners
32
Minimum commitment
$250K
Form D file number
021-300356

Form ADV 1667123 · Aug 1, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 7, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

ONE NORTH WACKER DRIVE, SUITE 3500
CHICAGO, IL, 60606, United States

CRD 134249

Filing source

Form ADV 2117984 · Jul 7, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.