Investment adviser · CRD 289145

THE COURY FIRM

Investment adviser filing (IA)

COURY FIRM ASSET MANAGEMENT LLC

PITTSBURGH, PA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$1.32B
Form ADV · Item 5.F
Client accounts
1,031
Accounts, not individual clients
Employees
23
Reported in this filing
Advisory professionals
12
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 individuals117$690,166,98352.1%
Corporations & businesses20$236,114,68117.8%
Retirement plans17$174,386,86413.2%
Pooled investment vehicles2$167,426,78112.6%
Individuals89$36,416,8352.7%
Charities7$20,293,9911.5%
Filing source

Form ADV 2084318 · Mar 31, 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

2 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.

P.I. GATEWAY SPC LTD.Hedge Fund · Last reported Mar 31, 2026$167MGross asset value

Feeder funds

Fund administrator NAV FUND SERVICES CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BAKER TILLY US LLP NEW YORK CITY, New York, United States
Custodian BMO HARRIS BANK N.A CHICAGO, Illinois, United States Related to adviser: No
Custodian GOLDMAN SACHS CUSTODY SOLUTIONS CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BAKER TILLY US LLP
PCAOB 23

BMO HARRIS BANK N.A
LEI 3Y4U8VZURTYWI1W2K376

GOLDMAN SACHS CUSTODY SOLUTIONS
LEI FOR8UP27PHTHYVLBNG3

Fund details & source
Fund ID
805-6430050859
Reported beneficial owners
73
Minimum commitment
$500K
Form D file number
021-359671

Form ADV 2084318 · Mar 31, 2026 · 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.

COURY TACTICAL TREND LPHedge Fund · Last reported Nov 15, 2018$11MGross asset value
Fund administrator SS&C WINDSOR, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No
Prime broker WELLS FARGO SECURITIES, LLC NEW YORK, New York, United States
Provider details
Annual audit
No
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WELLS FARGO SECURITIES, LLC
SEC 8-65876

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Fund details & source
Fund ID
805-1326965938
Reported beneficial owners
10
Minimum commitment
$500K

Form ADV 1242587 · Nov 15, 2018 · 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: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

260 FORBES AVENUE, SUITE 1600
PITTSBURGH, PA, 15222, United States

CRD 289145

Filing source

Form ADV 2084318 · Mar 31, 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.