Culvert Capital LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Downers Grove, Illinois
CRD number
313898
Registered since
April 28, 2022

Firm profile

FINTRX

Overview

Culvert Capital LLC is organized as a limited liability company and is registered with the SEC as an investment adviser with registration dated 2022. Ownership is reported as a mix of a domestic entity and an individual. The firm is listed as "unclassified" in the source data, and several standard disclosure fields (client types, fee structure, core business and advisory activities) are not provided. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is reported as a single‑state adviser rather than a multi‑state firm, and it is not described as a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Barry

    Michael Barry

    CEOCRD 1971845

Contacts

3 of 5
  • Ernest Brooks

    DirectorCRD 4742620

  • Michael Dalesandro

    Michael Dalesandro

    PrincipalCRD 2359354

  • John Carroll

    FinOpCRD 5823357

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Downers Grove, IL

Du Page

Location

Downers Grove, IL

Headquartered in Downers Grove, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
4901 Forest Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth