Curtis Point Capital

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Weston, Massachusetts
CRD number
307399
Registered since
August 24, 2020

Firm profile

FINTRX

Overview

Curtis Point Capital is organized as a limited liability company and is registered with the SEC as of 2020. Public records classify the firm as "unclassified," and ownership is reported as a combination of a domestic entity and an individual. The firm's profile indicates it is not identified as a capital allocator and is not designated as a multi-state adviser. Available data also flags it as not active on ESG considerations, not a pension consultant, not a related adviser, and not newly formed for regulatory purposes. Beyond these registry fields, there is minimal public detail about its investment approaches, client segments, fee arrangements, or specific advisory activities.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 8
  • Eamon Cullinan

    Eamon Cullinan

    Managing DirectorCRD 5180213

  • Stephen Bachmann

    Stephen Bachmann

    Registered RepresentativeCRD 2634507

  • Andrew Van Ogtrop

    Andrew Van Ogtrop

    Managing MemberCRD 2921520

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Weston, MA

Middlesex

Location

Weston, MA

Headquartered in Weston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
6 Driftwood Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth