Curtis Point Capital
Firm details
- Headquarters
- Weston, Massachusetts
- CRD number
- 307399
- Registered since
- August 24, 2020
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 8
Eamon Cullinan
Managing DirectorCRD 5180213

Stephen Bachmann
Registered RepresentativeCRD 2634507

Andrew Van Ogtrop
Managing MemberCRD 2921520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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