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, with its registration recorded in 2020. Public filings and the FINTRX snapshot present the firm as a small, unclassified advisory entity with ownership tied to a mix of a domestic entity and an individual. Available data is sparse on investment strategy, client segments, fee arrangements or specific advisory activities. The firm is not described as a capital allocator and is not flagged as an active ESG investor. FINTRX also indicates Curtis Point Capital does not operate as a multistate adviser and is not identified as newly formed for regulatory purposes.
Assets & Accounts
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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