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 (registration year 2020). Public records classify the firm as unclassified and indicate ownership involves both a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not designated a multi-state adviser. It also does not list itself as a pension consultant or a related adviser. Details about the firm's client types, fee schedules, stated business or advisory activities were not provided in the available data.
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 8Douglas Dubiel
Registered RepresentativeCRD 2158031
Matthew Zolin
DirectorCRD 2563801

Stephen Bachmann
Registered RepresentativeCRD 2634507
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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