Kurv Investment Management LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 323149
- Registered since
- February 10, 2023
- Website
- www.kurvinvest.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Kurv Investment Management LLC is an institutional registered investment adviser organized as an LLC that focuses on managing portfolios for investment companies on a percentage-of-AUM fee basis. The firm is SEC registered (initial registration 2023) and serves an institutional client base rather than retail households. Kurv is not identified as an active ESG investor in the available data and lists its primary advisory activity as portfolio management for investment companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
ETF holdings
1 of 19Active vs passive
$26.6M in ETFs
43%
$11.3M
47%
$15.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X SILVER MINERS ETF (SIL) | GlobalX | Passive | Equity Precious Metals | $3.5M | 40,506 | 13.11% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1 Letterman Dr
- Time zone
- PT (UTC-8)
- Office locations
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