THE COURY FIRM

Overview

The Coury Firm is an independent registered investment adviser that functions as a capital allocator for both individual & family clients and institutional investors. The firm combines fee models that include percentage-of-AUM, fixed fees and performance-based arrangements, and provides financial planning alongside portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients. It also offers selection-of-other-advisers services, signaling a manager-of-managers approach when building multi-manager portfolios. The firm operates with active registration as a CPO/CTA and lists industry roles that include acting as a sponsor, general partner or managing member of pooled investment vehicles. Strategic emphasis appears to be on diversified public exposures supplemented by external alternative managers; the adviser directs capital into private equity, venture capital, hedge funds, real estate and private credit alongside mutual funds and ETFs. ESG is not flagged as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices