CURI WEALTH MANAGEMENT, LLC
Legal name: CURI CAPITAL
CRD #281133 SEC #801-118864 RALEIGH, NC 984-202-2800
SEC Registered Private Funds
Total AUM
$1.4B
Discretionary
$1.4B
Employees
23
Clients
26
Accounts
1,746
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 1, 2023
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CONNOR, GEREMY, EDWIN | I | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER | NA | Control |
| CONNOR, GEREMY, EDWIN | I | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER | NA | Control |
| CONNOR, GEREMY, EDWIN | I | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER | NA | Control |
| CONNOR, GEREMY, EDWIN | I | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER | NA | Control |
| CONNOR, GEREMY, EDWIN | I | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER | NA | Control |
| CONNOR, GEREMY, EDWIN | I | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER | NA | Control |
| CONNOR, GEREMY, EDWIN | I | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER | NA | Control |
| DALTON, BETH, POWELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALTON, BETH, POWELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALTON, BETH, POWELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALTON, BETH, POWELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALTON, BETH, POWELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALTON, BETH, POWELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALTON, BETH, POWELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALTON, BETH, POWELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALTON, BETH, POWELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALTON, BETH, POWELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DALTON, BETH, POWELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DIAMOND, DANIEL, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DIAMOND, DANIEL, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KEATING, KATHLEEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| KEATING, KATHLEEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| KEATING, KATHLEEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| KEATING, KATHLEEN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| MONGIA, MATTHEW, HIMAT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | MANAGING DIRECTOR | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MONGIA, MATTHEW, HIMAT | I | MANAGING DIRECTOR | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER | NA | |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| PACCIONE, MARK, NICHOLAS | I | CHIEF OPERATING OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| ROBERTS, LEE, HARRISS | I | MANAGING DIRECTOR | NA | Control |
| ROBERTS, LEE, HARRISS | I | MANAGING DIRECTOR | NA | Control |
| ROBERTS, LEE, HARRISS | I | MANAGING DIRECTOR | NA | Control |
| ROBERTS, LEE, HARRISS | I | MANAGING DIRECTOR | NA | Control |
| ROBERTS, LEE, HARRISS | I | MANAGING DIRECTOR | NA | Control |
| ROBERTS, LEE, HARRISS | I | MANAGING DIRECTOR | NA | Control |
| ROBERTS, LEE, HARRISS | I | MANAGING DIRECTOR | NA | Control |
| ROBERTS, LEE, HARRISS | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LEE, HARRISS | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LEE, HARRISS | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, LEE, HARRISS | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| CURI CAPITAL, LLC | DE | MEMBER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
| ELIOPOULOS, DIMITRI, PETER | I | CEO | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| CURI HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | FE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | FE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | FE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | FE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MEDICAL MUTUAL HOLDINGS, INC. | DE | MMIC INVESTMENT HOLDINGS, INC. | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | E | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| SCHWARTZ, ERIC, STUART | I | 76 WEST HOLDINGS, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 216 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 216 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 216 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 2016 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 2016 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 2016 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 2016 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 2016 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 2016 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 2016 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 2016 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 2016 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 2016 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 2016 ACQUISITION, LLC | E | Control |
| WEALTH PARTNERS CAPITAL GROUP, LLC | DE | PROJECT 2016 ACQUISITION, LLC | E | Control |
| CURI INC. | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MAI CAPITAL MANAGEMENT, LLC | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| MMIC INVESTMENT HOLDINGS, INC. | DE | CURI CAPITAL, LLC | D | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| 76 WEST HOLDINGS, LLC | DE | WEALTH PARTNERS CAPITAL GROUP, LLC | C | Control |
| PROJECT 2016 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 2016 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 2016 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 2016 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 2016 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 2016 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 2016 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 2016 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 2016 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 2016 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 2016 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 2016 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 216 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 216 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 216 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C | |
| PROJECT 216 ACQUISITION, LLC | DE | MAI CAPITAL MANAGEMENT, LLC | C |
Registrations
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IA
Dec 1, 2023 REGISTERED
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