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Kurv Investment Management LLC

● SEC registered since 2023CRD 323149SEC# 801-126717San Francisco, CA
Export (members)
Reg. AUM
$38.7M
Employees
3
Accounts
1
Location
San Francisco, CA

Kurv Investment Management LLC assets under management

Kurv Investment Management LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2023. It reports $38.7 million in regulatory assets under management and employs 3 people.

Kurv Investment Management LLC owners & executives

6 reported
NameTitleOwnershipSince
Gery Joseph Sadzewicz ControlChief Compliance OfficerUnder 5%2022
Howard Fonghao Chan ControlCeoUnder 5%2022
Kurv Investment, Inc. ControlSole ShareholderOver 75%2022
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Frequently asked questions

How much does Kurv Investment Management LLC manage?

Kurv Investment Management LLC reports $38.7 million in regulatory assets under management on its Form ADV.

How many employees does Kurv Investment Management LLC have?

Kurv Investment Management LLC reports 3 employees.

Where is Kurv Investment Management LLC located?

Kurv Investment Management LLC is based in San Francisco, CA and has been SEC-registered since 2023.

Does Kurv Investment Management LLC disclose fund performance?

Kurv Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 Letterman Drive, Building C, Suite 3-500, San Francisco, CA 94129
Phone888-393-5878
Office hours9:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$38.7M
Non-discretionary$0
Total (RAUM)$38.7M