Kurv Investment Management LLC
● SEC registered since 2023CRD 323149SEC# 801-126717San Francisco, CA
Reg. AUM
$279.2M
Employees
10
Accounts
10
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 $279.2 million in regulatory assets under management and employs 10 people.
Kurv Investment Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2022 |
| Howard Fonghao Chan Control | Ceo | Under 5% | 2022 |
| Kurv Investment, Inc. Control | Sole Shareholder | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Kurv Investment Management LLC manage?
Kurv Investment Management LLC reports $279.2 million in regulatory assets under management on its Form ADV.
How many employees does Kurv Investment Management LLC have?
Kurv Investment Management LLC reports 10 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
| Address | 1 Letterman Drive, Building C, Suite 3-500, San Francisco, CA 94129 |
| Phone | 888-393-5878 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$279.2M▲ 622%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$279.2Mregulatory AUM
Discretionary $279.2M