Edina, MN Office

Curi Capital is an SEC‑registered investment adviser with roughly $11.6 billion in regulatory assets under management that serves individuals (including high‑net‑worth clients), employer retirement plans, institutions, mutual funds, private funds and family offices. Its service menu includes Wealth Management, Investment Management, Retirement Plan Solutions, Wealth Builder, Family Office Services, model portfolios, separately managed accounts and a subscription education product called Curi Capital MD for medical professionals.

The firm describes a long‑term, fundamental investment approach—a bottom‑up process for equities and a relative‑value focus for fixed income—implemented through a mix of proprietary strategies, third‑party managers, mutual funds and private funds. Curi Capital also serves as general partner/manager to private funds that seek absolute, low‑correlation returns and may charge performance‑based compensation, and it documents a fiduciary selection process (including a proprietary risk tool) for retirement plan and manager evaluation.

Several operational features set Curi Capital apart from many large peers: the brochure discloses that certain personnel are registered representatives of a non‑affiliated broker‑dealer and may receive transaction‑based compensation in connection with Curi‑sponsored mutual funds, and the firm’s platform explicitly includes commodity exposure through third‑party managers and private fund strategies. The adviser’s ownership ties to Medical Mutual, its targeted Curi Capital MD offering for physicians, and a recent corporate name change are additional governance and client‑market details prospective clients may want to consider.