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CURASSET CAPITAL MANAGEMENT, LLC

NEWARK, NJ · CRD 316522 · IAPD ↗ · curasset.com · 8623350333

$643.2MRegulatory AUM
6Advisory reps
6Employees
2Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
March 2025 — CURASSET CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($473.0M -> $601.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.