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KUVARE ASSET MANAGEMENT

ROSEMONT, IL · CRD 317806 · IAPD ↗ · kuvareassetmanagement.com · 312-682-6389

$27.58BRegulatory AUM
41Advisory reps
71Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
July 2024 — KUVARE ASSET MANAGEMENT (ROSEMONT, IL) left the SEC roster (was $27.58B RAUM, 41 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
15
April 2024 — KUVARE ASSET MANAGEMENT changed its website from kuvare.com to kuvareassetmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
65
April 2024 — KUVARE ASSET MANAGEMENT grew from 31 to 41 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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