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KURV INVESTMENT MANAGEMENT LLC

SAN FRANCISCO, CA · CRD 323149 · IAPD ↗ · 888-393-5878

$279.2MRegulatory AUM
2Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

43
June 2026 — KURV INVESTMENT MANAGEMENT LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
35
May 2026 — KURV INVESTMENT MANAGEMENT LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — KURV INVESTMENT MANAGEMENT LLC reported RAUM up 622% ($38.7M -> $279.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2025 — KURV INVESTMENT MANAGEMENT LLC reported RAUM up 909% ($3.8M -> $38.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
May 2024 — KURV INVESTMENT MANAGEMENT LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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