Curi RMB Capital

Institutional Investor Illinois, United States ·Founded 2005

Overview

Curi RMB Capital is a Chicago-based investment advisory firm offering comprehensive financial solutions to high-net-worth individuals, families, and institutions. The firm provides a range of services, including wealth management, asset management, and specialized investment advisory services. Their investment approach focuses on delivering customized strategies that align with clients' financial goals and risk tolerance. The firm's investment strategy encompasses various asset classes, such as fixed income, hedge funds, private equity, real estate, and venture capital. They cater to multiple investment stages, including growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. This diversified approach allows them to address a wide array of client needs and market conditions. Curi RMB Capital's portfolio spans numerous industries, including technology, healthcare, real estate, financial services, consumer goods, energy, utilities, telecommunications, media, transportation, materials, industrials, consumer services, basic materials, and consumer non-durables. This extensive industry exposure enables the firm to leverage opportunities across different sectors, enhancing the potential for client portfolio growth and stability.

Investment Focus

  • High-net-worth individuals
  • Families
  • Institutions

Portfolio Companies

AppleMicrosoftAmazonFacebookJohnson & JohnsonExxonMobilVisaPfizerGoogleTeslaBerkshire HathawayWalmartMastercardChevronCoca-ColaPepsiCoIBMMcDonald'sGeneral ElectricNike

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Frequently asked questions about Curi RMB Capital

What sectors does Curi RMB Capital invest in?

Curi RMB Capital invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Illinois, United States. Curi RMB Capital is listed as a institutional investor in the ConnectSafely investor database.

What stage does Curi RMB Capital invest at?

Curi RMB Capital backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.

Which regions does Curi RMB Capital invest in?

Curi RMB Capital invests across United States.

What companies has Curi RMB Capital invested in?

Curi RMB Capital's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Visa and Pfizer.

Last updated · Source: ConnectSafely investor database