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Asset ManagerRIA · CRD 125545State-Registered Investment Adviser

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Curtin Financial Management

Curtin Financial Management, Inc. is a state-registered investment adviser. The firm manages $74 million in assets, $70 million on a discretionary basis.

Overview

Curtin Financial Management, Inc. is a state-registered investment adviser. The firm manages $74 million in assets, $70 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs investment decisions at Curtin Financial Management?

No chief investment officer, managing principal, or portfolio manager is publicly linked to Curtin Financial Management. The firm's public regulatory filings do not name the individuals responsible for investment decisions. This absence makes external evaluation of the investment team impossible without direct contact.

How does Curtin Financial Management source proprietary deal flow?

The sourcing model cannot be determined from public records. The firm does not maintain a website, publish thought leadership, or appear in trade publications discussing its origination channels. Its sourcing strategy, whether dependent on personal networks, intermediary relationships, or internal research, remains entirely opaque to outside observers.

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