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Kurtin Financial Advisers
KURTIN FINANCIAL ADVISERS, LLC is an SEC-registered investment adviser since 2022. The firm manages approximately $128 million in regulatory assets.
Kurtin Financial Advisers
KURTIN FINANCIAL ADVISERS, LLC is an SEC-registered investment adviser since 2022. The firm manages approximately $128 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Jerome Kurtin
President
Sector focus
Frequently asked questions
Who runs investment decisions at Kurtin Financial Advisers?
Jerome Kurtin, President, is the named principal responsible for investment decisions at the firm. He oversees portfolio management and client relationships directly (per SEC ADV filing, public record). The firm does not list additional investment staff publicly.
Does Kurtin Financial Advisers make direct investments or only manage portfolios?
The firm is a registered investment adviser primarily offering discretionary portfolio management. It allocates client capital across public markets and alternatives but does not publicly disclose a direct investment or co-investment program. Its structure is that of a traditional RIA serving individuals (per SEC registration).
Does the firm participate in fund commitments or only direct deals?
Kurtin Financial Advisers does not publicly disclose any fund commitment or direct deal activity. Its investment activity is centered on portfolio management for individual clients, not institutional fund subscriptions (per public filings).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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