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Kurtin Financial Advisers
Kurtin Financial Advisers is a New York RIA led by Jerome Kurtin, providing portfolio management and financial planning for high-net-worth individuals.
Kurtin Financial Advisers
Kurtin Financial Advisers was founded in New York by Jerome Kurtin, who serves as President. The firm operates as a registered investment adviser under the SEC, providing personalized asset management and wealth planning for individuals. Its wealth origin is not publicly attributed to any single fortune. The firm's strategy centers on discretionary portfolio management, drawing from a mix of public equities, fixed-income securities, and alternative investments. Kurtin Financial Advisers does not publicly disclose specific portfolio holdings or co-investment partners. Its geographic focus is domestic, with a presence in the New York metropolitan area. No named portfolio companies or deals are on the public record. Team size and total assets under management are not publicly disclosed. The firm maintains a single office in New York City. No philanthropic vehicles or operating companies are associated in public filings. A recent operational event is unavailable due to limited public disclosures. Kurtin Financial Advisers' structural differentiator is its independence: it is not tied to a bank, insurance company, or multi-family office platform. This allows it to act as a fiduciary without proprietary product conflicts, though its public profile provides little detail on governance or succession planning.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
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).
What types of clients does Kurtin Financial Advisers serve?
The firm serves high-net-worth individuals, focusing on portfolio management and financial planning. It does not publicly disclose whether it works with foundations, endowments, or family offices (per SEC ADV filings). Its client base appears to be individual-oriented based on its ADV classification.
What investment stages does the firm target?
Kurtin Financial Advisers does not disclose specific stage preferences. Given its RIA structure, it likely focuses on liquid, public-market assets for portfolio management. No venture capital or private equity stage targeting is publicly noted (per public records).
Is Kurtin Financial Advisers a single-family office?
No. The firm is structured as a registered investment adviser (RIA) serving multiple clients, not as a single-family office. Its ADV filing indicates a typical wealth management practice for individuals (per SEC ADV).
Where does the underlying wealth come from that Kurtin Financial Advisers manages?
The source of wealth for clients is not publicly documented. The firm does not attribute its AUM to any specific fortune or industry (per SEC ADV and public records).
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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