Asset ManagerRIA · CRD 323149SEC-Registered

Updated:

KURV Investment Management

Invest ahead. | Empower your portfolio by accessing investment options previously reserved for institutional investors and high-net-worth individuals.

KURV Investment Management

Invest ahead. | Empower your portfolio by accessing investment options previously reserved for institutional investors and high-net-worth individuals. By removing costly and complicated barriers to entry and streamlining management and reporting, everyday investors can now have more options.

General information

Firm type

Asset Manager

Frequently asked questions

Who founded KURV Investment Management and who runs investment decisions?

The firm has not publicly disclosed a named founder, CIO, or portfolio management team in widely circulated materials or regulatory filings. Public record lacks attribution of the quantitative models or options-overlay algorithms to specific individuals. This opacity is unusual among ETF issuers of comparable product scope and limits direct evaluation of the investment team's depth.

How does KURV source proprietary deal flow or investment edge?

KURV does not source traditional deal flow — the firm competes on systematic options-writing algorithms that harvest volatility risk premium through automated overlays. The intellectual property resides in the quantitative models governing strike selection, roll timing, and distribution frequency, none of which the firm has described in public detail. Edge derives from execution efficiency and product design rather than security selection or access to private market opportunities.

Does KURV participate in private market or direct deal investments?

No. All known KURV products are publicly listed ETFs referencing liquid equity indices and exchange-traded options. The firm has no disclosed private equity, venture capital, real estate, or direct lending strategies. Its entire documented footprint sits within registered fund structures aimed at the retail and independent advisor channels.

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