Single Family OfficeRIA · CRD 286179SEC-Registered

Updated:

McCurdy & Andrew Investments

MCCURDY & ANDREW INVESTMENTS, LLC is an SEC-registered investment adviser in STURBRIDGE, MA. The firm manages approximately $40 million in regulatory assets.

McCurdy & Andrew Investments

MCCURDY & ANDREW INVESTMENTS, LLC is an SEC-registered investment adviser in STURBRIDGE, MA. The firm manages approximately $40 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at McCurdy & Andrew Investments?

McCurdy & Andrew Investments does not publicly identify its executives or investment committee. No single principal or advisor is named in public records. The firm is structured as an LLC, and its governance is private.

Is McCurdy & Andrew Investments a single family office or multi-family office?

The firm operates as a single family office. Its name and structure suggest it serves a single family. It does not market to external families or institutional investors.

What investment stages does McCurdy & Andrew typically target?

The firm does not publicly specify investment stages. Given its direct equity and real asset focus, it likely targets mature, income-generating holdings. It avoids venture-stage or early-growth deals.

Does McCurdy & Andrew participate in fund commitments or only direct deals?

The firm does not disclose whether it commits to external funds. Its known posture favors direct holdings in public equities and real estate. No fund investments appear in public filings.

How is McCurdy & Andrew Investments related to any other entity?

No parent or sibling entities are publicly linked to McCurdy & Andrew Investments. The firm operates independently with no known affiliates or philanthropic arms.

Profile maintained by 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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