Updated:
The Curtis Company
The Curtis Company is a ria based in Rochester, founded 1928; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
The Curtis Company
THE CURTIS COMPANY is a state-registered investment adviser. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1928
Location
Region
North America
Country
United States
City
Rochester
Corporate office
Rochester, NY, United States
Principals
Bruce B. Bates
President
Sector focus
Frequently asked questions
Who runs investment decisions at The Curtis Company?
Bruce B. Bates serves as President, responsible for day-to-day investment decisions and overall management. The governance structure and any investment committee are not publicly detailed, but Bates is the named operator in public records.
What investment stages does The Curtis Company target?
The firm focuses on long-duration, direct investments and co-investments across private equity, real estate, and infrastructure. It is not a venture capital investor and does not manage externally raised funds.
How does The Curtis Company source proprietary deal flow?
The firm sources investments through longstanding relationships with institutional co-investors and direct outreach to operating companies in its preferred geographies. Specific sourcing mechanics are not publicly detailed beyond this general posture.
What is The Curtis Company's known posture on co-investments alongside external GPs?
The firm is known to participate in co-investments with institutional general partners, particularly in real estate and infrastructure deals in the Northeast. It is a passive co-investor rather than a lead sponsor.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: