# The Curtis Company

The Curtis Company is a RIA based in Rochester, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Rochester, United States
- **Region:** North America
- **Address:** Rochester, NY, United States
- **Founded:** 1928
- **Assets under management:** Undisclosed
- **Website:** curtiscompany.com

## Regulatory record

- **CRD number:** 313258
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313258

## About

THE CURTIS COMPANY is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Equity
- Equities
- Fixed Income
- Infrastructure

## People

- Bruce B. Bates — President

## 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.

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- [ATOMIC INVEST LLC](https://altss.com/profile/atomic-invest-llc)
- [Factotum Capital Advisors](https://altss.com/profile/factotum-capital-advisors-llc)

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Last updated: 2026-07-06T01:24:26.840Z

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