DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CURAFIN ADVISORS, LLC, CRD 329091
PHOENIX, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SHAWN JEROME WEST | n/a | Phoenix, AZ | 2 | 21 | 3 | no |
| Ty Daniel Wheeler | n/a | Phoenix, AZ | 2 | 11 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MTWEST, LLC | Owner | E | yes | 10/2023 | Jan 22, 2024 | Jun 10, 2024 |
| WEST, SHAWN, JEROME | OWNER, MEMBER AND MANAGER | E | yes | 11/2023 | Jan 22, 2024 | Jun 10, 2024 |
| WEST, SHAWN, JEROME | MEMBER, FOUNDER, ERISA DIRECTOR | Na | yes | 11/2023 | Jan 22, 2024 | Jun 10, 2024 |
| WARNING, ANDREW, S | CHIEF COMPLIANCE OFFICER | Na | no | 06/2024 | Jun 10, 2024 | Jun 10, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 4, 2026 | $748M | $748M | 6 | 2 | 0 | n/a | n/a |
| 2024 | Mar 19, 2025 | $448M | $448M | 6 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $748M | $448M | 66.9% | n/a | n/a | 6 | 6 | 0 | 0 |