DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••••••• C•••••• M••••••••• L••
Latest filing May 4, 2026
First filing on the tape Jun 19, 2024 · 5 filings
SEC status approved since Jul 17, 2024
RAUM
$744M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$744M as of May 4, 2026
Apr 30, 2025$197M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 4, 2026
Apr 30, 20250 then
Employees (5.A)7 as of May 4, 2026
Apr 30, 20254 then
Private funds4 as of May 4, 2026
Apr 30, 20252 then
RAUM +278% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 4, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $186MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +278%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $744M, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$744M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $744M for 4 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•••• C•••••• D•• S••• L• | Private Equity Fund | $151M | 10 | Feb 2, 2022 |
| C••••••• C•••••• T•••• S••• L• | Private Equity Fund | $22.3M | 11 | Mar 21, 2024 |
Owners and control persons
Schedule A and B, latest filing
- D•• B••••• M••••••• A•••••• · Member And Managing Member And Chief Compliance Officercontrolsince 11/2021 · owns 50% to 75%
- R•••• C••••• J••••• · Member And Managing Membercontrolsince 11/2021 · owns 25% to 50%
Related persons
Schedule D 7.A
- C••••••• C•••••• T•••• G•• L••pooled vehicle sponsorn
- O•••• C•••••• D•• S•• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 30, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 4.0 (+100.0%) between the annual amendments of 2025-04-30 and 2026-03-30; the peer median change was 0.0% (490 comparable advisers, 98.0th percentile of changes)peers: asset managers, $500M to $1B (490) · 98% percentile
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $196,794,300 to $744,310,775 (+278.0%) between the annual amendments of 2025-04-30 and 2026-03-30; the peer median change was +8.0% (673 comparable advisers, 99.0th percentile of changes)peers: asset managers, $500M to $1B (673) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 2 to 4Aug 29, 2025 to Mar 30, 2026
- Advisory employees · 4 to 7Aug 29, 2025 to Mar 30, 2026
- Pooled vehicle clients · 2 to 4Aug 29, 2025 to Mar 30, 2026
- Assets in custody · $197M to $744MAug 29, 2025 to Mar 30, 2026
- Employees · 5 to 7Aug 29, 2025 to Mar 30, 2026
- Private funds · 2 to 4Aug 29, 2025 to Mar 30, 2026
- Discretionary RAUM · $197M to $744MAug 29, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $197M to $744MAug 29, 2025 to Mar 30, 2026
- RAUM · $197M to $744MAug 29, 2025 to Mar 30, 2026
- Employees · 4 to 5Apr 30, 2025 to Aug 29, 2025
- Assets in custody · $173M to $197MJun 19, 2024 to Apr 30, 2025
- Financial planning clients · unset to Jun 19, 2024 to Apr 30, 2025
- Other offices · 1 to 0Jun 19, 2024 to Apr 30, 2025
- Private funds · 4 to 2Jun 19, 2024 to Apr 30, 2025
- Discretionary RAUM · $173M to $197MJun 19, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $173M to $197MJun 19, 2024 to Apr 30, 2025
- RAUM · $173M to $197MJun 19, 2024 to Apr 30, 2025
Signals
2 dated events
- C••••••• C•••••• M••••••••• L•• reported RAUM $744.3M, up 278% from $196.8M (2025-08-29 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- C••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 19, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- C••••••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
- C••••••• C•••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/curewellcapitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- curewellcapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 310-361-1510reportedpublic record, Form ADV, May 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026