CURCIO WEBB, LLC
CURCIO WEBB LLC Legal Name
Adviser information for CURCIO WEBB, LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 30 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 60 | $0 |
| Charitable organizations | 8 | $0 |
| State or municipal gov entities | 2 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | <5 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 70 |
| No. of Non-U.S. Clients | 5 |
Services
| Advisory Services | Pension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | Hourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-56468 |
|---|---|
| SEC ERA File Number | 801-56468 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109066 |
| Legal Entity Identifier | None |
Principal Office
3120 PRINCETON PIKESUITE 303
LAWRENCEVILLE
NJ
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: 609-737-4100, Fax: None
Chief Compliance Officer
BILL VAN OSS
CONSULTANT
610 16TH STREET
SUITE 205
OAKLAND
CA
United States
Tel:
415-743-5699
Fax:
510-788-2448
B******@*************M
(Full email address available in API data)
Regulatory Contact
UMA KOLLURI
PRINCIPAL
3120 PRINCETON PIKE
SUITE 303
LAWRENCEVILLE
NJ
United States
Tel:
6097374116
Fax:
510-788-2448
U*******@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CURCIO, JAMIE, LYNN | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2022 | 50-75% |
| Kolluri, Umadevi | Individual | – | PRINCIPAL | 01/2022 | 5-10% |
| Dennen, Brian, Patrick | Individual | – | PRINCIPAL | 09/2008 | 5-10% |
| SPENCER, GREG, ALLAN | Individual | – | PRINCIPAL | 01/2022 | 5-10% |
| VAN OSS, TERRENCE, WILLIAM | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | 5-10% |
| To, My-Lang | Individual | – | CHIEF FINANCIAL OFFICER | 01/2023 | 5-10% |
| Pieper, Brian, J | Individual | – | PRINCIPAL | 01/2023 | 5-10% |