CUREWELL CAPITAL MANAGEMENT, LLC

Adviser information for CUREWELL CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 21st, 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 Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
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 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-123369
SEC ERA File Number 802-123369
SEC CIK Numbers None
SEC CRD Numbers 318142
Legal Entity Identifier None

Principal Office

11601 WILSHIRE BLVD
SUITE 420
LOS ANGELES
CA
United States
Monday - Friday, 8AM - 5PM
Tel: 310-361-1510, Fax: None

Chief Compliance Officer

None

Industry Affiliates

CUREWELL CAPITAL TEXAS GP, LLC Sponsor, GP, manager of pooled investment vehicles
OSUGI CAPITAL DMC SPV GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CUREWELL CAPITAL TEXAS SPV, LP Private Equity Fund $22.3M $0.0M 11
OSUGI CAPITAL DMC SPV, LP Private Equity Fund $140.9M $0.0M 10

Control Persons

Name Type Entity Title Since Ownership
DAL BELLO, MICHAEL, ANTHONY Individual MEMBER AND MANAGING MEMBER 11/2021 50-75%
RHEE, CERON, JOSEPH Individual MEMBER AND MANAGING MEMBER 11/2021 25-50%

No. Employees, Historic

00020222023202420250 on 2/2/20220 on 6/8/20220 on 8/25/20220 on 2/24/20230 on 5/3/20230 on 3/21/2024