RALEIGH, North Carolina, September 13, 2022 /PRNewswire/ — Curi Capital, the registered investment adviser and full-service financial advisory business unit within Curi, today announced that it has completed the acquisition of the investment advisory business of Park Ridge Asset Management. The acquisition marks the second such transaction for Curi Capital in less than a year, accelerating the company’s strategic growth plans and further bolstering its roster of qualified, client-focused talent.
Park Ridge Asset Management was founded in 2008 by partners David Arthur and Keith Karlawish to provide individuals and institutions with personalized planning and high quality investment solutions.
“We are on a mission to create a world-class financial advisory firm that helps our clients create real wealth, and adding the experience and expertise of the Park Ridge team is another important step. on this journey,” said Dimitri Eliopoulos, CEO of Curi Capital. . “Curi Capital is proud to move forward with our plans to bring our personalized and personalized approach to even more clients as we head into the final months of 2022. This acquisition is a great complement to the strong growth organic customer base that our team achieved in the first half of the year.”
The entire Park Ridge team has transitioned to be part of Curi Capital with this transaction, including Arthur and Karlawish, who will continue as senior directors in the wealth management advisory space. Katie Strother will join as Wealth Advisor.
“We have a history of working with members of the Curi Capital team and knew our two companies would be a great match from our very first conversations,” Arthur said. “Our team is excited to join and serve Curi Capital’s growing client base with the personalized planning and disciplined approach to investing we have provided our clients since day one.”
“The Park Ridge team will continue to enhance the exceptional talent and personalized client service that our team at Curi Capital is known for,” said Jason Sandner, CEO of Curi. “We are proud to welcome them to the expanded Curi team and look forward to the continued growth of our Curi Capital business.”
The acquisition of Park Ridge Asset Management’s investment advisory business closed on August 31, 2022 and brings Curi Capital’s assets under deliberation to over $1.5 billion. Curi Capital also announced the acquisition of KDI Capital Partnersinvestment advisory business earlier this year.
For more information about Curi Capital, visit curicapital.com.
About Curi Capital
Curi Wealth Management, LLC, dba Curi Capital (curicapital.com) is a registered investment adviser, headquartered in Raleigh, North Carolina, that provides full-service financial advisory solutions, including personalized wealth management, retirement plan solutions and investment advice high net worth individuals, very high net worth families, and businesses. Experienced and approachable, Curi Capital’s advisors actively listen and proactively create tailored solutions that help clients create real wealth, however defined. Curi Capital is registered with the United States Securities and Exchange Commission (SEC). The registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of Curi Capital’s current written disclosure filings with the SEC, which discuss, among other things, Curi Capital’s business practices, services and fees, are available on the SEC’s website at address : www.adviserinfo.sec.gov.
About Curi
Curi (curi.com) is a full-service consulting firm serving physicians and medical practices. Equal parts fierce physician advocates, smart business leaders, and thoughtful partners, Curi’s advisory, capital, and insurance offerings deliver valuable advice that’s grounded in client priorities and elevated by results. From data-driven advisory services to private wealth offerings, bespoke insurance solutions and beyond, Curi delivers proven and trusted performance, across medical, business and life. .
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SOURCECuri Capital