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ria

Curi Capital

CHICAGO, IL
CRD: 134249
In network coverage since August 25, 2026 · 6 stories
$11.6BRegulatory AUMSEC Form ADV · Oct 17
180EmployeesForm ADV
3Deals on our tracker
Regulatory AUM · Aug 29 – Oct 17
Deal recordFull tracker →
Aug 24, 26Deal announcedThe Vistria Group — coverage
Aug 24, 26Deal announcedThe Vistria Group · $14B — coverage
Aug 24, 26Deal announcedVistria Group · $14 — coverage
Network coverage
the_tape

The wirehouse liftout turns inward

Merrill and UBS pulled $2.2 billion from Morgan Stanley and Wells Fargo in a week. Wirehouse private wealth units now recruit from one another.
advisor_note · Aug 27The 11.6x median masks a two-tier market
The Close · Aug 26RIA M&A is now a financing event
M&A · Aug 26Curi's Vistria deal: a bet on process, not pipeline
M&A · Aug 25Vistria's Curi stake buys a deal machine
exit · Aug 25Vistria's Curi deal keeps employees on the cap table
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