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Private Wealth Daily
ria

Curi Capital

CHICAGO, IL
Hiring · 7 open roles →
CRD: 134249
In network coverage since August 25, 2026 · 7 stories
$11.6BRegulatory AUMSEC Form ADV · Oct 24
180EmployeesForm ADV
3Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Aug 29 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Seth Michael Davis
Sep 20 · to EP Wealth Advisors
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
Features

RIA sale prices turn on retention; the structure carries the multiple

Elevation Point typically takes a 20% minimum stake, while Concurrent bought $5.4 billion Spire as an asset purchase.
The Tape · Sep 9The wirehouse liftout turns inward
The Advisor's 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
Succession & selling a firm · Aug 25Vistria's Curi deal keeps employees on the cap table
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