Key Takeaways
- • Vistria Group completed a strategic investment in Curi Capital, a registered investment adviser managing over $14 billion in assets under advisement, alongside existing shareholders and employee owners.
- • Curi Capital operates from 12 offices across eight states and Washington, D.C., serving high-net-worth individuals, families, healthcare professionals, business owners, and institutions with investment management and financial planning services.
- • The firm was formed through a 2024 merger between RMB Capital (founded in Chicago in 2005) and Curi Capital, retaining its current name, service model, and management structure led by CEO Dimitri Eliopoulos.
- • Vistria, a Chicago-based private investment firm with $18 billion in AUM, continues to focus its strategy on healthcare, knowledge and learning, financial services, and housing sectors.
Summary
Vistria Group has finalized its previously announced strategic investment in Curi Capital, expanding its footprint in the registered investment advisory space. The transaction involved Vistria investing alongside Curi Capital's existing employee owners and shareholders, including Curi and Wealth Partners Capital Group, though specific deal terms and Vistria's ownership stake were not disclosed in the announcement.
Curi Capital, which manages more than $14 billion in assets under advisement, operates a multi-state wealth management platform serving affluent families, healthcare professionals, business owners, and institutional clients. The firm maintains 12 offices across eight states and Washington, D.C., positioning it as a significant player in the high-net-worth advisory market. The company's current structure reflects the 2024 merger between RMB Capital—a Chicago-based firm established in 2005—and Curi Capital, an integration that preserved the combined entity's brand identity, operational model, and existing leadership.
The investment aligns with Vistria's broader investment thesis in financial services alongside its core sectors of healthcare, education, and housing. Vistria, headquartered in Chicago with $18 billion in AUM, positions itself as a long-term strategic investor in middle-market and growth-stage businesses. The completion of this investment signals Vistria's conviction in the wealth advisory market and suggests confidence in Curi Capital's growth trajectory under existing management, headed by CEO Dimitri Eliopoulos.
Curi Capital, which manages more than $14 billion in assets under advisement, operates a multi-state wealth management platform serving affluent families, healthcare professionals, business owners, and institutional clients. The firm maintains 12 offices across eight states and Washington, D.C., positioning it as a significant player in the high-net-worth advisory market. The company's current structure reflects the 2024 merger between RMB Capital—a Chicago-based firm established in 2005—and Curi Capital, an integration that preserved the combined entity's brand identity, operational model, and existing leadership.
The investment aligns with Vistria's broader investment thesis in financial services alongside its core sectors of healthcare, education, and housing. Vistria, headquartered in Chicago with $18 billion in AUM, positions itself as a long-term strategic investor in middle-market and growth-stage businesses. The completion of this investment signals Vistria's conviction in the wealth advisory market and suggests confidence in Curi Capital's growth trajectory under existing management, headed by CEO Dimitri Eliopoulos.
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