RMB Capital, a registered investment advisory firm that oversees nearly $10 billion in client assets, has agreed to sell itself to Curi, a provider of insurance, financial advice, and consulting services to physicians.
As part of the deal, Curi’s registered investment advisory firm, Curi Capital, will merge with RMB Capital. Curi Capital has $1.4 billion of assets under management, according to its most recent Form ADV regulatory filing with the Securities and Exchange Commission.
RMB…
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