The Vistria Group has completed its previously disclosed strategic investment in Curi Capital, a registered investment adviser with more than $14 billion in assets under advisement. Vistria invested alongside Curi Capital’s employee owners and existing shareholders, including Curi and Wealth Partners Capital Group.
Curi Capital manages investments and provides financial planning for high-net-worth individuals, families, healthcare professionals, business owners and institutions. It works from 12 offices across eight states and Washington, D.C. The firm traces its roots to RMB Capital, founded in Chicago in 2005, which merged with Curi Capital in 2024. It keeps its name, service model and management team, led by CEO Dimitri Eliopoulos. Vistria, a Chicago private investment firm with more than $18 billion in assets under management, invests in healthcare, knowledge and learning, financial services and housing.
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