CC

CURIAN CAPITAL LLC

13F
CURIAN CAPITAL LLC
Last update 2016-02-05 468 Stocks (23 new)
Value $1.30 Bil Turnover 8 %
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CURIAN CAPITAL LLC Profile

Curian Capital is an investment management company based out of Denver, Colorado. The company was founded in 2003 and currently operates as a subsidiary of the Jackson National Life Insurance Company. Curian Capital is headed by President and CEO Michael A. Bell and currently has 304 employees of which over half are investment professionals. The company utilizes a quantitative investment methodology to make its investment decisions, allocating its assets across public equity and fixed income markets on a global scale. Curian Capital invests most heavily in the finance sector, which alone makes up over half of its total asset allocations, and also invests in a variety of other sectors including information technology, health care, consumer discretionary, industrials, materials, and utilities and telecommunications, among others to a lesser degree, in order of decreasing allocation. Other than the company’s top holding in the iShares Russell 1000 Growth Index Fund, none of its holdings are above 3% and it currently has a turnover rate of approximately 12.6%. Curian Capital currently holds over $11 billion in total assets under management spread across over 88,500 accounts, all of which are discretionary. Both its total number of accounts and total assets under management have been increasing in recent years with its number of accounts growing from 30,000 to almost three times that amount and its total managed assets growing significantly from $2.6 billion back in 2010 to well over four times that amount. The company mainly caters to individuals, which alone makes up almost three quarters of its entire client base, and also provides services to high net worth individuals, pension and profit sharing plans, charities, investment companies, corporations, state or municipal entities, and insurance companies, in order of decreasing clientele. Curian Capital offers Select and Custom types of portfolios for its clients. As of July of 2015, the company has stopped accepting new accounts and expects to exit the business in the first quarter of 2016.
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