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Karr Mccurdy

Advisor at Rock Elm Capital Management LLC

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Rock Elm Capital Management LLC logo

Firm

Rock Elm Capital Management LLC

Location

Darien, CT 06820

Credentials

Series 63, Series 65

Industry experience

8 years

About

Karr Mccurdy is a financial advisor at Rock Elm Capital Management LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rock Elm since 2016. Outside of his advisory role, Mccurdy serves on the advisory boards of Bacchus Capital Advisors Ltd, providing strategic advice to the minerals industry, and Pivot Industries Ltd, a technology firm specializing in collaborative data and communications management. Rock Elm Capital Management LLC provides capital-sourcing and structured financing solutions for natural resource companies, focusing on mining, metals, energy, and agriculture sectors. The firm structures tailored transactions for institutional investors and private funds, emphasizing flexible fee arrangements and a dual-portfolio investment approach that includes high-return and trade and commodity finance strategies.

Client services

Based on Rock Elm Capital Management LLC

Portfolio management General consulting services

Expertise

Based on Rock Elm Capital Management LLC

Private / alternative investments

Occupation focus

Based on Rock Elm Capital Management LLC

Founder/Business Owner

Fee options

Percentage

$0 - $50,000,000: 2.00% p.a. $50,000,000 - $100,000,000: 1.75% p.a. $100,000,000 - >$100,000,000: Negotiable

Performance-based

Performance-based fees or carried interest may be charged as detailed in client agreements or fund documents.

Location

30 Old Kings Highway South

Darien, CT 06820

Most active in

Connecticut

Work history

Rock Elm Capital Management LLC

2016 - Present (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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