Curat Global LLC
Firm details
- Headquarters
- ,
- CRD number
- 296180
- Registered since
- December 3, 2018
- Custodians
- LEDYARD NATIONAL BANK
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI90.1%
- Charitable Organizations9.29%
- Individuals0.61%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Curat Global LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm works with both individual and family clients as well as institutional investors, and its advisory work centers on portfolio management for individuals and small businesses. Its compensation model combines an asset-under-management fee with the option for hourly billing, which suggests it provides both ongoing investment oversight and discrete advisory projects. Curat Global does not position itself as a capital allocator, is not identified as an active ESG investor, and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds9%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$102M in ETFs
100%
$102M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $11.9M | 60,614 | 11.58% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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