Curbstone Financial Management Corp.
Firm details
- Headquarters
- Manchester, New Hampshire
- CRD number
- 13348
- Registered since
- December 4, 2006
- Website
- curbstonefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.41%
- Individuals7.68%
- Charitable Organizations6.75%
- Corporations / Businesses0.09%
- Pension & Profit Sharing Plans0.07%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Curbstone Financial Management Corp. is a small, SEC‑registered advisory corporation that manages portfolios for individual and family clients as well as institutional and business accounts. The firm bills on a percentage‑of‑assets basis and focuses on discretionary portfolio management for individuals, small businesses and other institutions. Curbstone is owned by an individual, has been SEC‑registered since 2006, does not market itself as an ESG investor, and is not a multi‑state adviser according to the snapshot data. The firm also acts in sponsor/GP roles and as a managing member of pooled investment vehicles, indicating involvement in privately organized investment structures in addition to its advisory work.
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
- Public Funds/Mutual Funds42%
- Exchange Traded Equities34%
- Investment Grade Corp Bonds14%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
Owners & executives
1 of 1
Thomas Lewry
Founder, President & CEOCRD 308983
Contacts
3 of 6
Charles Mathews
Portfolio ManagerCRD 8096344
Pamela Diamantis
PrincipalCRD 5166938
Robert Main
Account ExecutiveCRD 601100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$380M in ETFs
99%
$377M
<1%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF (FLRN) | State Street | Passive | Ultrashort Bond | $39.1M | 1,270,626 | 10.28% |
Location
Manchester, NH
Hillsborough
Location
Manchester, NH
Headquartered in Manchester, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 741 Chestnut St
- Time zone
- ET (UTC-5)
- Office locations
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