|
⚲
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| Curat Global LLC
✚
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|
|---|---|
| CRD # | 296180 |
| SEC # | 801-114363 |
| CIK # | |
| AUM | $135.3 MM (2023-01-21) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 603-369-7224 |
| Address | 2291 George Hill Road Springfield, NH 03284 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 2.7 |
| (b) Individuals (high net worth individuals) | 21 | 122.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 9.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 135.3 |
| By Discretionary | ||
| Discretionary | 25 | 135.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 135.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.3 | |
| Total | 25 | 135.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Viewpoint Capital Management LLC
✚
|
WA | 0.1 |
|
Danda Trouve Investment Management Inc
✚
|
KS | 0.1 |
|
Rayburn West Financial Services LLC
✚
|
TN | 0.1 |
|
Davis Davis and Conover Wealth Management LLC
✚
|
TN | 0.1 |
|
Gimbal Financial LLC
✚
|
IN | 0.1 |
|
Phillip James Consulting Co
✚
|
MN | 0.1 |
|
Trotta John NMN
✚
|
NY | 0.1 |
|
Gehrig Capital Management Inc
✚
|
IN | 0.1 |
|
KRM Wealth Management LLC
✚
|
NV | 0.1 |
|
Financial Concepts Unlimited Inc
✚
|
MD | 0.1 |