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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 |