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| Curat Global LLC
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| CRD # | 296180 |
| SEC # | 801-114363 |
| CIK # | 0002063003 |
| AUM | 117.5 M (2026-01-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 603-306-1230 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (1/22/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
Compensation or fees are available in several forms and can be used in any combination depending
upon the services requested. The most popular fee structure is an assets managed approach where the fee is
generally less than 1.0% of the assets managed, paid quarterly or monthly. This fee is negotiable and unique
for each client. Arrangements may also be arranged for hourly rates for special services paid via monthly
invoice. Fees may be paid by invoice or deducted from the account under management. All transaction-
based fees, if any, such as trades are made on a pass-through basis directly from the custodian. Custody fees
should be arranged separately with the custodian or can be arranged with our assistance on the client’s
behalf. We do not serve as a securities custodian. Custody services should be separate from the investment
management function. (See Item 15) We do not receive, nor accept, any fees, commissions, market
incentives, soft-dollars, direct or indirect, from any source other than direct client fees. We do not participate
in wrap-fee programs nor do we arrange for cross-benefit pricing arrangements. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 5.8 | ||
| Tyco International Ltd /Ber/ | 1.9 | ||
| Microsoft Corp | 1.8 | ||
| Broadcom Inc | 1.6 | ||
| Amgen Inc | 1.4 | ||
| International Business Machines Corp | 1.4 | ||
| AbbVie Inc | 1.3 | ||
| CSX Corp | 1.1 | ||
| Amphenol Corp /DE/ | 1.1 | ||
| Pfizer Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.7 |
| (b) Individuals (high net worth individuals) | 12 | 105.9 |
| (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 | 10.9 |
| (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 | 14 | 117.5 |
| By Discretionary | ||
| Discretionary | 14 | 117.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 117.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.5 | |
| Total | 14 | 117.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002063003] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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