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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) |
| Phone | 603-306-1230 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002063003 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Texas Instruments Inc | 1.0 | ||
| Cummins Inc | 1.0 | ||
| Analog Devices Inc | 1.0 | ||
| Lilly Eli & Co | 0.9 | ||
| Lam Research Corp | 0.9 | ||
| Merck & Co Inc | 0.8 | ||
| Coach Inc | 0.8 | ||
| CVS Caremark Corp | 0.8 | ||
| Principal Financial Group Inc | 0.8 | ||
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| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Integra Wealth Advisors LLC
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Dunham Lane Capital Partners LLC
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|
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Greystone Financial & Estate Services Inc
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