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| Curbstone Financial Management Corporation
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|---|---|
| CRD # | 13348 |
| SEC # | 801-67354 |
| CIK # | 0001608057 |
| AUM | 411.7 M (2026-06-22) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 603-624-8462 |
| Address | 741 Chestnut Street Manchester, NH 03104-3002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.2 | ||
| Alphabet Inc | 11.7 | ||
| Microsoft Corp | 11.4 | ||
| Cisco Systems Inc | 9.9 | ||
| Amazon Com Inc | 8.2 | ||
| Johnson & Johnson | 7.8 | ||
| J P Morgan Chase & Co | 7.4 | ||
| Intel Corp | 6.5 | ||
| Visa Inc | 4.7 | ||
| TJX Companies Inc /DE/ | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 31.6 |
| (b) Individuals (high net worth individuals) | 149 | 351.7 |
| (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 | 2 | 0.3 |
| (h) Charitable organizations | 7 | 27.8 |
| (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 | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 653 | 411.7 |
| By Discretionary | ||
| Discretionary | 653 | 411.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 653 | 411.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 409.4 | |
| Total | 653 | 411.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001608057] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Altamont Capital Management LLC
✚
|
NC | 412.3 M |
|
Kerberos Capital Management LLC
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IL | 412.2 M |
|
Lakeside Advisors Inc
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WA | 412.2 M |
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Bay Harbor Wealth Management LLC
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|
Petix & Botte Company
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|
Foundation Wealth Management LLC
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|
Hall Capital Management Company Inc
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RI | 411.6 M |
|
MB Levis & Associates LLC
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PA | 411.6 M |
|
BDFS Capital LLC
✚
|
DE | 411.3 M |
|
Everest Private Wealth
✚
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CA | 410.8 M |