Curat Global LLC

RIASEC Registered
Total AUM
$118M
Discretionary
$118M
100% of AUM
Avg account
$8.4M
Accounts
14
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
296180
Registered since
December 3, 2018
Custodians
LEDYARD NATIONAL BANK
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI90.1%
  • Charitable Organizations9.29%
  • Individuals0.61%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Curat Global LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm works with both individual and family clients as well as institutional investors, and its advisory work centers on portfolio management for individuals and small businesses. Its compensation model combines an asset-under-management fee with the option for hourly billing, which suggests it provides both ongoing investment oversight and discrete advisory projects. Curat Global does not position itself as a capital allocator, is not identified as an active ESG investor, and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Cash & Cash Equivalents 12%, Investment Grade Corp Bonds 9%, Other 1%78%
  • Exchange Traded Equities78%
  • Cash & Cash Equivalents12%
  • Investment Grade Corp Bonds9%
  • Other1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 55

Active vs passive

$102M in ETFs

Passive

100%

$102M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)State StreetPassiveTechnology$11.9M60,61411.58%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth