Curat Global LLC
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
FINTRXOverview
Curat Global LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2018. Ownership is individual-managed and the firm serves both individual/family and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses, and its fees are charged as a percentage of assets under management and on an hourly basis. Curat Global does not identify as an active ESG investor, is not a capital allocator, and does not report pension consulting or related-adviser roles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds9%
- Other1%
Owners & executives
1 of 1Steven Albrecht
Chief Compliance OfficerCRD 2623560
Contacts
1 of 1
Cynthia Wentworth
Managing DirectorCRD 2426526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$107M in ETFs
100%
$107M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $7.5M | 34,014 | 7.08% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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