Curat Global LLC

Overview

Curat Global LLC is an owner-operated registered investment adviser formed in 2018 and structured as a limited liability company. The firm focuses on discretionary portfolio management for individuals, families and small businesses, managing a concentrated client base. Its stated investment preference is equities, with most assets deployed to exchange-traded instruments. Fee arrangements are a mix of a percentage of assets under management and hourly charges. Curat Global does not position itself as an ESG investor and is not registered as a multi-state adviser. Investment activity centers on bespoke equity exposure delivered through separate managed accounts, supplemented with pooled products where appropriate. Given the small number of clients and sizable average account size, the firm appears to run individualized portfolios rather than a large-scale retail model.

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Public Holdings

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Location & Offices