Curat Global LLC (Springfield)

Curat Global LLC is a large advisory firm based in Springfield. It manages $105.29 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2018.

Curat Global provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as investment research publisher.

Curat Global: assets under management

The assets under management (AUM) of Curat Global LLC is $105.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8674% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $105.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.57 million each.

Investments

The firm invests in exchange traded securities the most. They account for 62% of the total AUM. The second-largest asset type is state and local bonds, which make up 17% of the firm’s portfolio. Investments in investment grade corporate bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Curat Global LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Curat Global serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Curat Global is high net worth individuals with 3 clients and $88.74 million of assets under management. Among the 11 most similar advisory firms, Curat Global has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $105.29 million for 10 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Curat Global doesn't advise any private funds.

Careers at Curat Global LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Albrecht	Chief compliance officer	1 Nov 2018	Other	2623560
Cynthia Wentworth	Managing director	1 Nov 2018	50% - 75%	2426526
Sandywell Hmrc	Member	1 Nov 2018	50% - 75%	10410348

Based in Springfield

The principal office where Curat Global LLC performs its advisory services is located at 2291 George Hill Road, Springfield, NH 03284 The mailing address of the firm is Po Box 472, Springfield, NH 03284. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603 369-7224. The normal business hours are 9 am - 5 pm on Monday - Friday.