C
CRD: 296180
Curat Global LLC
Springfield, NH
6033061230
$117.5M Total AUM
$117.5M Disc. AUM
-4.6% 3Y CAGR
1 Employees
14 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2018
- Office Locations
- 1
Office Locations
-- Springfield NH
About Curat Global LLC
Curat Global LLC is a Springfield-based RIA. The firm has been operating for 7 years. Managing $117.5M in total assets under management, with 1 advisory representatives. Services offered include Insurance.
Team overview
-- AVG AGE
$117.5M AVG AUM / ADVISOR
$8.4M AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
7yrs Firm Age
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Asset Classes
Wave glacier Matrix
Investment Themes
Element delta
Investment Vehicles
Summit
Services
Horizon insight
Owner & Executives
S
STEVEN ALBRECHT
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, MANAGING DIRECTOR
- CRD
- --
- Ownership
- 75% or more
(942) 899-4686
wave.oak@momentumcapital.com
in linkedin.com/in/eagle-optima
C
CYNTHIA WENTWORTH
DIRECTOR
- CRD
- --
- Ownership
- 10% but less than 25%
(374) 738-2495
wave.matrix@catalystcapital.com
in linkedin.com/in/vital-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,512,767 | $8,393,769 |
| Non-Discretionary | $0 | -- |
| Total | $117,512,767 | $8,393,769 |
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Separately Managed Accounts
Total SMA Asset: $117,512,767
Equity - Exchange:
39.6% Cash:
8.5% Corporate - Investment Grade:
16.7% Other:
35.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $301,196,808 | 39.6% |
| Cash | $64,650,830 | 8.5% |
| Corporate - Investment Grade | $127,019,866 | 16.7% |
| Other | $267,730,497 | 35.2% |
| Total | $760,598,001 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE UNISON | PEAK PRIME | U4Y3ORGL2 | QAA | 6.18% | $7,926,991 |
| HORIZON MATRIX VECTOR | BRIDGE ALPHA | ZXZRV3V74 | FOS | 6.65% | $106,503,871 |
| FUSION GLACIER RIDGE | PATHWAY FOUNDATION | B60PTFUV1 | XARI | 5.72% | $76,669,404 |
| BEACON ATLAS | RADIAL VECTOR | 18YGRP1HW | EXN | 7.71% | $62,702,024 |
| ELEMENT RADIAL UNISON | QUANTUM BEACON | 31MP6IFXL | HZCQE | 6.87% | $68,780,525 |
| CAPITAL CAPITAL | FOCUS PRIME | YL8D5732Q | VQSAU | 11.79% | $66,432,050 |
| BRIDGE ELEMENT ELEMENT | RADIAL SIGNAL | LSZG1XSNE | FYA | 3.16% | $70,779,111 |
| ELEMENT RADIAL CREST | VALUE PRIME | AQM4SBU3A | JTQQI | 3.65% | $17,997,283 |