# Curat Global LLC

> Curat Global LLC is an SEC-registered investment advisory firm in Springfield, NH, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 296180
- Filed as: CURAT GLOBAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Springfield, NH
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296180
- AdvisorCensus page: https://advisorcensus.com/firm/curat-global-llc-springfield-nh-296180

## Quick answers

**How is Curat Global LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Curat Global LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Curat Global LLC located?**
Curat Global LLC's principal office is in Springfield, NH, according to its Form ADV.

**Is Curat Global LLC registered with the SEC or a state?**
Curat Global LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296180.

**How much does Curat Global LLC manage?**
Curat Global LLC reports $117,512,767 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**How have Curat Global LLC's assets and staff changed since 2021?**
In the Form ADV data for Curat Global LLC: Regulatory assets under management: $135,391,900 in the October 2021 data and $117,512,767 in the October 2026 data, down 13%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Curat Global LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (1); charitable organizations (1).

**Which custodians does Curat Global LLC use?**
Curat Global LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ledyard National Bank as a custodian holding 10% or more of its separately managed account assets.

**Does Curat Global LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296180

**What changed in Curat Global LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $153,495,398 to $117,512,767 (-23%). Employees performing advisory functions went from 2 to 1.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Ledyard National Bank

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $117,512,767
- Discretionary: $117,512,767
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $718,597 |
| High net worth individuals | 12 | $105,880,211 |
| Charitable organizations | 1 | $10,913,959 |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $135,391,900 | 2 | January 6, 2021 |
| October 2022 | $157,024,029 | 2 | January 13, 2022 |
| October 2023 | $135,260,633 | 2 | January 21, 2023 |
| October 2024 | $150,997,921 | 2 | January 11, 2024 |
| October 2025 | $153,495,398 | 2 | June 10, 2025 |
| October 2026 | $117,512,767 | 1 | January 22, 2026 |

Regulatory assets under management: $135,391,900 in the October 2021 data and $117,512,767 in the October 2026 data, down 13%.
Total employees: 2 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $153,495,398 to $117,512,767 (-23%).
- Employees performing advisory functions went from 2 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Curat Global LLC (CRD 296180): Form ADV filing data as of October 2026.