Curve Asset Management LLC (St. Petersburg)

Name: Curve Asset Management LLC
Address: 300 Beach Drive, St. Petersburg, FL, 33701
Telephone: 646-477-0084

Curve Asset Management LLC is a large advisory firm based in St. Petersburg. It manages $575.3 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida, Michigan, New York, and Pennsylvania.

Curve Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Curve Asset Management: assets under management

The assets under management (AUM) of Curve Asset Management LLC is $575.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 188% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $575.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $143.83 million each.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Curve Asset Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Curve Asset Management serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Curve Asset Management is pooled investment vehicles with 3 clients and $431.3 million of assets under management. Among the 7 most similar advisory firms, Curve Asset Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $575.3 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Curve Asset Management doesn't advise any private funds.

Careers at Curve Asset Management LLC

The company employs 8 people that are either part- or full-time employees. 13 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person 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
Larry Alan Domash	Managing member	1 Aug 2013	75% - 100%	1376656
Desiree Lynn Counts Glowa	Chief compliance officer	1 Dec 2014	Other	6428913
Barry Foster Steinman	Chief compliance officer	1 Mar 2018	Other	1962590

Based in St. Petersburg

The principal office where Curve Asset Management LLC performs its advisory services is located at 300 Beach Drive, St. Petersburg, FL 33701, which is also the mailing address of the firm. An additional office of the firm is in East Lansing, MI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-477-0084. The normal business hours are 9:00 am - 5:00 pm on Other. You can find more information about the New York firm at curveam.com.