Curasset Capital Management

What Curasset Capital Management does

Curasset Capital Management, LLC is an SEC-registered investment advisor founded in 2021 and headquartered at 50 Park Place, Newark, NJ. The firm operates as a boutique fixed-income manager with $600 million-plus in assets under management, offering two flagship mutual funds (a Core Bond Fund with a 5-star Morningstar rating, and a Limited Term Income Fund with a 4-star rating) alongside corresponding institutional strategies. Portfolios are actively managed across U.S. Treasuries, Agency and non-Agency MBS, ABS, CMBS, and corporate bonds rated AAA through BB, employing dynamic duration hedging, sector rotation, and multilevel stop-out risk controls within defined tracking error limits of 350 bps (Core Bond) and 250 bps (Limited Term).

The investment approach relies on a small team (1-10 employees) of senior portfolio managers who previously held core, credit, and multi-asset roles at OppenheimerFunds, including CEO Peter Strzalkowski and partner Benjamin Rockmuller (who also holds the title of head of AI strategies). The firm monetizes through AUM-based management fees distributed via direct institutional relationships and a retail mutual fund platform, targeting institutional clients as the primary segment and retail investors as a secondary segment. Auxiliary initiatives include the Bond Bootcamp, a free 3-day immersive educational program for high school and college students in the NJ/NYC corridor that doubles as a talent pipeline and brand-building tool.

Curasset's competitive position rests on strong three-year performance track records (7th and 12th Morningstar percentiles, with 5.27% and 3.37% cumulative outperformance versus the Bloomberg US Aggregate, respectively, as of December 31, 2024) and a disciplined risk framework, though the firm operates at a small scale relative to incumbent fixed-income managers and has no disclosed M&A activity, external institutional capital, or formal distribution partnerships.

Name

Curasset Capital Management

Legal name

Curasset Capital Management LLC

Website

https://curasset.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Curasset Capital Management is a boutique SEC-registered fixed-income investment advisor founded in 2021 and headquartered in Newark, NJ, managing $600M+ AUM across two Morningstar-rated mutual funds for institutional and retail clients.

Ownership category

akta.pro rank

Headquarters

HQ city

Newark

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: AUM-based management fees from managing mutual funds and institutional fixed-income portfolios. The firm oversees more than $600 million in assets under management.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Curasset Capital Management is an SEC-registered investment advisor that manages actively managed fixed-income portfolios and mutual funds for institutional and retail clients. Its offerings center on high-grade fixed income across US Treasuries, Agency and Non-Agency MBS, ABS, CMBS, and corporate bonds rated AAA through BB, delivered through the Core Bond Fund, Limited Term Income Fund, and corresponding institutional strategies. The firm manages more than $600 million in assets under management and employs dynamic duration hedging, sector rotation, and multilevel stop-out risk controls.

Product overview

Curasset Capital Management offers a focused suite of fixed-income investment solutions, primarily through two flagship mutual funds—the Core Bond Fund (5-star Morningstar rated, ranked 7th percentile) and the Limited Term Income Fund (4-star Morningstar rated, ranked 12th percentile)—complemented by two actively managed investment strategies (Core Bond Strategy and Limited Term Bond Strategy) targeting institutional and retail clients. The firm also provides educational initiatives through its Bond Bootcamp program. All offerings center on high-grade fixed income across Treasury, Agency/non-Agency MBS, corporate bonds (AAA-BB), ABS, and CMBS.

Differentiator

Problem solved

Functional benefit

Products and services

• Core Bond Fund Actively managed mutual fund invested across Treasury, Agency and non-Agency MBS, Corporate Bonds AAA-BB, ABS and CMBS with high active share. Seeks total return over a full monetary cycle with a tracking error limit of 350 basis points and a maximum relative fund beta of 2X. Ranked in the 7th percentile among 431 funds with a 5-star Morningstar rating as of December 31, 2024. Available to retail investors via the mutual fund platform.
• Limited Term Income Fund Actively managed mutual fund invested across Treasury, Agency and non-Agency MBS, Corporate Bonds AAA-BB, ABS and CMBS with high active share. Seeks capital preservation with duration limited to shorter-term exposure, a tracking error limit of 250 basis points and a maximum relative fund beta of 2X. Ranked in the 12th percentile among 522 funds with a 4-star Morningstar rating as of December 31, 2024. Available to retail investors via the mutual fund platform.
• Core Bond Strategy Institutional actively managed fixed-income strategy covering Treasury, Agency and non-Agency MBS, Corporate Bonds AAA-BB, ABS and CMBS with high active share. Seeks total return over a full monetary cycle utilizing dynamic duration hedging, sector rotation, and multilevel stop outs. Designed for institutional clients seeking segregated fixed-income mandates.
• Limited Term Bond Strategy Institutional actively managed fixed-income strategy covering Treasury, Agency and non-Agency MBS, Corporate Bonds AAA-BB, ABS and CMBS with high active share. Seeks capital preservation with duration limited to shorter-term exposure and utilizes dynamic hedging of duration. Designed for institutional clients with shorter-duration mandates.

Quantifiable outcome

• 5-star Morningstar rating for Core Bond Fund (top 7th percentile among 431 funds)
• +3 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Brandywine Global Investment Management: Boutique fixed-income manager offering active global and US core bond strategies with institutional distribution - highly comparable active fixed-income focus and boutique positioning to Curasset.
• GW&K Investment Management: Boutique active fixed-income manager with core, municipal, and structured strategies - comparable boutique size, active fixed-income focus, and institutional client mix.
• Income Research + Management: Boutique fixed-income manager serving institutional clients with active core and credit strategies - directly comparable institutional focus and active fixed-income product orientation.
• Loomis Sayles: Specialist fixed-income and multi-asset credit manager with deep institutional penetration - comparable active fixed-income product breadth and institutional/retail dual-channel distribution model.
• Western Asset Management: Specialist fixed-income manager focused on active core, credit, and securitized strategies with significant institutional mandates - directly comparable active fixed-income product set and client base to Curasset.
• TCW Group: Active fixed-income and credit boutique with US core bond, structured, and securitized capabilities - directly comparable active fixed-income product set to Curasset's Treasury/MBS/ABS/CMBS focus.
• Baird Advisors: Fixed-income boutique affiliated with Robert W. Baird managing active core, intermediate, and short-duration strategies - directly comparable active fixed-income mandate and institutional/wholesale distribution.
• DoubleLine Capital: Boutique fixed-income investment manager specializing in active core, mortgage, and credit strategies with a strong performance-oriented brand - directly comparable to Curasset's boutique fixed-income mandate and active core bond orientation.

Broad incumbents

• BlackRock: World's largest asset manager with extensive active fixed-income capabilities alongside index, alternatives, and multi-asset - broader incumbent offering overlapping with Curasset's core fixed-income strategies.
• PIMCO: Largest dedicated fixed-income manager globally with broad active core, credit, and securitized strategies - operates in the same product category but at vastly larger scale and broader portfolio depth than Curasset.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Curasset Capital Management