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| Happy Holidays!! thanks for using AUM13F!! |
| Curated Wealth Partners LLC
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| CRD # | 297852 |
| SEC # | 801-113890 |
| CIK # | 0001781284 |
| AUM | $1.4 B (2025-04-01) |
| Employees | 12 (25% Investors, 0% Brokers) |
| Phone | 310-356-0830 |
| Address | 2101 E El Segundo Blvd El Segundo, CA 90245 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apollo Global Management Inc | 316.3 | ||
| Ares Management LP | 257.9 | ||
| Terex Corp | 10.6 | ||
| Apple Inc | 9.7 | ||
| Microsoft Corp | 8.1 | ||
| Nvidia Corp | 6.7 | ||
| Amazon Com Inc | 6.5 | ||
| Snap Inc | 4.7 | ||
| Amcor PLC | 4.0 | ||
| Facebook Inc | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Curated LGLU LLC | [2024-01-31] | 10.9 | 7.6 |
| PE | Curated Monarch LUFC LLC | 2023-03-16 | 0.0 | |
| Other | Curated Investment Partners I LLC | [2021-11-30] | 17.9 | 18.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 44 | 1,417.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 31.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 328 | 1,448.0 |
| By Discretionary | ||
| Discretionary | 250 | 565.0 |
| Non-Discretionary | 78 | 883.0 |
| Total | 328 | 1,448.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,448.0 | |
| Total | 328 | 1,448.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Lee Hutter | 4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001781284] | |
| D | [0001781284] |
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FL | 1.7 |
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WI | 1.6 |
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NY | 1.4 |
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MD | 1.3 |
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1.3 | |
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