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| Curated Wealth Partners LLC
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| |
|---|---|
| CRD # | 297852 |
| SEC # | 801-113890 |
| CIK # | 0001781284 |
| AUM | $966.0 MM (2024-06-03) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 310-356-0830 |
| Address | 2101 E El Segundo Blvd El Segundo, CA 90245 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| APO | 29,452.5 | 278.9 | |
| ARES | 10,310.9 | 221.0 | |
| AAPL | 2,382,844.0 | 10.6 | |
| TEX | 1,988.9 | 9.7 | |
| SNAP | 22,528.6 | 8.9 | |
| MSFT | 1,918,222.4 | 6.9 | |
| AMZN | 1,092,997.8 | 5.1 | |
| NVDA | 399,550.0 | 3.6 | |
| BERY | 7,317.6 | 3.5 | |
| ARCC | 8,938.4 | 3.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Curated LGLU LLC | 2024-01-31 | 3.5 | |
| PE | Curated Monarch LUFC LLC | 2023-03-16 | 0.0 | |
| Other | Curated Investment Partners I LLC | [2021-11-30] | 17.9 | 18.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 29 | 946.0 |
| (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 | 20.0 |
| (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 | 234 | 966.0 |
| By Discretionary | ||
| Discretionary | 175 | 371.0 |
| Non-Discretionary | 59 | 595.0 |
| Total | 234 | 966.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 966.0 | |
| Total | 234 | 966.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Lee Hutter | 4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001781284] | |
| D | [0001781284] |
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|---|---|---|
|
Godwin Capital Group LLC
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GA | 1.1 |
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Henry H Armstrong Associates Inc
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