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| Curated Wealth Partners LLC
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| CRD # | 297852 |
| SEC # | 801-113890 |
| CIK # | 0001781284 |
| AUM | 1,762.0 M (2026-03-18) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-356-0830 |
| Address | 2101 E El Segundo Blvd El Segundo, CA 90245 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001781284 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Pfizer Inc | 33.9 | ||
| Texas Pacific Land Corp | 18.4 | ||
| Arista Networks Inc | 9.0 | ||
| Microsoft Corp | 8.8 | ||
| Union Pacific Corp | 7.6 | ||
| UnitedHealth Group Inc | 7.5 | ||
| Sempra Energy | 7.0 | ||
| PNC Financial Services Group Inc | 6.5 | ||
| Philip Morris International Inc | 6.2 | ||
| Target Corp | 5.9 | ||
| McGraw-Hill Companies Inc | 5.7 | ||
| Amcor PLC | 5.6 | ||
| XPEL Inc | 5.1 | ||
| Abbott Laboratories | 4.9 | ||
| Parker Hannifin Corp | 4.7 | ||
| Apollo Global Management Inc | 4.5 | ||
| Kimberly Clark Corp | 4.4 | ||
| Citigroup Inc | 4.3 | ||
| II-VI Inc | 4.1 | ||
| Apple Inc | 4.0 | ||
| Packaging Corp of America | 4.0 | ||
| Westinghouse Air Brake Technologies Corp | 3.9 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | CWP AEEC LP | [2026-03-18] | 10.5 M | 10.5 M |
| Filed 2025-09-25 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | CWP Glendower VI LP | 2026-03-18 | ||
| VC | CWP Shine Fund III LP | [2026-03-18] | 1.8 M | |
| Filed 2025-10-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Curated LGLU LLC | [2024-01-31] | 10.9 M | 7.6 M |
| Filed 2025-06-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Curated Monarch LUFC LLC | 2023-03-16 | 0.0 M | |
| Other | Curated Investment Partners I LLC | [2021-11-30] | 17.9 M | 18.3 M |
| Filed 2021-11-16 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Net Assets Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 68 | 1,565.0 |
| (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 | 6 | 197.0 |
| (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 | 421 | 1,762.0 |
| By Discretionary | ||
| Discretionary | 324 | 889.0 |
| Non-Discretionary | 97 | 873.0 |
| Total | 421 | 1,762.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,762.0 | |
| Total | 421 | 1,762.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Lee Hutter | Executive Officer | 4 | 2 | |
| Curated Wealth Partners LLC | Executive Officer | 2 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001781284] | |
| D | [0001781284] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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