| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Curated Investment Partners I, LLC | Other Private | $18.3M | $500K |
| Curated Lglu LLC | Private Equity | $7.6M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Lee Benjamin Hutter Control | Managing Member | 25-50% | 2018 |
| Richard Alan Ward Control | Managing Member | 10-25% | 2018 |
| Susan Dawn Moffat Control | Managing Member And Chief Compliance Officer | 10-25% | 2018 |
Curated Wealth Partners, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
Curated Wealth Partners, LLC manages 2 private funds with combined gross assets of $26 million.
Curated Wealth Partners, LLC reports 12 employees.
Curated Wealth Partners, LLC is based in El Segundo, CA and has been SEC-registered since 2018.
Curated Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2101 E el Segundo Blvd., Suite 501, El Segundo, CA 90245 |
| Phone | 310-356-0830 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $565M |
| Non-discretionary | $883M |
| Total (RAUM) | $1.45B |