CURATED WEALTH PARTNERS, LLC
Adviser information for CURATED WEALTH PARTNERS, LLC last updated from Form ADV on January 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 175 | $371.0M |
| Non-Discretionary | 59 | $595.0M |
| Total | 234 | $966.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 29 | $946.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $20.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesCARRIED INTEREST FROM PRIVATE FUND |
Identifiers
| SEC RIA File Number | 801-113890 |
|---|---|
| SEC ERA File Number | 801-113890 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297852 |
| Legal Entity Identifier | None |
Principal Office
2101 E EL SEGUNDO BLVD.SUITE 501
EL SEGUNDO
CA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 310-356-0830, Fax: None
Chief Compliance Officer
SUSAN D. MOFFAT
MANAGING MEMBER
2101 E EL SEGUNDO BLVD.
SUITE 501
EL SEGUNDO
CA
United States
Tel:
310-356-0856
S*@************************M
(Full email address available in API data)
Regulatory Contact
LEE HUTTER
CEO
2101 E EL SEGUNDO BLVD.
SUITE 501
EL SEGUNDO
CA
United States
Tel:
310-356-0840
L*@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CURATED INVESTMENT PARTNERS I, LLC | SPV | $18.3M | $0.5M | 12 |
| CURATED LGLU LLC | Private Equity Fund | $3.5M | $0.0M | 7 |
| CURATED MONARCH LUFC LLC | Private Equity Fund | $0.0M | $0.0M | 7 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUTTER, LEE, BENJAMIN | Individual | – | MANAGING MEMBER | 09/2018 | 25-50% |
| MOFFAT, SUSAN, DAWN | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 09/2018 | 10-25% |
| WARD, RICHARD, ALAN | Individual | – | MANAGING MEMBER | 09/2018 | 10-25% |