Curated Wealth Partners, LLC
● SEC registered since 2018CRD 297852SEC# 801-113890El Segundo, CA
Ranks #2,322 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.76B
Fund GAV
$38.3M
Private funds
5
Employees
12
Accounts
421
Location
El Segundo, CA
Curated Wealth Partners, LLC assets under management
Curated Wealth Partners, LLC is an SEC-registered investment adviser based in El Segundo, CA. The firm has been registered since 2018. It reports $1.8 billion in regulatory assets under management and employs 12 people. Curated Wealth Partners, LLC manages 5 private funds with combined gross assets of $38.3 million, including Curated Investment Partners I, LLC. By regulatory assets, it ranks 2,322 of 6,004 private fund managers.
Curated Wealth Partners, LLC private funds
5 funds · $38.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Curated Investment Partners I, LLC | Other Private | $18.3M | $500K |
| Cwp Aeec LP | Venture Capital | $10.5M | $500K |
| Curated Lglu LLC | Private Equity | $7.6M | — |
See all 5 funds — unlock the full record.
Join to unlock · $37/moCurated Wealth Partners, LLC owners & executives
3 reported| 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 |
Frequently asked questions
How much does Curated Wealth Partners, LLC manage?
Curated Wealth Partners, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Curated Wealth Partners, LLC manage?
Curated Wealth Partners, LLC manages 5 private funds with combined gross assets of $38.3 million.
How many employees does Curated Wealth Partners, LLC have?
Curated Wealth Partners, LLC reports 12 employees.
Where is Curated Wealth Partners, LLC located?
Curated Wealth Partners, LLC is based in El Segundo, CA and has been SEC-registered since 2018.
Does Curated Wealth Partners, LLC disclose fund performance?
Curated Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.76B▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
AUM vs fund managersTop 39%
Larger than 61% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.76Bregulatory AUM
Discretionary $889MNon-discretionary $873M
Fund type mix
Private Equity2
Venture Capital2
Other Private1
Service providers
Auditor
Custodian
Administrator