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SEC Form ADV

CURATED WEALTH PARTNERS, LLC

Firm profile: Curated Wealth Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCAVenture CapitalPrivate Equity
$1.8B
Assets Under Management
421
Total Clients
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Registration Details

Accession
CRD-297852
Location
EL SEGUNDO, CA
Filing Date
March 18, 2026
AUM
$1.8B
Total Clients
421
Amendment
No
SEC EDGAR
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Investment Strategies

Venture CapitalPrivate Equity

Private Funds

7 private funds reported on Form ADV Schedule D 7.B.1, $59.9M in combined gross assets.

  • CURATED INVESTMENT PARTNERS I, LLCOther Private Fund$18.3M
  • CWP HUMBLE GROWTH IIVenture Capital Fund$12.4M
  • CWP AEEC LPVenture Capital Fund$10.5M
  • CWP STRIPES FUND VIIVenture Capital Fund$9.3M
  • CURATED LGLU LLCPrivate Equity Fund$7.6M
  • CWP SHINE FUND III LPVenture Capital Fund$1.8M
  • CWP GLENDOWER VI, LPPrivate Equity Fund—

About this Adviser

CURATED WEALTH PARTNERS, LLC is a registered investment adviser headquartered in EL SEGUNDO, CA, managing approximately $1.8B in assets across 421 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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