Managers/Private equity/California/Curated Wealth Partners

Curated Wealth Partners

Curated Wealth Partners is a private equity manager in El Segundo, CA. It is registered with the SEC as an investment adviser with $1.8B in regulatory assets and 12 staff. It has 1 fund on file, the latest reported in March 2023.

Funds on file
1
Raised, all funds
$17.1M
Regulatory assets
$1.8B
Staff
12
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
Mar 2023 CURATED MONARCH LUFC LLC Private equity $17.1M $17.1M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1.8B
Employees12
Clients68 wealthy individuals and 6 private funds.
Control personsLee, Benjamin Hutter, Susan, Dawn Moffat, Richard, Alan Ward.
Private funds3 private funds holding $21.8M in gross assets.

Private funds it reports

FundTypeGross assets
Curated Investment Partners I Other $18.3M
Curated Lglu Private equity $3.5M
Curated Monarch Lufc Private equity $2.5K