Curated Wealth Partners LLC
Curated Wealth Partners LLC is a multi-family office and SEC-registered investment adviser headquartered in El Segundo, California. Founded in 2018, the firm provides integrated financial advice, investment management, and holistic wealth solutions to high-net-worth families, individuals, and select pooled investment vehicles. With approximately 12 employees as of 2025, Curated Wealth Partners leverages its boutique and client-centered approach to deliver personalized financial well-being and long-term guidance. The firm has a notable presence managing nearly $1.4 billion in assets, serving primarily high-net-worth individuals in the United States.
Investment Strategy
Curated Wealth Partners adopts a multi-asset investment approach, managing diversified portfolios across equity, ETF, and alternative investment vehicles. Their strategy emphasizes integrated, tailored solutions for high-net-worth families and individuals, focusing on long-term capital growth, downside protection, and robust risk management. Portfolio construction is rooted in both direct security selection and ETF allocations (e.g., SPDR S&P 500, Vanguard S&P 500, Dimensional ETFs), with flexibility to incorporate both discretionary and non-discretionary assets. The firm emphasizes partnership and holistic guidance, coordinating investment management with broader financial and estate planning needs.
Top Holdings
Equity Positions (154)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APO | APOLLO GLOBAL MGMT INC | 35.93% | $297.0M | 2,228,836 | $118.80 | $133.27 | -$19.3M |
A ARES | ARES MANAGEMENT CORPORATION | 27.44% | $226.8M | 1,418,643 | $136.22 | $159.89 | -$31.1M |
V VOO | VANGUARD INDEX FDS | 4.63% | $38.2M | 62,454 | $519.71 | $612.38 | +$6.1M |
S SPY | SPDR S&P 500 ETF TR | 4.16% | $34.4M | 51,633 | $547.91 | $666.18 | +$2.5M |
D DFAI | DIMENSIONAL ETF TRUST | 2.75% | $22.8M | 625,987 | $30.20 | $36.35 | +$1.5M |