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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.
Latest 13F Filing Activity
Curated Wealth Partners LLC filed their most recent 13F report on Sep 30, 2025 disclosing 154 equity positions with a total 13F market value of $827M. The fund increased holdings in Vanguard Index FDS, SPDR S&P 500 Etf TR, Apple Inc. among other positions. Curated Wealth Partners LLC reduced exposure to Ares Management Corporation, Apollo Global MGMT Inc., Ishares TR among others.
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 |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
J Jack Sullivan | Vice President - Investments | Los Angeles, CA , United States | |
 | Vice President - Investments | Los Angeles, CA , United States | |
 | Analyst | Los Angeles, CA , United States | |
R Richard Ward | Chief Investment Officer | Los Angeles, CA , United States |
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