Curated Wealth Partners

Asset Manager SEC-registered adviser

Legal name: Curated Wealth Partners, LLC

El Segundo, CA Website LinkedIn

AUM

$1.8B
Regulatory AUM

Private funds

7
Venture Capital 4 · Private Equity 2 · Other 1

Private fund assets

$59.9M
Gross asset value

Employees

12

Last Form D raise

Jun 2026
Most recent fund filing

From SEC Form ADV filing (filed Jul 29, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

S
Managing Member and Chief Compliance Officer

Funds(7)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Cwp Humble Growth IIVenture Capital$12.4M$12.4M18Jun 2026Hot
Cwp Stripes Fund VIIVenture Capital$9.3M——May 2026Hot
Cwp Shine Fund III LPVenture Capital$1.8M——Oct 2025Warm
Cwp Aeec LPVenture Capital$10.5M$10.5M19Sep 2025Cool
Curated Lglu LLCPrivate Equity$7.6M$10.9M7Jun 2025Cool
Curated Investment Partners I, LLCOther$18.3M$17.9M12Nov 2021Cold
Cwp Glendower VI, LPPrivate Equity————

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
297852
SEC file number
801-113890

Sources