CURATED WEALTH PARTNERS, LLC

Overview

Curated Wealth Partners, LLC is an independent registered investment adviser that operates as a capital allocator for a mix of high-net-worth individuals, families and institutional clients. The firm runs discretionary and non-discretionary portfolios, offers portfolio management for individuals and businesses, and selects outside managers when appropriate. Its fee model is a mix of percentage of AUM, fixed fees and performance-based fees, which aligns compensation with outcomes for some client mandates. Investment activity shows a clear tilt toward exchange-traded equities alongside active use of third-party alternative managers. Curated Wealth Partners structures portfolios using individual stocks and ETFs as the core liquid sleeve, then supplements client allocations with private market exposure — notably private equity, venture capital, private credit, hedge funds and real estate — via direct or fund-based commitments. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices