Investment adviser · CRD 297852
CURATED WEALTH PARTNERS, LLC
Investment adviser filing (IA)
EL SEGUNDO, CA, United States · Form ADV filed Jul 29, 2026
- Regulatory AUM
- $1.76B Form ADV · Item 5.F
- Client accounts
- 421 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 68 | $1,565,000,000 | 88.8% |
| Pooled investment vehicles | 6 | $197,000,000 | 11.2% |
Filing source
Form ADV 2122926 · Jul 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
8 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CURATED INVESTMENT PARTNERS I, LLCOther Private Fund · Last reported Jul 29, 2026$18.3MGross asset value
Form D fundraising filings
Curated Investment Partners I LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER AND TIDWELL, L.L.P.
PCAOB 410
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-4559535640
- Reported beneficial owners
- 12
- Minimum commitment
- $500K
- Form D file number
- 021-421294
Form ADV 2122926 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CWP HUMBLE GROWTH IIVenture Capital Fund · Last reported Jul 29, 2026$12.4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO
PCAOB 243
Fund details & source
- Fund ID
- 805-6829321502
- Reported beneficial owners
- 15
- Minimum commitment
- $50K
- Form D file number
- 021-587336
Form ADV 2122926 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CWP AEEC LPVenture Capital Fund · Last reported Jul 29, 2026$10.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO
PCAOB 243
Fund details & source
- Fund ID
- 805-1897661865
- Reported beneficial owners
- 19
- Minimum commitment
- $500K
- Form D file number
- 021-558706
Form ADV 2122926 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CWP STRIPES FUND VIIVenture Capital Fund · Last reported Jul 29, 2026$9.25MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO
PCAOB 243
Fund details & source
- Fund ID
- 805-4548861738
- Reported beneficial owners
- 15
- Minimum commitment
- $50K
- Form D file number
- 021-582955
Form ADV 2122926 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CURATED LGLU LLCPrivate Equity Fund · Last reported Jul 29, 2026$7.62MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER AND TIDWELL, L.L.P.
PCAOB 410
J.P. MORGAN SECURITIES LLC
SEC 8-35008
Fund details & source
- Fund ID
- 805-6970270694
- Reported beneficial owners
- 7
- Minimum commitment
- $0
- Form D file number
- 021-490200
Form ADV 2122926 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CWP SHINE FUND III LPVenture Capital Fund · Last reported Jul 29, 2026$1.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO
PCAOB 243
Fund details & source
- Fund ID
- 805-6177922284
- Reported beneficial owners
- 9
- Minimum commitment
- $100K
- Form D file number
- 021-561738
Form ADV 2122926 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CWP GLENDOWER VI, LPPrivate Equity Fund · Last reported Jul 29, 2026$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO
PCAOB 243
Fund details & source
- Fund ID
- 805-8765910283
- Reported beneficial owners
- 0
- Minimum commitment
- $0
Form ADV 2122926 · Jul 29, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 29, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
2101 E EL SEGUNDO BLVD., SUITE 501EL SEGUNDO, CA, 90245, United States
CRD 297852
Filing source
Form ADV 2122926 · Jul 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.