Form D · Other Investment Fund

Curated LGLU LLC

El Segundo, CA · CIK 0001988104

Offering snapshot reported Jun 25, 2025 · SEC filing

Reported sold
$10.9M
Indefinite offering
Investors reported
7
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Jul 20, 2023
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$5.43M$10.9MAug 18, 2023: $5,000,000.00Aug 18, 2023Jun 25, 2025: $10,867,922.00Jun 25, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$5,000,000 → $10,867,922

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 25, 2025Amendment$10,867,922$5,867,922vs Aug 18, 20237SEC filing
Aug 18, 2023Initial$5,000,000No comparison7SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-490200

Source: Form D, filed Jun 25, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

CURATED LGLU LLC

Investment adviser: CURATED WEALTH PARTNERS, LLC

Gross asset value
$7.62M
Beneficial owners
7
ADV minimum commitment
$0

Reported in Form ADV on Jul 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL, L.L.P. MANHATTAN BEACH, California, United States
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
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

Filing source

Form ADV 2122926 · Jul 29, 2026 · Schedule D 7.B.(1), fund 805-6970270694

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Lee Hutter Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2101 E El Segundo Blvd. Suite 501
El Segundo, CA, 90245