Form D · Other Banking and Financial Services
Curated Wealth Partners LLC
El Segundo, CA · CIK 0001781284
Offering snapshot reported Jul 1, 2019 · SEC filing
- Reported sold
- $1.75M Offering amount: $2M
- Investors reported
- 5 Form D · investor count
- Minimum accepted
- $250K Reported outside-investor minimum
- First sale
- Nov 30, 2018 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 1, 2019 | Initial | $1,750,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-343222
We planned on raising up to $2MM, when we closed on $1.75MM we decided to close the round.
Source: Form D, filed Jul 1, 2019. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| Lee Benjamin Hutter | Executive |
| Susan Dawn Moffat | Executive |
| Richard Alan Ward | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
2321 Rosecrans Ave Suite 2215
El Segundo, CA, 90245
El Segundo, CA, 90245