Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
831882756
SEC advisor number
801-113890
FINRA CRD number
297852
AUM ?
$966.00 mm
(as of 3 Jun 24)
Accounts
234
(as of 3 Jun 24)
Employees
10
(3 investment advisory or research)
Address
Curated Wealth Partners
2321 ROSECRANS AVE
SUITE 2215
EL SEGUNDO
CA 90245
2321 ROSECRANS AVE
SUITE 2215
EL SEGUNDO
CA 90245
Phone
3103560830
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22