Data / Investment advisers / California / Curated Wealth Partners, LLC
Curated Wealth Partners, LLC, El Segundo, CA: $1.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Curated Wealth Partners, LLC is an SEC registered investment adviser with its main office in El Segundo, California and reports $1.8 billion in regulatory assets under management in its Form ADV filed October 22, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 7 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 297852
- SEC file number
- 801-113890
- SEC status
- Approved, effective August 28, 2018
- Main office
- 2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245
- Phone
- (310) 356-0830
- Website
- curatedwealthpartners.com
- Regulatory AUM
- $1,762,000,000 in the Form ADV filed October 22, 2026
- Discretionary AUM
- $889,000,000
- Non discretionary AUM
- $873,000,000
- Accounts
- 421
- Employees
- 12, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 7: 4 venture capital funds, 2 private equity funds, 1 other private fund
- Gross assets of private funds
- $59,930,146
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 68 | $1.57 billion |
| Pooled investment vehicles | 6 | $197 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.76 billion | March 18, 2026 |
| December 1, 2025 | $1.45 billion | April 1, 2025 |
Other advisers in El Segundo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ducenta Squared Asset Management | El Segundo | $3.35 billion | Not listed | adviserinfo.sec.gov |
| Nassau Coramerica LLC | El Segundo | $3.22 billion | 4 | adviserinfo.sec.gov |
| Validus Capital LLC | El Segundo | $2.54 billion | 12 | adviserinfo.sec.gov |
| Pacific Income Advisers Inc | El Segundo | $2.25 billion | Not listed | adviserinfo.sec.gov |
| Granite Investment Partners, LLC | El Segundo | $1.84 billion | 1 | adviserinfo.sec.gov |
| Transom Capital Group | El Segundo | $1.68 billion | 11 | adviserinfo.sec.gov |
| Regatta Capital Group, LLC | El Segundo | $1.55 billion | 4 | adviserinfo.sec.gov |
| Thorofare, LLC | El Segundo | $1.40 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in El Segundo, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Curated Wealth Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.