Curated Wealth Partners LLC

Q1 2025 13F Detailed Holdings

Location
El Segundo, CA
Holdings as of
3/31/2025
Value ($000)
$772,925
Num holdings
289
Date filed
4/15/2025
Form type
13F-HR
Prev filing
1/21/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 BELMONT CAPITAL GROUP
2 BLACKROCK INVESTMENT MANAGEMEN
3 BRECKINRIDGE CAPITAL ADVISORS
4 DIAMOND HILL CAPITAL MANAGEMEN
5 DSM CAPITAL PARTNERS LLC
6 KAYNE ANDERSON RUDNICK INVESTM
7 NEUBERGER BERMAN INVESTMENT AD
8 PARAMETRIC PORTFOLIO ASSOCIATE
9 WASATCH ADVISORS INC
10 WASATCH ADVISORS LP
11 ZACKS INVESTMENT MANAGEMENT IN