0001085146-22-003404.txt : 20221014 0001085146-22-003404.hdr.sgml : 20221014 20221013201805 ACCESSION NUMBER: 0001085146-22-003404 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221014 DATE AS OF CHANGE: 20221013 EFFECTIVENESS DATE: 20221014 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Curated Wealth Partners LLC CENTRAL INDEX KEY: 0001781284 IRS NUMBER: 831882756 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20885 FILM NUMBER: 221310074 BUSINESS ADDRESS: STREET 1: 2321 ROSECRANS AVE STREET 2: SUITE 2215 CITY: EL SEGUNDO STATE: CA ZIP: 90245 BUSINESS PHONE: 3103560830 MAIL ADDRESS: STREET 1: 2321 ROSECRANS AVE STREET 2: SUITE 2215 CITY: EL SEGUNDO STATE: CA ZIP: 90245 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001781284 XXXXXXXX 09-30-2022 09-30-2022 false Curated Wealth Partners LLC

2321 ROSECRANS AVE SUITE 2215 EL SEGUNDO CA 90245

13F HOLDINGS REPORT 028-20885 N Richard A. Ward 310-356-0830 /s/Richard A. Ward El Segundo CA 10-10-2022 7 214 340464 1 BRECKINRIDGE CAPITAL ADVISORS 2 CULLEN CAPITAL MANAGEMENT LLC 3 DIAMOND HILL CAPITAL MANAGEMENT 4 DSM CAPITAL PARTNERS LLC 5 KAYNE ANDERSON RUDNICK INVESTMENT 6 PARAMETRIC PORTFOLIO ASSOCIATES 7 ZACKS INVESTMENT MANAGEMENT INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 71 730 SH SOLE 730 0 0 ABBOTT LABS COM 002824100 16 168 SH OTR 7 0 0 168 ABBOTT LABS COM 002824100 1057 10931 SH OTR 3 0 0 10931 ABBOTT LABS COM 002824100 65 664 SH OTR 6 0 0 664 ABBVIE INC COM 00287Y109 31 229 SH OTR 7 0 0 229 ABBVIE INC COM 00287Y109 167 1253 SH SOLE 1253 0 0 ABBVIE INC COM 00287Y109 80 610 SH OTR 6 0 0 610 ABBVIE INC COM 00287Y109 104 772 SH OTR 3 0 0 772 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 274 1066 SH OTR 6 0 0 1066 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 179 693 SH OTR 4 0 0 693 ACUSHNET HLDGS CORP COM 005098108 539 12391 SH OTR 5 0 0 12391 ADOBE SYSTEMS INCORPORATED COM 00724F101 14 50 SH SOLE 50 0 0 ADOBE 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