Chief Investment Officer, Partner

0001085146-23-001940.txt : 20230427 0001085146-23-001940.hdr.sgml : 20230427 20230427140121 ACCESSION NUMBER: 0001085146-23-001940 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230427 DATE AS OF CHANGE: 20230427 EFFECTIVENESS DATE: 20230427 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: 23854969 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 X0202 13F-HR LIVE false false false 0001781284 XXXXXXXX 03-31-2023 03-31-2023 false Curated Wealth Partners LLC

2321 ROSECRANS AVE SUITE 2215 EL SEGUNDO CA 90245

13F HOLDINGS REPORT 028-20885 N Richard A. Ward Chief Investment Officer, Partner 310-356-0830 /s/Richard A. Ward El Segundo CA 04-25-2023 8 231 444420107 1 BRECKINRIDGE CAPITAL ADVISORS 2 COLUMBIA MANAGEMENT INVESTMENT 3 CULLEN CAPITAL MANAGEMENT LLC 4 DIAMOND HILL CAPITAL MANAGEMENT 5 DSM CAPITAL PARTNERS LLC 6 KAYNE ANDERSON RUDNICK INVESTMENT 7 PARAMETRIC PORTFOLIO ASSOCIATE 8 ZACKS INVESTMENT MANAGEMENT INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 BBG001S5N9M6 69767 689 SH OTR 7 0 0 689 ABBOTT LABS COM 002824100 BBG001S5N9M6 1086317 10728 SH OTR 4 0 0 10728 ABBOTT LABS COM 002824100 BBG001S5N9M6 17417 172 SH OTR 8 0 0 172 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 200965 1261 SH SOLE 1261 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 98172 616 SH OTR 7 0 0 616 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 108053 678 SH OTR 4 0 0 678 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 41436 260 SH OTR 8 0 0 260 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 256086 896 SH OTR 5 0 0 896 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 303529 1062 SH OTR 7 0 0 1062 ACUSHNET HLDGS CORP COM 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