0001085146-23-002628.txt : 20230711 0001085146-23-002628.hdr.sgml : 20230711 20230710213455 ACCESSION NUMBER: 0001085146-23-002628 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230711 DATE AS OF CHANGE: 20230710 EFFECTIVENESS DATE: 20230711 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: 231081095 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 06-30-2023 06-30-2023 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 07-07-2023 8 236 515046415 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 2U INC DEBT 4.500% 2/0 90214JAC5 4445000 7000000 SH SOLE 7000000 0 0 A2Z SMART TECHNOLOGIES CORP COM 00249W100 BBG00JXQRF10 210832 83333 SH SOLE 83333 0 0 ABBOTT LABS COM 002824100 BBG001S5N9M6 75114 689 SH OTR 7 0 0 689 ABBOTT LABS COM 002824100 BBG001S5N9M6 1103283 10120 SH OTR 4 0 0 10120 ABBOTT LABS COM 002824100 BBG001S5N9M6 18751 172 SH OTR 8 0 0 172 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 140793 1045 SH SOLE 1045 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 89326 663 SH OTR 4 0 0 663 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 82049 609 SH OTR 7 0 0 609 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 35030 260 SH OTR 8 0 0 260 ACCENTURE PLC IRELAND SHS CLASS A 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