Chief Investment Officer, Partner

0001085146-23-003873.txt : 20231024 0001085146-23-003873.hdr.sgml : 20231024 20231023204854 ACCESSION NUMBER: 0001085146-23-003873 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231024 DATE AS OF CHANGE: 20231023 EFFECTIVENESS DATE: 20231024 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: 231340959 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 09-30-2023 09-30-2023 false Curated Wealth Partners LLC

2321 ROSECRANS AVE SUITE 2215 EL SEGUNDO CA 90245

13F HOLDINGS REPORT 028-20885 N Richard A. Ward Chief Investment Officer, Partner 310-356-0830 /s/Richard A. Ward El Segundo CA 10-23-2023 8 224 548900213 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 3339000 7000000 SH SOLE 7000000 0 0 A2Z SMART TECHNOLOGIES CORP COM 00249W100 BBG00JXQRF10 137499 83333 SH SOLE 83333 0 0 ABBOTT LABS COM 002824100 BBG001S5N9M6 926950 9571 SH OTR 4 0 0 9571 ABBOTT LABS COM 002824100 BBG001S5N9M6 16658 172 SH OTR 8 0 0 172 ABBOTT LABS COM 002824100 BBG001S5N9M6 66730 689 SH OTR 7 0 0 689 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 125956 845 SH SOLE 845 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 82579 554 SH OTR 4 0 0 554 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 88393 593 SH OTR 7 0 0 593 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 38756 260 SH OTR 8 0 0 260 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 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