0001085146-24-000090.txt : 20240109 0001085146-24-000090.hdr.sgml : 20240109 20240108215911 ACCESSION NUMBER: 0001085146-24-000090 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240109 DATE AS OF CHANGE: 20240108 EFFECTIVENESS DATE: 20240109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Curated Wealth Partners LLC CENTRAL INDEX KEY: 0001781284 ORGANIZATION NAME: 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: 24521631 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 12-31-2023 12-31-2023 false Curated Wealth Partners LLC

2321 ROSECRANS AVE SUITE 2215 EL SEGUNDO CA 90245

13F HOLDINGS REPORT 028-20885 N Richard A. Ward 310-356-0830 /s/Richard A. Ward El Segundo CA 01-07-2024 8 231 612233256 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 2674000 7000000 SH SOLE 7000000 0 0 A2Z SMART TECHNOLOGIES CORP COM 00249W100 BBG00JXQRF10 114166 83333 SH SOLE 83333 0 0 ABBOTT LABS COM 002824100 BBG001S5N9M6 74298 675 SH OTR 7 0 0 675 ABBOTT LABS COM 002824100 BBG001S5N9M6 1114678 10127 SH OTR 4 0 0 10127 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 130950 845 SH SOLE 845 0 0 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 75624 488 SH OTR 4 0 0 488 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 35488 229 SH OTR 8 0 0 229 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 90967 587 SH OTR 7 0 0 587 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 669537 1908 SH OTR 5 0 0 1908 ACCENTURE PLC IRELAND 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