0001781284-22-000001.txt : 20220203 0001781284-22-000001.hdr.sgml : 20220203 20220203092029 ACCESSION NUMBER: 0001781284-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220203 DATE AS OF CHANGE: 20220203 EFFECTIVENESS DATE: 20220203 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: 22586772 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 true false 0001781284 XXXXXXXX 12-31-2021 12-31-2021 Curated Wealth Partners LLC

2321 ROSECRANS AVE SUITE 2215 EL SEGUNDO CA 90245

13F HOLDINGS REPORT 028-20885 N Susan Moffat (310) 356-0856 Susan Moffat El Segundo CA 02-03-2022 6 252 309297 false 2 Diamond Hill 3 DSM Capital Partners 4 Kayne Anderson 5 Parametric 6 Schafer Cullen 7 Zachs INFORMATION TABLE 2 curated_4q2021.inftbl.xml ABBOTT LABS COM 002824100 1044 7420 SH OTR 2 0 0 7420 ABBOTT LABS COM 002824100 94 664 SH OTR 5 0 0 664 ABBOTT LABS COM 002824100 102 721 SH SOLE 721 0 0 ABBVIE INC COM 00287Y109 260 1918 SH OTR 2 0 0 1918 ABBVIE INC COM 00287Y109 31 229 SH OTR 7 0 0 229 ABBVIE INC COM 00287Y109 77 572 SH OTR 5 0 0 572 ABBVIE INC COM 00287Y109 93 690 SH SOLE 690 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 485 1169 SH OTR 5 0 0 1169 ACUSHNET HLDGS CORP COM 005098108 684 12887 SH OTR 4 0 0 12887 ADOBE SYSTEMS INCORPORATED COM 00724F101 352 622 SH OTR 3 0 0 622 ADOBE SYSTEMS INCORPORATED COM 00724F101 152 269 SH OTR 5 0 0 269 ALPHABET INC CAP STK CL A 02079K305 800 276 SH OTR 3 0 0 276 ALPHABET INC CAP STK CL A 02079K305 617 213 SH OTR 5 0 0 213 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