Curated Wealth Partners, LLC

Curated Wealth Partners, LLC is a Registered Investment Adviser specializing in providing holistic investment advisory services to ultra high net worth individuals and families. Established in August 2018, the firm offers tailored investment advice across various asset classes, including equities, fixed income, hedge funds, private equity, and real estate. They provide services on both discretionary and non-discretionary bases, managing accounts with a total of $565,000,000 on a discretionary basis and $883,000,000 on a non-discretionary basis as of 12/31/2024. Clients must meet a minimum portfolio value of $25,000,000 or a minimum fee of $250,000. The firm charges wealth management fees up to 1.50% annually based on assets under management, with fixed fees available for certain client holdings. Curated Wealth Partners acts as a fiduciary and offers consulting services, family office services, and investment discretion. The firm's investment strategies cover market risks, volatility risks, fixed income securities, mutual funds, ETFs, options, and more. They have a Code of Ethics in place and accept proxy voting authority on behalf of clients. The firm recommends the use of Charles Schwab & Co, Inc. for custody, brokerage, and clearing services. Curated Wealth Partners also manages special purpose vehicles for private offerings, with compensation in the form of asset management fees and carried interest.