Curated Wealth Partners LLC

Q1 2026 13F-HR Detailed Holdings

Location
El Segundo, CA
Holdings as of
3/31/2026
Value ($000)
$793,611,048
Num holdings
572
Date filed
4/9/2026
Form type
13F-HR
Prev filing
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
4/9/2026
 Price As-Of
3/31/2026
 Price Now
4/24/2026

Other Managers

Num Name File Number
12 GATEWAY INVESTMENT ADVISERS LL
13 AQR CAPITAL MANAGEMENT LLC
14 GOLDMAN SACHS ASSET MANAGEMENT
15 TOWNSQUARE CAPITAL LLC
2 BLACKROCK INVESTMENT MANAGEMEN
3 BRECKINRIDGE CAPITAL ADVISORS
4 DIAMOND HILL CAPITAL MANAGEMEN
5 DSM CAPITAL PARTNERS LLC
6 KAYNE ANDERSON RUDNICK INVESTM
7 NEUBERGER BERMAN INVESTMENT AD
8 PARAMETRIC PORTFOLIO ASSOCIATE
9 WASATCH ADVISORS INC