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RIA / WealthPrivate fundprivate equity fund3(c)(1)dropped

CURATED MONARCH LUFC LLC

advised by CURATED WEALTH PARTNERS, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ada9ca4c-bf77-1d70-dceb-39037e7a36ab

Data as of Jun 3, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 16, 2023 to Jun 3, 2024
4 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Curated Monarch Lufc LLC

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: CURATED WEALTH PARTNERS, LLCCRD 297852
Fund type: Private Equity Fund
Latest reported GAV: $2,511gross asset value on Schedule D 7.B(1), as of 2024-06-03; never fund size
Peak reported GAV: $17.1M
Beneficial owners: 7
Minimum investment: $0
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Form D file number: 021-47503an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 16, 2023
Last reported: Jun 3, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 4
Fund id: 805-8323675085

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jun 3, 2024	$2,511	7	$0	0.0%	yes	CURATED MONARCH LUFC LLC
Jan 31, 2024	$2,511	7	$0	0.0%	yes	CURATED MONARCH LUFC LLC
Jun 1, 2023	$17.1M	16	$0	0.0%	yes	CURATED MONARCH LUFC LLC
Mar 16, 2023	$17.1M	16	$0	0.0%	yes	CURATED MONARCH LUFC LLC

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
J.P. MORGAN SECURITIES LLC	J.P. MORGAN SECURITIES LLC	NEW YORK	New York	United States	no	8-35008
SILICON VALLEY BANK	SILICON VALLEY BANK	SANTA CLARA	California	United States	no	n/a

Relationships

Advises (1)

← CURATED WEALTH PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA
Mar 16, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ada9ca4c-bf77-1d70-dceb-39037e7a36ab
First observed: Mar 16, 2023
Last observed: Jun 3, 2024 27 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CURATED MONARCH LUFC LLC

advised by CURATED WEALTH PARTNERS, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ada9ca4c-bf77-1d70-dceb-39037e7a36ab

Data as of Jun 3, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jun 3, 2024

$2,511

0.0%

yes

CURATED MONARCH LUFC LLC

Jan 31, 2024

$2,511

0.0%

yes

CURATED MONARCH LUFC LLC

Jun 1, 2023

$17.1M

0.0%

yes

CURATED MONARCH LUFC LLC

Mar 16, 2023

$17.1M

0.0%

yes

CURATED MONARCH LUFC LLC

Custodian

Legal name

City

State

Country

Related person

SEC number

J.P. MORGAN SECURITIES LLC

NEW YORK

New York

United States

8-35008

SILICON VALLEY BANK

SANTA CLARA

California

United States

n/a