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CRD 297852
EL SEGUNDO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN LEIGHTON SULLIVAN | n/a | EL SEGUNDO, CA | 1 | 13 | 1 | no |
| Ryan J Reid | n/a | EL SEGUNDO, CA | 1 | 11 | 1 | no |
| Axel J Hsu | n/a | EL SEGUNDO, CA | 0 | 10 | n/a | no |
| RICHARD ALAN WARD | Chartered Financial Analyst | EL SEGUNDO, CA | 0 | 18 | 2 | no |
| LEE BENJAMIN HUTTER | n/a | EL SEGUNDO, CA | 0 | 31 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CURATED INVESTMENT PARTNERS I, LLC | Other Private Fund | $18.3M | Jul 29, 2026 | 12 | Nov 30, 2021 | reported | 021-421294 |
| CWP HUMBLE GROWTH II | n/a | $12.4M | Jul 29, 2026 | 15 | Jul 29, 2026 | reported | 021-587336 |
| CWP AEEC LP | n/a | $10.5M | Jul 29, 2026 | 19 | Jul 29, 2026 | reported | 021-558706 |
| CWP STRIPES FUND VII | n/a | $9.3M | Jul 29, 2026 | 15 | Jul 29, 2026 | reported | 021-582955 |
| CURATED LGLU LLC | Private Equity Fund | $7.6M | Jul 29, 2026 | 7 | Jan 31, 2024 | reported | 021-490200 |
| CWP SHINE FUND III LP | n/a | $1.8M | Jul 29, 2026 | 9 | Jul 29, 2026 | reported | 021-561738 |
| CURATED MONARCH LUFC LLC | Private Equity Fund | $2,511 | Jun 3, 2024 | 7 | Mar 16, 2023 | dropped | 021-47503 |
| CWP GLENDOWER VI, LP | n/a | $0 | Jul 29, 2026 | 0 | Jul 29, 2026 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HUTTER, LEE, BENJAMIN | MANAGING MEMBER | C | yes | 09/2018 | Jul 29, 2026 | Jul 29, 2026 |
| MOFFAT, SUSAN, DAWN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | yes | 09/2018 | Jul 29, 2026 | Jul 29, 2026 |
| WARD, RICHARD, ALAN | MANAGING MEMBER | B | yes | 09/2018 | Jul 29, 2026 | Jul 29, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 18, 2026 | $1.8B | $889M | 12 | 5 | 0 | 5 | n/a |
| 2024 | Apr 1, 2025 | $1.4B | $565M | 12 | 3 | 0 | 2 | n/a |
| 2023 | Jan 31, 2024 | $966M | $371M | 10 | 3 | 0 | 3 | $21.8M |
| 2022 | Feb 7, 2023 | $730M | $300M | 8 | 3 | 0 | 1 | $17.9M |
| 2021 | Feb 28, 2022 | $573M | $301M | 7 | 2 | 0 | 1 | $17.9M |
| 2020 | Mar 8, 2021 | $350M | $245M | 6 | 2 | 0 | n/a | n/a |
| 2019 | Mar 23, 2020 | $226M | $162M | 5 | 2 | 0 | n/a | n/a |
| 2018 | Mar 26, 2019 | $120M | $97.3M | 4 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 3 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.8B | $1.4B | 21.7% | $730M | 34.1% | 12 | 12 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| DEUTSCHE BANK SECURITIES INC. | 2 | Sep 18, 2018 | Dec 5, 2025 | LOS ANGELES, CA | Team lift out | Ibd to new firm | 13.3% |