Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Curated Wealth Partners, LLC

Curated Wealth Partners, LLC

Multi-stage venture firm · probableEl Segundo, CAcuratedwealthpartners.comSEC registered investment adviser

Curated Wealth Partners is a boutique multi-family office and investment advisor bringing decades of experience, deep personal attention, and one team to your side for every decision.

both early and growth/opportunity families, reported GAV $60M

Importance
19
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
56
elevated
Freshness
99
high
Research priority
10
low
Identity and regulatory footprint
Headquarters
El Segundo, CAadviserinfo.sec.gov
Office address
2101 E EL SEGUNDO BLVD., SUITE 501, El Segundo, CA, 90245adviserinfo.sec.gov
Business phone
310-356-0830adviserinfo.sec.gov
Website
http://www.curatedwealthpartners.com
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jul 29, 2026
Private funds reported
7 (4 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$59.9Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$1.8Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
12
business phone
310-356-0830adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
family office
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
7 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
CWP Humble Growth IIGrowth fund2026 form d first saleFundraising$12.4M
Sep 12, 2026
15$12.4MJun 15, 2026
CWP Aeec LPFund2025 form d first saleFundraising$10.5M
Sep 12, 2026
19$10.5MSep 25, 2025
Curated Lglu LLCFund2023 form d first saleFundraising$7.6M
Sep 12, 2026
7$10.9MJun 25, 2025
Curated Investment Partners I, LLCFund2021 form d first saleMature$18.3M
Sep 12, 2026
12$17.9MNov 16, 2021
CWP Stripes Fund VIIFundunknownFundraising$9.3M
Sep 12, 2026
15$0May 5, 2026
CWP Shine Fund III LPFundunknownFundraising$1.8M
Sep 12, 2026
9$0Oct 22, 2025
CWP Glendower VI, LPFundunknownFundraising$0
Sep 12, 2026
0$0May 5, 2026
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
3 current, 0 departed
LEE Benjamin Hutter
Managing Member · since Sep 1, 2018
Managing partner
FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Richard Alan Ward
Managing Member · since Sep 1, 2018
Managing partner
FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Susan Dawn Moffat
Managing Member And Chief Compliance Officer · since Sep 1, 2018
Managing partner
FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
8 dated events
  1. Sep 12, 2026
    Curated Wealth Partners, LLC: INSTITUTIONAL_VC -> MULTI_STAGE_VC (both early and growth/opportunity families, reported GAV $60M)
    Classification changedClassificationInferenceno URL
  2. Sep 12, 2026
    CWP Stripes Fund VII first reported on Form ADV by Curated Wealth Partners, LLC, GAV $9,250,000
    Fund first reported on Form ADVFundsFactCWP Stripes Fund VIIIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  3. Sep 12, 2026
    CWP Humble Growth II first reported on Form ADV by Curated Wealth Partners, LLC, GAV $12,400,000
    Fund first reported on Form ADVFundsFactCWP Humble Growth IIIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  4. Sep 12, 2026
    CWP Glendower VI, LP first reported on Form ADV by Curated Wealth Partners, LLC
    Fund first reported on Form ADVFundsFactCWP Glendower VI, LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  5. Sep 12, 2026
    CWP Aeec LP first reported on Form ADV by Curated Wealth Partners, LLC, GAV $10,525,000
    Fund first reported on Form ADVFundsFactCWP Aeec LPIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  6. Sep 12, 2026
    Curated Lglu LLC first reported on Form ADV by Curated Wealth Partners, LLC, GAV $7,621,108
    Fund first reported on Form ADVFundsFactCurated Lglu LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  7. Sep 12, 2026
    Curated Investment Partners I, LLC first reported on Form ADV by Curated Wealth Partners, LLC, GAV $18,332,038
    Fund first reported on Form ADVFundsFactCurated Investment Partners I, LLCIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
  8. Aug 28, 2018
    Curated Wealth Partners, LLC appears on the SEC adviser roster (RIA)
    First SEC adviser filingOrganizationFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Classification history
  1. Sep 13, 2026
    Multi-stage venture firm (probable, 80%, cls-1)
    both early and growth/opportunity families, reported GAV $60M
  2. Sep 12, 2026
    Institutional venture firm (probable, 70%, cls-1)
    venture manager with no reported fund assets yet (scale unknown)
Evidence
29 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedJul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserJul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2026-07-29Jul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Adv pdf loadedadv-pdf-1Sep 12, 2026FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
SEC statusApprovedJul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2018-08-28Jul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone310-356-0830Jul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Contact page urlhttps://curatedwealthpartners.com/contact
“contact page linked from the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionCurated Wealth Partners is a boutique multi-family office and investment advisor bringing decades of experience, deep personal attention, and one team to your side for every decision.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionCurated Wealth Partners is a boutique multi-family office and investment advisor bringing decades of experience, deep personal attention, and one team to your side for every decision.
“meta description”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees12Jul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersEl Segundo, CAJul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address2101 E EL SEGUNDO BLVD., SUITE 501, El Segundo, CA, 90245Jul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Self-described typefamily_office
“Curated Wealth Partners | Multi-Family Office & Investment Advisor”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typefamily_office
“Curated Wealth Partners | Multi-Family Office & Investment Advisor”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Legal formLimited Liability CompanyJul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Other funds reported1Jul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported2Jul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Portfolio pagehttps://curatedwealthpartners.com/portfolio
“0 entries read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://curatedwealthpartners.com/portfolio
“0 entries read”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported7Jul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$59.9MJul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$1.8BJul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Team pagehttps://curatedwealthpartners.com/team
“0 name/title pairs read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://curatedwealthpartners.com/team
“0 name/title pairs read”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported4Jul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Websitehttp://www.curatedwealthpartners.comJul 29, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Site titleCurated Wealth Partners | Multi-Family Office & Investment Advisor
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleCurated Wealth Partners | Multi-Family Office & Investment Advisor
“title tag”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)