# CURATED WEALTH PARTNERS, LLC

CURATED WEALTH PARTNERS, LLC of EL SEGUNDO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 297852
- Type: SEC-registered investment adviser
- SEC file number: 801-113890
- Location: 2101 E EL SEGUNDO BLVD., SUITE 501, EL SEGUNDO, CA, 90245
- Phone: 310-356-0830
- Latest filing: 2026-07-29
- Regulatory AUM: $1.8B
- Discretionary AUM: $889.0M
- Non-discretionary AUM: $873.0M
- Clients: 12
- Accounts: 421

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Richard Alan Ward | MANAGING MEMBER | El Segundo, CA |
| Susan Dawn Moffat | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | El Segundo, CA |
| Lee Benjamin Hutter | MANAGING MEMBER | El Segundo, CA |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| HUTTER LEE BENJAMIN | MANAGING MEMBER | — |
| MOFFAT SUSAN DAWN | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| WARD RICHARD ALAN | MANAGING MEMBER | — |


## Private funds (7)

Mix: Venture Capital Fund 4 · Other Private Fund 1 · Private Equity Fund 2

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CURATED INVESTMENT PARTNERS I, LLC | Other Private Fund | Delaware | 12 | $18.3M | $500K |
| CWP HUMBLE GROWTH II | Venture Capital Fund | Delaware | 15 | $12.4M | $50K |
| CWP AEEC LP | Venture Capital Fund | New York | 19 | $10.5M | $500K |
| CWP STRIPES FUND VII | Venture Capital Fund | Delaware | 15 | $9.3M | $50K |
| CURATED LGLU LLC | Private Equity Fund | Delaware | 7 | $7.6M | — |
| CWP SHINE FUND III LP | Venture Capital Fund | New York | 9 | $1.8M | $100K |
| CWP GLENDOWER VI, LP | Private Equity Fund | New York | 0 | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297852/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297852/similar
- Related entities: https://search.stillhousedata.com/firm/297852/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297852

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.