Curated Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,565,000,000
Clients
68
Advisors
5
of 12 employees
About
Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, corporations and special purpose vehicles. The firm provides holistic balance-sheet advisory, portfolio construction and manager selection across public and private markets, and also offers consulting and family office services such as bookkeeping, bill pay and cash‑flow reporting.
Curated Wealth Partners customizes portfolios using a mix of directly managed holdings and third‑party Independent Managers, and it manages substantial assets on both discretionary and non‑discretionary terms (approximately $889 million discretionary and $873 million non‑discretionary as of 12/31/2025). The firm recommends and facilitates investments in private funds and SPVs, conducts manager diligence and ongoing monitoring, and may act as manager or general partner to affiliated private vehicles while providing related due diligence and performance reporting.
Notable features that distinguish the firm from many peers include a large amount of assets relative to its advisor headcount (approximately $1.76 billion in AUM with five advisors), its role as adviser and general partner to affiliated private vehicles with performance‑based compensation, and its willingness to use margin or other borrowing in certain separately managed accounts. The firm’s family office arrangements can extend to operational authorities—such as bill payment, designated signatory access and limited account servicing—that are less common among similarly sized advisory teams.
Client services
Expertise
Fee options
Up to 1.50% annually, based on portfolio size and composition; fees are negotiable and may be lower depending on various factors
Performance-based fees earned as general partner of affiliated special purpose vehicles/private funds, calculated based on share of net realized income and gains/losses of the funds.
Family Office Services fees are negotiable; may be charged monthly or included in asset management advisory fee.
Account minimum: $25,000,000 and/or $250,000 minimum fee Minimum fee: Minimum fee of $250,000 Fee-only: Fixed consulting fees not exceeding $1,000,000, negotiable by scope and complexity, generally billed monthly in advance, with potential annual 5% increase.
Main office
2101 E El Segundo Blvd., Suite 501
El Segundo CA 90245
Advisors at this office
5
Most active in
California · Delaware · Florida · Nevada · New York · South Dakota · Utah
Also doing business as
Curated Wealth Partners, LLC · Sherlock Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ryan R
Series 63, Series 65
El Segundo, CA
Curated Wealth Partners, LLC
Ryan Reid is a financial advisor at Curated Wealth Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC for eight years. Prior to his financial career, he was affiliated with Butler University for two years. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, and charitable organizations by providing holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets. The firm also offers family office services and manages substantial assets with a combination of discretionary and non-discretionary accounts.
Richard W
CFA®, Series 63, Series 65
El Segundo, CA
Curated Wealth Partners, LLC
Richard Ward is a CFA® charterholder with 19 years of industry experience. He has worked at Curated Wealth Partners, LLC since 2018 and previously held roles at Deutsche Bank and Citigroup Global Markets. Richard holds Series 63 and Series 65 licenses. Curated Wealth Partners advises ultra-high-net-worth clients including individuals, families, trusts, and charitable organizations. The firm specializes in holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets, offering customized portfolios and comprehensive family office services.
Axel H
Series 65
El Segundo, CA
Curated Wealth Partners, LLC
Axel Hsu is a financial advisor at Curated Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Parametric Portfolio Associates and several other organizations. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and special purpose vehicles. The firm offers comprehensive balance-sheet advisory, portfolio construction, and manager selection services across public and private markets, along with family office services including bookkeeping and cash-flow reporting.
John S
Series 65, Series 66
El Segundo, CA
Curated Wealth Partners, LLC
John Sullivan is a financial advisor at Curated Wealth Partners, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Curated Wealth Partners since 2023, following previous roles at Asana Partners, Thompson Research Group, and Merrill. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and special purpose vehicles by providing holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets. The firm also offers family office services and manages substantial assets both on discretionary and non-discretionary terms.
Lee H
Series 63, Series 65
El Segundo, CA
Curated Wealth Partners, LLC
Lee Hutter is a financial advisor with Curated Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Curated Wealth Partners since 2018 and previously worked at Deutsche Bank from 2014 to 2018. Curated Wealth Partners serves ultra-high-net-worth clients including individuals, families, trusts, and charitable organizations, offering services such as portfolio construction, manager selection, and family office support. The firm manages substantial assets using a combination of directly managed holdings and third-party managers, and acts as adviser and general partner to affiliated private vehicles.
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