Curated Wealth Partners
Curated Wealth Partners is a multi-family office headquartered in El Segundo. Founded in 2018 with backing from a small group of successful entrepreneurial families, the firm advises a select community on investment strategy, estate planning, tax...
Curated Wealth Partners
Curated Wealth Partners is a multi-family office headquartered in El Segundo. Founded in 2018 with backing from a small group of successful entrepreneurial families, the firm advises a select community on investment strategy, estate planning, tax coordination, and lifestyle administration. Its leadership team combines private banking and institutional investing experience to simplify complex financial lives—delivers integrated wealth management and unbiased private investment access.
General information
Firm type
Multi Family Office
Year founded
2018
AUM
—
Location
Region
North America
Country
—
City
El Segundo
Corporate office
2101 E El Segundo Blvd, Ste 501, El Segundo, CA 90245
Frequently asked questions
What is Curated Wealth Partners?
Curated Wealth Partners is a multi family office headquartered in El Segundo.
When was Curated Wealth Partners founded?
Curated Wealth Partners was founded in 2018.
Where is Curated Wealth Partners headquartered?
Curated Wealth Partners is headquartered in El Segundo, in the North America region.
What does Altss track for Curated Wealth Partners?
Altss maintains an OSINT-verified profile of Curated Wealth Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Curated Wealth Partners's website?
Curated Wealth Partners's public website is www.curatedwealthpartners.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Curated Wealth Partners?
Curated Wealth Partners is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Curated Wealth Partners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Curated Wealth Partners?
Curated Wealth Partners's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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