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Curated Wealth Partners
Curated Wealth Partners began in 2018 under Lee Hutter with initial backing from entrepreneurial families. The firm provides coordinated investment strategy,...
Curated Wealth Partners
Curated Wealth Partners began in 2018 under Lee Hutter with initial backing from entrepreneurial families. The firm provides coordinated investment strategy, estate planning, tax oversight, and lifestyle administration from its base in El Segundo. Investment activity centers on four asset classes: private equity, private credit, real estate, and infrastructure. Allocations remain concentrated in North America. The firm maintains a private real estate portfolio of mixed-use assets in the United States and runs the Curated Private Fund. No specific portfolio company holdings appear in public records. The team includes Chief Investment Officer Richard Ward and Vice President Ryan Reid, who joined from J.P. Morgan Private Bank. Adjacent to the office sits NextStep Fitness, founded by Janne Kouri. No dated operational events from the past 24 months are recorded. The structure separates investment advice from product manufacturing, allowing direct access to private opportunities without internal fund conflicts.
General information
Firm type
Multi Family Office
Year founded
2018
Location
Region
North America
Country
United States
City
El Segundo
Corporate office
El Segundo, CA, United States
Principals
Lee Hutter
Co-Founder and CEO
Richard Ward
Chief Investment Officer and Partner
Janne Kouri
Business Partner
Ryan Reid
Vice President of Investments
Sector focus
Frequently asked questions
Who runs investment decisions at Curated Wealth Partners?
Richard Ward serves as Chief Investment Officer and Partner. Ryan Reid acts as Vice President of Investments after prior work at J.P. Morgan Private Bank.
How is Curated Wealth Partners structured relative to single-family offices?
It functions as a multi-family office that accepts capital from several entrepreneurial families rather than one lineage.
What asset classes receive allocations?
The firm deploys capital into private equity, private credit, real estate, and infrastructure, all within North America.
Does the firm maintain philanthropic vehicles?
NextStep Fitness, Inc. operates alongside the office and was founded by Janne Kouri, spouse of Lee Hutter.
Where does the underlying wealth originate?
Initial backing came from a small group of successful entrepreneurial families that remain clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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