# Curated Wealth Partners

Curated Wealth Partners is a Multi Family Office based in El Segundo, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** El Segundo, United States
- **Region:** North America
- **Address:** El Segundo, CA, United States
- **Founded:** 2018
- **Assets under management:** 1448 (Altss estimate)
- **Website:** www.curatedwealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/curated-wealth-partners

## Regulatory record

- **CRD number:** 297852
- **SEC file number:** 801-113890
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297852

## About

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.

## Sectors

- Private Equity
- Private Credit
- Real Estate
- Infrastructure

## People

- Lee Hutter — Co-Founder and CEO
- Richard Ward — Chief Investment Officer and Partner
- Janne Kouri — Business Partner
- Ryan Reid — Vice President of Investments

## 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.

### What asset classes receive allocations?

The firm deploys capital into private equity, private credit, real estate, and infrastructure, all within North America.

## Related profiles

- [Horan Wealth](https://altss.com/profile/horan-wealth)
- [Perenne Investimentos](https://altss.com/profile/perenne-investimentos)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/curated-wealth-partners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology