Curated Wealth Partners LLC
Position in APAM — Artisan Partners Asset Management Inc.
CIK 1781284
EL SEGUNDO, CA
Position in APAM
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$352,618
-$42,151 QoQ
Shares Held
9,690
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in APAM Over Time
Shares Held
Position Value (USD)
Derivatives in APAM
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$419,572
PutShares
9,167
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026Curated Wealth Partners LLC holds $414,790,524 across 10 Asset Management names. APAM ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
2,219,266 | $247,270,617 | |
| 2 | ARES |
Ares Management Corp
|
1,468,535 | $160,217,167 | |
| 3 | ARCC |
Ares Capital Corp
|
161,868 | $2,916,861 | |
| 4 | BX |
Blackstone Inc.
|
11,282 | $1,297,316 | |
| 5 | BCSF |
Bain Capital Specialty Finance, Inc.
|
100,000 | $1,240,000 | |
| 6 | ARDC |
Ares Dynamic Credit Allocation Fund, Inc.
|
88,053 | $1,070,724 | |
| 7 | APAM |
Artisan Partners Asset Management Inc.
This page
|
9,690 | $352,618 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
5,997 | $242,698 |
All Filings in APAM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $352,618 | 9,690 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $394,769 | 9,690 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $320,161 | 7,377 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $327,022 | 7,377 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $288,440 | 7,377 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $317,579 | 7,377 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $319,571 | 7,377 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $304,448 | 7,377 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $419,572 | 9,167 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $436,144 | 9,872 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $369,410 | 9,872 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $388,068 | 9,872 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $315,706 | 9,872 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $293,198 | 9,872 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $272,262 | 10,110 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $359,612 | 10,110 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $191,437 | 4,865 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $231,768 | 4,865 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $281,632 | 5,757 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $292,570 | 5,757 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $280,100 | 5,369 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $244,904 | 4,865 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||