Curated Wealth Partners LLC

CIK
0001781284
City
EL SEGUNDO
State / Country
CA

Holdings in ARES

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $229,396,610 1,419,270
2025-09-30 $226,826,829 1,418,643
2025-06-30 $257,896,358 1,489,009
2025-03-31 $218,303,608 1,489,009
2024-12-31 $263,026,217 1,485,772
2024-09-30 $258,251,346 1,657,157
2024-06-30 $221,007,161 1,658,217
2024-03-31 $221,174,594 1,663,217
2023-12-31 $197,789,765 1,663,217
2023-09-30 $171,609,482 1,668,217
2023-06-30 $162,811,459 1,689,792
2023-03-31 $140,996,244 1,689,792
2022-12-31 $115,198,618 1,683,206
2022-09-30 $104,274,611 1,683,206
2022-06-30 $95,707,093 1,683,206
2022-03-31 $136,218,486 1,676,948
2021-12-31 $136,285,563 1,676,948
2021-09-30 $4,563,949 61,817
2021-06-30 $3,930,943 61,817
2021-03-31 $2,975,193 53,100
2020-12-31 $2,498,355 53,100