Long-term investor
Curated Wealth Partners LLC @curatedwealthpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001781284).
Record
- Tracked since 2025-06-30 (473 days), 527 trades recorded
- Returns: week n/a · month n/a · 90 days +2.5% · 6 months +8.1% · 1 year +6.0% · all +6.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- APO · 21.0% · long · since 2025-09-30
- 03990B101 · 13.9% · long · since 2025-09-30
- 922908363 · 6.5% · long · since 2025-09-30
- 78462F103 · 3.4% · long · since 2025-09-30
- 25434V203 · 3.2% · long · since 2025-09-30
- AAPL · 2.4% · long · since 2025-09-30
- 381430602 · 2.2% · long · since 2026-06-30
- 25434V732 · 2.2% · long · since 2026-06-30
- 25861R881 · 1.7% · long · since 2026-03-31
- NVDA · 1.7% · long · since 2025-09-30
- MSFT · 1.5% · long · since 2025-09-30
- AMZN · 1.2% · long · since 2025-09-30