Curated Wealth Partners LLC

Q1 2025 13F Holdings Report, Options Holdings

Signature - Title
Richard A. Ward - Chief Investment Officer, Partner
Location
El Segundo, CA
Options holdings as of
31 Mar 2025
Notional value $
$0
Number of holdings
0
Filing time
15 Apr 2025, 09:41:44
Description
All US holdings of this investor are reported in this report.
Previous filing
Q4 2024 - 21 Jan 2025
Next filing
Q2 2025 - 28 Jul 2025
Stock holdings
Showing options holdings, see here for stock holdings

Curated Wealth Partners LLC didn't report any options holdings as of Q1 2025. Check stock holdings.

Filing 2025 Q1 compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Richard A. Ward Chief Investment Officer, Partner El Segundo, California 08 Apr 2025

Other Included Managers (11):

Num Name Location File Number
1 BELMONT CAPITAL GROUP
2 BLACKROCK INVESTMENT MANAGEMEN
3 BRECKINRIDGE CAPITAL ADVISORS
4 DIAMOND HILL CAPITAL MANAGEMEN
5 Dsm Capital Partners Llc Palm Beach Gardens, FL
6 KAYNE ANDERSON RUDNICK INVESTM
7 NEUBERGER BERMAN INVESTMENT AD
8 PARAMETRIC PORTFOLIO ASSOCIATE
9 WASATCH ADVISORS INC
10 Wasatch Advisors Lp Salt Lake City, UT
11 ZACKS INVESTMENT MANAGEMENT IN