Curated Wealth Partners specializes in providing holistic investment advisory services to ultra high net worth individuals and their families. Curated Wealth Partners’ investment advice covers a wide variety of asset classes in both public and private markets including equities, fixed income, hedge funds, direct private equity and real estate as well as private equity and real estate funds. Through dealings with the Firm’s main client base Curated Wealth Partners also provides advice to, and regarding, trusts, estates, retirement assets, charitable organizations, investment partnerships and corporations. Curated Wealth Partners offers tailored investment advice that is customized for each client based on their specific goals, objectives, and risk tolerance. Curated Wealth Partners’ advice will vary depending on the specific arrangement with each client. Curated Wealth Partners will have ongoing discussions with clients to determine their objectives, willingness for risk, investment time horizon and liquidity needs. Curated Wealth Partners’ services allow for strategic planning regarding both liquid and illiquid assets and the Firm will take a solutions-based approach for complex holdings. While Curated Wealth Partners’ advice will vary depending on the profile of each client, the offering will be anchored by the primary services listed below:
• Holistic advisory across entirety of clients’ full balance sheets;
• Portfolio Construction and Asset Allocation;
• Manager diligence and selection, individual security level supervision;
• Ongoing portfolio monitoring and performance reporting;
• Private market & real estate investing in both direct deals and comingled fund structures. Curated Wealth Partners will manage accounts on both a discretionary and non-discretionary basis generally guided by market conditions. Curated Wealth Partners has discretionary authority over certain client accounts established by a limited power of attorney effecting transactions on behalf of the client. Curated Wealth Partners will directly manage client accounts utilizing some or all of the following securities: Mutual Funds, Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), Closed End Funds, Index Funds, and Alternative Investment Funds. Curated Wealth Partners will recommend to clients a diversified portfolio of underlying investments that are primarily funds and/or separate accounts managed by outside (third party) managers (“Independent Managers”). From time-to-time the Firm manages individual securities on a discretionary basis. Curated Wealth Partners also has arrangements with certain client accounts that are non-discretionary where clients direct Curated Wealth Partners to effect transactions in both public and private investments. For certain clients Curated Wealth Partners will offer investment services for both private market and real estate investments. Curated Wealth Partners will seek to source, diligence, invest and monitor positions in these assets. These investments will utilize both debt and equity positions directly, or in pooled vehicles. Currently, Curated Wealth Partners only recommends pooled vehicles created and managed by third parties. In the future, however, Curated Wealth Partners anticipates creating and managing certain pooled vehicles. When pooled vehicles are used the client will give discretion to the managing member or general partner of those funds. Curated Wealth Partners plans to use a wide range of relationships to source deals, including the Firm’s existing relationships, as well as the Firm’s client relationships and their networks. Clients have the flexibility to impose reasonable restrictions and guidelines on the investment of their assets (securities, types of securities and vehicles, industry sectors). Clients should understand that these types of restrictions negatively affect investment performance. Through ongoing discussions with clients, Curated Wealth Partners expects to be made aware of any changes to clients’ financial circumstances, objectives, and tolerance for risk. Curated Wealth Partners has been registered as an investment adviser since August 2018 and is wholly owned by Lee B. Hutter, Susan D. Moffat, and Richard A. Ward. While this brochure generally describes the business of Curated Wealth Partners, certain sections also discuss the activities of its Supervised Persons, which refer to the Firm’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), employees or other persons who provide investment advice on Curated Wealth Partners’ behalf and are subject to the Firm’s supervision or control. Consulting Services Curated Wealth Partners offers clients a broad range of consulting services, which include any or all of the following functions:
• Business Planning
• Trust and Estate Planning
• Investment Consulting
• Insurance Planning
• Retirement Planning
• Risk Management
• Charitable Giving
• Distribution Planning
• Tax Planning
• Manager Diligence
• Consulting for Concentrated Positions In performing these services, Curated Wealth Partners is not required to verify any information received from the client or from the client’s other professionals (e.g., attorneys, accountants, etc.,) and is expressly authorized to rely on such information. Curated Wealth Partners recommends certain clients engage the Firm for additional related services and/or other professionals to implement its recommendations. Clients are advised that a conflict of interest exists for the Firm to recommend that clients

engage Curated Wealth Partners or its affiliates to provide (or continue to provide) additional services for compensation, including investment management services. Clients retain absolute discretion over all decisions regarding implementation and are under no obligation to act upon any of the recommendations made by Curated Wealth Partners under a consulting engagement. Clients are advised that it remains their responsibility to promptly notify the Firm of any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, or revising Curated Wealth Partners’ recommendations and/or services. Family Office Services Curated Wealth Partners will engage certain Clients under separate agreement for Family Office Services. This includes bookkeeping and bill pay services, cash flow forecasting, financial reporting and basic financial statement preparation. Although clients have the option to be remote approvers for transactions on accounts, they can also opt out of the approval process and choose to name Curated Wealth Partners personnel to be non-owner signers on a bank account with varying levels of authority. On accounts where Curated Wealth Partners has been authorized as a designated signor, Curated Wealth Partners personnel will have the ability to pay bills, initiate ACH transactions, auto-debits, and wires on behalf of the owners of the account. All cash disbursement procedures and approval processes will be formalized with Client at the outset of the agreement and will be reviewed with the Client when necessary and never less frequently than annually. Client bank accounts will be funded from time to time, as necessary, to allow Curated Wealth Partners to perform its duties as per the agreement on behalf of the client. At no time will Curated Wealth Partners have the ability to automatically fund bank accounts where Curated Wealth Partners has deemed custody without proper consent from the Client. Client may also grant Curated Wealth Partners access to credit card accounts in order to perform its duties under the agreement. Access will be granted for the purpose of obtaining statements for payment and to record and capture expenses paid via credit card. Clients will receive on an on-going basis, and no less than monthly, cash flow reports and financial statements no less frequent than quarterly. Curated Wealth Partners will determine reporting packages at commencement of agreement with Client and the Client is encouraged to review financial statements each period. In addition to bank account and credit card access, Clients may also grant Curated Wealth Partners access to passwords and login information to their personal accounts including but not limited to: home utilities, mortgage loan accounts, 401k accounts, insurance policies (including life insurance) and credit monitoring services. Family Office Services will work with a third-party payroll tax advisor provider such as Paychex or ADP to coordinate payroll returns on behalf of Client. Family Office Services, under the direct approval from the Client, may also engage additional outside professionals such as attorneys and accountants for legal, tax and estate planning advice, with any incurred costs to be passed along to the client for these outside services. Use of Independent Managers As mentioned above, Curated Wealth Partners selects certain Independent Managers to actively manage a portion of its clients’ assets. The specific terms and conditions under which a client engages an Independent Manager may be set forth in a separate written agreement with the designated Independent Manager. In addition to this brochure, clients may also receive the written disclosure documents of the respective Independent Managers engaged to manage their assets. Curated Wealth Partners evaluates a variety of information about Independent Managers, which includes the Independent Managers’ public disclosure documents, materials supplied by the Independent Managers themselves and other third-party analyses it believes are reputable. To the extent possible, the Firm seeks to assess the Independent Managers’ investment strategies, past performance and risk results in relation to its clients’ individual portfolio allocations and risk exposure. Curated Wealth Partners also takes into consideration each Independent Manager’s management style, returns, reputation, financial strength, reporting, pricing and research capabilities, among other factors. Curated Wealth Partners continues to provide services relative to the discretionary or non-discretionary selection of the Independent Managers. On an ongoing basis, the Firm monitors the performance of those accounts being managed by Independent Managers. Curated Wealth Partners seeks to ensure the Independent Managers’ strategies and target allocations remain aligned with its clients’ investment objectives and overall best interests. Curated Wealth Partners commenced providing investment management services to an affiliated special purpose vehicles. Curated Wealth Partners is the manager of these vehicles. Curated Wealth Partners will recommend investment in these SPVs only to clients that satisfy applicable qualification standards. Clients considering investment in SPVs should carefully consider the risks and conflicts of interest discussed in the applicable investment documentation and this Form ADV Part 2A. This is not a public offer for investment in this private issue. AMOUNT OF MANAGED ASSETS As of 12/31/2022, Curated Wealth Partners managed $300,000,000 of assets on a discretionary basis and $430,000,000 on a non-discretionary basis.