Instuitional Investor - Curated Wealth Partners Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. APO 2,399,131 $223,575,023 36.51%
2. ARES 1,663,217 $197,789,765 32.3%
3. SPY 41,305 $19,632,681 3.2%
4.
Vanguard Index Fds
30,779 $13,444,267 2.19%
5. TEX 176,922 $10,165,938 1.66%