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CORIENT SHC WEALTH MANAGEMENT (US) LP
CRD 151225File 801-70638
APPROVED
Retail clients
Custody
Filing as of Jul 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.34B
Top 25% of cohort (national)
Discretionary AUM
$1.46B
Non-discretionary $880.2M
Clients
74
130 accounts
Employees
36
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 7, 2009
- Principal office
- TWO LIBERTY PLACE, FLOOR 34, PHILADELPHIA, PA, 19102
- Phone
- 610-545-6100
- Website
- https://corient.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.34B
- Discretionary AUM
- $1.46B
- Non-discretionary AUM
- $880.2M
- Discretionary accounts
- 71
- Non-discretionary accounts
- 59
- Total accounts
- 130
- AUM per client
- $31.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $12.1M |
| High net worth individuals | 73 | $2.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 38 | 36 | decreased by2 |
| Apr 1, 2026 | Employees | 45 | 38 | decreased by7 |
| Apr 1, 2026 | Clients | 66 | 74 | increased by8 |
| Apr 1, 2026 | AUM | $6,051,403,909 | $2,343,505,235 | decreased by$3,707,898,674 |
| Apr 1, 2026 | Accounts | 116 | 130 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 45 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 23 | 66 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,654,702,946 | $6,051,403,909 | increased by$2,396,700,963 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 257 | 116 | decreased by141 |
| Apr 1, 2022 | Employees | 24 | 20 | decreased by4 |
| Apr 1, 2022 | Clients | 17 | 23 | increased by6 |
| Apr 1, 2022 | AUM | $1,446,653,148 | $3,654,702,946 | increased by$2,208,049,798 |
| Apr 1, 2022 | Accounts | 159 | 257 | increased by98 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORIENT SHC” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORIENT SHC” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.