← Directory
CORIENT SHC WEALTH MANAGEMENT (US) LP
CRD 151225File 801-70638
APPROVED
Retail clients
Custody
Filing as of Jul 13, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.