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CORRIGO INVESTMENT PARTNERS, LLC

CRD 293620File 801-113497
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$707.2M
Above cohort median (national)
Discretionary AUM
$707.2M
Clients
3
3 accounts
Employees
6
Above cohort median in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Jun 25, 2018
Principal office
8911 N CAPITAL OF TEXAS HWY, SUITE 4200, AUSTIN, TX, 78759
Phone
212-924-3640
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$707.2M
Discretionary AUM
$707.2M
Non-discretionary AUM
$0
Discretionary accounts
3
Non-discretionary accounts
0
Total accounts
3
AUM per client
$235.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles3$707.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$675,137,133$707,247,162increased by$32,110,029
May 1, 2025
vs Oct 1, 2022
AUM$584,530,257$675,137,133increased by$90,606,876
Apr 1, 2022Employees76decreased by1
Apr 1, 2022AUM$566,844,090$584,530,257increased by$17,686,167
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CORRIGO INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORRIGO INVESTMENT” 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.