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CORIENT
Legal name: CORIENT PRIVATE WEALTH LP
CRD 319448File 801-124978
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$165.25B
Top 10% of cohort (national)
Discretionary AUM
$148.00B
Non-discretionary $17.25B
Clients
26,550
113,752 accounts
Employees
1,537
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 12, 2022
- Principal office
- 830 BRICKELL PLAZA, SUITE 4800, MIAMI, FL, 33131
- Phone
- (305) 735-2020
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $165.25B
- Discretionary AUM
- $148.00B
- Non-discretionary AUM
- $17.25B
- Discretionary accounts
- 104,460
- Non-discretionary accounts
- 9,292
- Total accounts
- 113,752
- AUM per client
- $6.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 164 | $2.19B |
| Insurance companies | Fewer than 5 | $86.0M |
| Investment companies | 7 | $73.8M |
| Charitable organizations | 311 | $3.52B |
| Other investment advisers | Fewer than 5 | $244.8M |
| High net worth individuals | 19,571 | $155.03B |
| Banking or thrift institutions | Fewer than 5 | $1.0M |
| Pension and profit sharing plans | 97 | $1.16B |
| Individuals (other than high net worth individuals) | 6,392 | $2.67B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — % OF ASSETS UNDER ADVISEMENT
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Educational seminars
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
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
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 26586 | 26550 |
| 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.