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CORIENT
Legal name: CORIENT PRIVATE WEALTH LP
CRD 319448File 801-124978
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 21, 2026
Feed vintage Oct 1, 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
- Website
- https://www.corient.com
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
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 26,586 | 26,550 | decreased by36 |
| Apr 1, 2026 | Employees | 1,181 | 1,537 | increased by356 |
| Apr 1, 2026 | Clients | 25,061 | 26,586 | increased by1,525 |
| Apr 1, 2026 | AUM | $143,628,532,902 | $165,252,436,553 | increased by$21,623,903,651 |
| Apr 1, 2026 | Accounts | 109,685 | 113,752 | increased by4,067 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 60 | 1,181 | increased by1,121 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,493 | 25,061 | increased by23,568 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,622,056,450 | $143,628,532,902 | increased by$138,006,476,452 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,571 | 109,685 | increased by108,114 |
| Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Oct 1, 2022 | Employees | 1 | 60 | increased by59 |
| Oct 1, 2022 | AUM | $0 | $5,622,056,450 | increased by$5,622,056,450 |
| Oct 1, 2022 | Accounts | 0 | 1,571 | increased by1,571 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CORIENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORIENT” 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.