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CORIENT IA LP
CRD 326262File 801-127886
APPROVED
Custody
Filing as of Jul 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.11B
Top 25% of cohort (national)
Discretionary AUM
$5.11B
Clients
187
187 accounts
Employees
100
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 9, 2023
- Principal office
- 830 BRICKELL PLAZA, SUITE 4800, MIAMI, FL, 33131
- Phone
- (305) 735-2020
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.11B
- Discretionary AUM
- $5.11B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 187
- Non-discretionary accounts
- 0
- Total accounts
- 187
- AUM per client
- $27.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 187 | $5.11B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 90 | 100 | increased by10 |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 105 | 187 | increased by82 |
| Apr 1, 2026 | AUM | $3,676,726,400 | $5,109,695,381 | increased by$1,432,968,981 |
| Apr 1, 2026 | Accounts | 105 | 187 | increased by82 |
| May 1, 2025 | 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 IA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CORIENT IA” 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.