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CORIENT IA LP
CRD 326262File 801-127886
APPROVED
Custody
Filing as of Jul 7, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| 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.