Corient Ia Lp
- Regulatory AUM
- $5.1B
- Discretionary
- $5.1B
- Clients
- 187
- Avg AUM / client
- $27.3M
- Accounts
- 187
- Employees
- 100
AUM over time
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 187 | $5.1B | 100.0% |
Private funds (86)
View all →Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $3.0B combined gross assets
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Akins, Scott, William | General Counsel | Mar 2023 (3y) | Less than 5% | |
| Gullan, Leonard, Lawrence Curle | Chief Operating Officer | Mar 2023 (3y) | Less than 5% | |
| Tobias Marin, Francisco | Chief Financial Officer | Jul 2023 (3y) | Less than 5% | |
| Watson, Peter, Yoshi | Head Of Alternatives | Aug 2023 (3y) | Less than 5% | |
| Stephen Chad Estep | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Corient Private Wealth Llc | Owner | Feb 2023 | A | 75% or more |
| Corient Partners Llc | Owner | Feb 2022 | B | ≈ 56.25% – 100% via Corient Private Wealth Llc |
| Corient Management Llc | Owner | Dec 2023 | B | ≈ 42.19% – 100% via Corient Partners Llc |
| Corient Holdings Inc | Owner | Jul 2023 | B | GP / trustee / elected manager of Corient Management Llc (indirect) |
| Ci Financial Corp. | Owner | Nov 2019 | B | GP / trustee / elected manager of Corient Holdings Inc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Corient Partners Llc: 75% – 100% of Corient Private Wealth Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Corient Management Llc: 75% – 100% of Corient Partners Llc × 75% – 100% of Corient Private Wealth Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (86, $3.0B gross assets)
Top 25 of 86 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 21.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗