CORIENT IA LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 326262
- Registered since
- May 9, 2023
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Corient Ia LLC is a multi-strategy fund manager that operates across hedge funds, private equity, real estate and venture capital strategies. The firm is SEC-registered (2023) and serves an institutional client base, positioning itself as a manager and sponsor of pooled investment vehicles rather than a third-party capital allocator. Its advisory work centers on portfolio management for pooled vehicles, and its organizational roles include acting as sponsor, general partner and managing member for funds it runs. Corient charges asset-based fees alongside performance-based (incentive) fees, reflecting a manager-compensation model tied to both scale and results. Industry affiliations reported for the firm include broker-dealer relationships, other investment adviser roles, CPO/CTA activity and trust-company and accounting links, indicating an operational footprint that reaches into fund administration and related services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Leonard Gullan
Partner, Chief Operating OfficerCRD 7722217
FRANCISCO TOBIAS MARIN
Partner, CFOCRD 5148063
STEPHEN ESTEP
Chief Compliance OfficerCRD 4158295
Contacts
3 of 3PETER WATSON
Board MemberCRD 7462122
ALEXANDER EPPLER
Head of Client OperationsCRD 8066629
SCOTT AKINS
Partner, General CounselCRD 3098849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$4.6M in ETFs
100%
$4.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $1.8M | 2,750 | 38.99% |
Location
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 830 Brickell Plz
- Time zone
- ET (UTC-5)
- Office locations
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