Corient Ia LP
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 LP is organized as a limited partnership and is registered with the SEC (registration year: 2023). The firm operates across multiple product types: it is reported as a hedge fund, private equity manager, real estate fund manager, venture capital manager and a multifaceted fund manager. Its client base is institutional, and its advisory activity centers on portfolio management for pooled investment vehicles. The firm charges a mix of percentage-of-assets fees and performance-based fees, and it is listed as having industry roles beyond pure adviser duties — including acting as sponsor/GP or managing member of pooled vehicles and affiliations with broker-dealers and commodity pool/CTA activities. The firm is not characterized as an active ESG investor and is not presented as a capital allocator.
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 3
Leonard 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 3Active vs passive
$338K in ETFs
100%
$338K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $300K | 9,000 | 88.63% |
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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