Corient Ia LP

RIASEC RegisteredEst. 2023
Total AUM
$5.1B
Discretionary
$5.1B
100% of AUM
Avg account
$27.3M
Accounts
187
Employees
100
Advisory reps
6

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Leonard Gullan

    Leonard Gullan

    Partner, Chief Operating OfficerCRD 7722217

  • Francisco Tobias Marin

    Francisco Tobias Marin

    Partner, CFOCRD 5148063

  • Stephen Estep

    Stephen Estep

    Chief Compliance OfficerCRD 4158295

Contacts

3 of 3
  • Peter Watson

    Board MemberCRD 7462122

  • Alexander Eppler

    Head of Client OperationsCRD 8066629

  • Scott Akins

    Scott Akins

    Partner, General CounselCRD 3098849

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$338K in ETFs

Passive

100%

$338K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES BITCOIN TRUST ETF (IBIT)BlackRockPassiveDigital Assets$300K9,00088.63%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth