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 a limited partnership that acts as a multifaceted fund manager for institutional clients. Registered with the SEC in 2023, the firm focuses on portfolio management for pooled investment vehicles and operates under a fee model that combines a percentage-of-AUM charge with performance-based fees. It is organized as a domestic entity with individual ownership ties and is not positioned as a capital allocator. The firm’s structure and registrations indicate involvement across several industry roles: it maintains broker-dealer relationships, functions as an additional investment adviser in some capacities, is active as a CPO/CTA, and serves as sponsor, general partner, or managing member for pooled vehicles. Corient Ia LP does not identify as an active ESG investor and does not advertise multi-state adviser status or pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 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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