Corient Shc Partners (US) LP

Overview

Corient Shc Partners (US) LP is an independent RIA organized as a limited partnership and registered with the SEC in 2017. The firm acts as a capital allocator for both individual/family and institutional clients and offers a mix of advisory services including financial planning, portfolio management for individuals and pooled vehicles, and the selection of outside advisers. It also lists CPO/CTA activity among its business functions. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based compensation. Corient does not identify as an active ESG investor and is not operating as a multi-state adviser. The firm maintains relationships across the financial services ecosystem — including broker-dealers, trust companies, accounting and law firms — and has roles that include sponsorship or management of pooled investment vehicles. That positioning suggests Corient blends direct portfolio management with delegated or co-managed strategies and third-party allocations.

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