Corient Shc Wealth Management (US) LP

Overview

Corient Shc Wealth Management (US) LP is an independent RIA organized as a limited partnership and registered with the SEC since 2009. The firm acts as a capital allocator for both individual/family and institutional clients, providing financial planning, discretionary and non-discretionary portfolio management, advisory services for pooled vehicles, and selection of third‑party managers. Its fee model includes AUM-based fees, fixed fees, and performance fees. Corient Shc does not identify as an active ESG investor and is not structured as a multi‑state adviser. Industry affiliations reported by the firm span broker‑dealers, trust companies, accounting and law firms, insurance companies, and sponsor/GP roles for pooled vehicles, which suggests the firm both sources and sponsors alternative vehicles in addition to managing advisory mandates.

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