Corient Shc Wealth Management (US) LP
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 151225
- Registered since
- October 7, 2009
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI99.49%
- Investment Companies0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Corient Shc Wealth Management (US) LP is an independent registered investment adviser organized as a limited partnership and operating since 2009. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that selects third‑party managers in addition to providing direct portfolio management and financial planning. Its advisory activities include discretionary and non‑discretionary portfolio management for individuals and pooled vehicles, financial planning, and the selection of other advisers. Fee arrangements are mixed: percentage of assets under management, fixed fees, and performance‑based fees all appear in the fee schedule. The firm does not identify as an ESG‑active investor and is not set up as a multi‑state or newly formed adviser.
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
Asset composition
- Private Funds36%
- Public Funds/Mutual Funds33%
- Exchange Traded Equities18%
- Cash & Cash Equivalents10%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 4
Jonathan Walsh
Chief Compliance OfficerCRD 4961248

Keith Bloomfield
Founder & CEOCRD 5256516

Andrew Mehalko
Chief Investment OfficerCRD 1739679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$583M in ETFs
83%
$482M
16%
$101M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $157M | 209,297 | 26.87% |
Location
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 2 Liberty Pl
- Time zone
- ET (UTC-5)
- Office locations
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