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Corient IA LP
Filed as CORIENT IA LP
Corient IA LP is an SEC-registered investment advisory firm in Miami, FL, registered since 2023, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 7, 2026.
Quick answers
From the filingHow is Corient IA LP compensated?
On its Form ADV (Item 5.E, October 2026), Corient IA LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Corient IA LP located?
Corient IA LP's principal office is in Miami, FL, according to its Form ADV; the August 2026 filing also lists 8 other offices (Schedule D, Section 1.F).
Is Corient IA LP registered with the SEC or a state?
Corient IA LP is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326262.
How much does Corient IA LP manage?
Corient IA LP reports $5,109,695,381 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary).
How have Corient IA LP's assets and staff changed since 2023?
In the Form ADV data for Corient IA LP: Regulatory assets under management: $703,304,747 in the October 2023 data and $5,109,695,381 in the October 2026 data, up 627%. Total employees: 1 in October 2023 and 100 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Corient IA LP serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (187).
Does Corient IA LP report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326262
What changed in Corient IA LP's recent Form ADV filings?
In the August 2026 filing data: Changed its legal name from Corient IA LLC to Corient IA LP. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated June 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$5,109,695,381 as of October 2026, filing dated July 7, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 100. Performing investment advisory functions: 49.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
8 other offices, as of the August 2026 filing
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $5,109,695,381 | 100 | July 7, 2026 |
| October 2025 | $3,676,726,400 | 90 | April 30, 2025 |
| October 2024 | $4,597,756,883 | 93 | September 10, 2024 |
| October 2023 | $703,304,747 | 1 | July 31, 2023 |
Regulatory assets under management: $703,304,747 in the October 2023 data and $5,109,695,381 in the October 2026 data, up 627%.
Total employees: 1 in October 2023 and 100 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Changed its legal name from Corient IA LLC to Corient IA LP.
- Updated its list of owners and control persons (Schedule A).
- July 2026
- Registered or notice-filed in DE.
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 41 to 49.
- Regulatory assets under management went from $3,676,726,400 to $5,109,695,381 (+39%).
- Registered or notice-filed in FL.
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in FL.
- December 2025
- Registered or notice-filed in MI, NJ.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Corient IA LP (CRD 326262): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/corient-ia-lp-miami-fl-326262