{ "crd_number": 326262, "slug": "corient-ia-lp-miami-fl-326262", "primary_business_name": "CORIENT IA LP", "legal_name": "CORIENT IA LP", "dbas": [], "city": "Miami", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-05-09", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-07-07", "carried_forward": false, "raum_total": 5109695381.0, "raum_discretionary": 5109695381.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 100, "advisory_employees": 49, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 5109695381.0, "count": 187 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "DE", "FL", "MI", "NJ", "NY", "OH", "TX", "WA" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326262", "city_as_filed": "MIAMI", "url": "https://advisorcensus.com/firm/corient-ia-lp-miami-fl-326262", "display_name": "Corient IA LP", "summary": "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.", "citation": "AdvisorCensus. Corient IA LP (CRD 326262): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Corient IA LP compensated?", "a": "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. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Corient IA LP located?", "a": "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)." }, { "q": "Is Corient IA LP registered with the SEC or a state?", "a": "Corient IA LP is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326262." }, { "q": "How much does Corient IA LP manage?", "a": "Corient IA LP reports $5,109,695,381 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary)." }, { "q": "How have Corient IA LP's assets and staff changed since 2023?", "a": "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." }, { "q": "What types of clients does Corient IA LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (187)." }, { "q": "Does Corient IA LP report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Corient IA LP's recent Form ADV filings?", "a": "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)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 703304747.0, "total_employees": 1, "filing_date": "2023-07-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4597756883.0, "total_employees": 93, "filing_date": "2024-09-10" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3676726400.0, "total_employees": 90, "filing_date": "2025-04-30" }, { "period": "2026-10-01", "regulatory_assets_under_management": 5109695381.0, "total_employees": 100, "filing_date": "2026-07-07" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Changed its legal name from Corient IA LLC to Corient IA LP.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Registered or notice-filed in DE.", "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "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)." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in FL." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Registered or notice-filed in MI, NJ." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/corient-ia-lp-miami-fl-326262.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 187, "fewer_than_5": false, "raum": 5109695381.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326262", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }