# 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.

- CRD: 326262
- Filed as: CORIENT IA LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: July 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326262
- AdvisorCensus page: https://advisorcensus.com/firm/corient-ia-lp-miami-fl-326262

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $5,109,695,381
- Discretionary: $5,109,695,381
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 187 | $5,109,695,381 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 100 total, 49 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, MI, NJ, NY, OH, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Birmingham, MI
- Dallas, TX
- Houston, TX
- Morristown, NJ
- New York, NY
- Newport Beach, CA
- Seattle, WA
- Shaker Heights, OH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $703,304,747 | 1 | July 31, 2023 |
| October 2024 | $4,597,756,883 | 93 | September 10, 2024 |
| October 2025 | $3,676,726,400 | 90 | April 30, 2025 |
| October 2026 | $5,109,695,381 | 100 | July 7, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corient IA LP (CRD 326262): Form ADV filing data as of October 2026.