{
  "crd_number": 319448,
  "slug": "corient-miami-fl-319448",
  "primary_business_name": "CORIENT",
  "legal_name": "CORIENT PRIVATE WEALTH 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": "2022-05-12",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-08-21",
  "carried_forward": false,
  "raum_total": 165252436553.0,
  "raum_discretionary": 148003059263.0,
  "raum_non_discretionary": 17249377290.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 1537,
  "advisory_employees": 620,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 284586700.0,
      "count": 36,
      "description": "OTHER TRUSTS AND PPLI"
    },
    "charitable": {
      "raum": 3517310769.0,
      "count": 311
    },
    "individuals": {
      "raum": 2672850510.0,
      "count": 6392
    },
    "banking_thrift": {
      "raum": 1020232.0,
      "count": 1,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 86012027.0,
      "count": 3,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 73787105.0,
      "count": 7
    },
    "pension_profit_sharing": {
      "raum": 1157490712.0,
      "count": 97
    },
    "other_investment_advisers": {
      "raum": 244845218.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 155025336759.0,
      "count": 19571
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 2189196521.0,
      "count": 164
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "market_timing",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://corient.com",
    "https://facebook.com/CorientPrivateWealth",
    "https://linkedin.com/company/corientprivatewealth",
    "https://youtube.com/@CorientPrivateWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/319448",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/corient-miami-fl-319448",
  "display_name": "Corient",
  "summary": "Corient is an SEC-registered investment advisory firm in Miami, FL, registered since 2022, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 21, 2026.",
  "citation": "AdvisorCensus. Corient (CRD 319448): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Market timing services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Corient compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Corient reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Corient located?",
      "a": "Corient's principal office is in Miami, FL, according to its Form ADV; the September 2026 filing also lists 24 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Corient registered with the SEC or a state?",
      "a": "Corient is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319448."
    },
    {
      "q": "How much does Corient manage?",
      "a": "Corient reports $165,252,436,553 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (90% discretionary)."
    },
    {
      "q": "How have Corient's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Corient: Regulatory assets under management: $5,622,056,450 in the October 2022 data and $165,252,436,553 in the October 2026 data, up 2839%. Total employees: 60 in October 2022 and 1,537 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Corient serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (19,571); individuals (other than high net worth individuals) (6,392); charitable organizations (311)."
    },
    {
      "q": "Which custodians does Corient use?",
      "a": "Corient's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Corient report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319448"
    },
    {
      "q": "What changed in Corient's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Changed its office addresses in Seattle, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5622056450.0,
      "total_employees": 60,
      "filing_date": "2022-09-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 94617046882.0,
      "total_employees": 825,
      "filing_date": "2023-08-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 118191936095.0,
      "total_employees": 845,
      "filing_date": "2024-07-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 143628532902.0,
      "total_employees": 1181,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 165252436553.0,
      "total_employees": 1537,
      "filing_date": "2026-08-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Changed its office addresses in Seattle, WA."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Item 11 disclosure answers changed: 2 yes answers, previously 1 (now yes: 11.E(2)).",
        "Changed its legal name from Corient Private Wealth LLC to Corient Private Wealth LP.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $143,628,532,902 to $165,252,436,553 (+15%).",
        "Added an office in Bellevue, WA.",
        "No longer lists an office in Charlotte, NC.",
        "No longer lists an office in Houston, TX.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.E(4))."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/corient-miami-fl-319448.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6392,
      "fewer_than_5": false,
      "raum": 2672850510.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 19571,
      "fewer_than_5": false,
      "raum": 155025336759.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1020232.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 7,
      "fewer_than_5": false,
      "raum": 73787105.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 97,
      "fewer_than_5": false,
      "raum": 1157490712.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 311,
      "fewer_than_5": false,
      "raum": 3517310769.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 4,
      "fewer_than_5": true,
      "raum": 244845218.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 3,
      "fewer_than_5": true,
      "raum": 86012027.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 164,
      "fewer_than_5": false,
      "raum": 2189196521.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 36,
      "fewer_than_5": false,
      "raum": 284586700.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/319448",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}