{
  "crd_number": 289784,
  "slug": "corient-shc-partners-us-lp-philadelphia-pa-289784",
  "primary_business_name": "CORIENT SHC PARTNERS (US) LP",
  "legal_name": "CORIENT SHC PARTNERS (US) LP",
  "dbas": [],
  "city": "Philadelphia",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-09-13",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-07-13",
  "carried_forward": false,
  "raum_total": 1707949153.0,
  "raum_discretionary": 722722272.0,
  "raum_non_discretionary": 985226881.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 36,
  "advisory_employees": 22,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 1437336423.0,
      "count": 36
    },
    "pooled_investment_vehicles": {
      "raum": 270612730.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY",
    "PA"
  ],
  "websites": [
    "https://corient.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289784",
  "city_as_filed": "PHILADELPHIA",
  "url": "https://advisorcensus.com/firm/corient-shc-partners-us-lp-philadelphia-pa-289784",
  "display_name": "Corient SHC Partners (US) LP",
  "summary": "Corient SHC Partners (US) LP is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 13, 2026.",
  "citation": "AdvisorCensus. Corient SHC Partners (US) LP (CRD 289784): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Corient SHC Partners (US) LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Corient SHC Partners (US) LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Corient SHC Partners (US) LP charge?",
      "a": "Its Form ADV Part 2A brochure dated June 30, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it); Flat fee: $5,000 to $2,000,000 (standalone financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Corient SHC Partners (US) LP located?",
      "a": "Corient SHC Partners (US) LP's principal office is in Philadelphia, PA, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Corient SHC Partners (US) LP registered with the SEC or a state?",
      "a": "Corient SHC Partners (US) LP is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289784."
    },
    {
      "q": "How much does Corient SHC Partners (US) LP manage?",
      "a": "Corient SHC Partners (US) LP reports $1,707,949,153 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (42% discretionary)."
    },
    {
      "q": "How have Corient SHC Partners (US) LP's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Corient SHC Partners (US) LP: Regulatory assets under management: $1,741,715,743 in the October 2021 data and $1,707,949,153 in the October 2026 data, down 2%. Total employees: 24 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Corient SHC Partners (US) LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (36); pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Which custodians does Corient SHC Partners (US) LP use?",
      "a": "Corient SHC Partners (US) LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Corient SHC Partners (US) 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/289784"
    },
    {
      "q": "What changed in Corient SHC Partners (US) LP's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Changed its legal name from LGL Partners, LLC to Corient SHC Partners (US) LP. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1741715743.0,
      "total_employees": 24,
      "filing_date": "2021-04-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1118093127.0,
      "total_employees": 20,
      "filing_date": "2022-05-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1043241335.0,
      "total_employees": 26,
      "filing_date": "2023-06-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1203210000.0,
      "total_employees": 30,
      "filing_date": "2024-04-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 847859613.0,
      "total_employees": 45,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1707949153.0,
      "total_employees": 36,
      "filing_date": "2026-07-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Changed its legal name from LGL Partners, LLC to Corient SHC Partners (US) LP.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Reported a succession: took over the business of LGL Partners, LLC (CRD 289784) on June 1, 2026.",
        "Employees performing advisory functions went from 24 to 22.",
        "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 26 to 24.",
        "Regulatory assets under management went from $847,859,613 to $1,707,949,153 (+101%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $5,000 to $2,000,000 (standalone financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The Firm’s asset-based fee generally varies between 0.25% and 1.50% of the assets under management depending on the size of the investment portfolio, the complexity of an engagement and the type of services to be rendered."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $2,000,000 (standalone financial planning and consulting services)"
        ],
        "quotes": [
          "LGL charges a fixed fee for its standalone financial planning and consulting services. These fees are negotiable, but generally range from $5,000 to $2,000,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 2000000.0,
          "period": "one_time",
          "service": "standalone financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "The Firm’s asset-based fee generally varies between 0.25% and 1.50% of the assets under management depending on the size of the investment portfolio, the complexity of an engagement and the type of services to be rendered.",
      "LGL charges a fixed fee for its standalone financial planning and consulting services. These fees are negotiable, but generally range from $5,000 to $2,000,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES 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-shc-partners-us-lp-philadelphia-pa-289784.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 1437336423.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 270612730.0
    }
  ],
  "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/289784",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}