# Corient SHC Partners (US) LP

> 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.

- CRD: 289784
- Filed as: CORIENT SHC PARTNERS (US) LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289784
- AdvisorCensus page: https://advisorcensus.com/firm/corient-shc-partners-us-lp-philadelphia-pa-289784

## Quick answers

**How is Corient SHC Partners (US) LP compensated?**
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.

**How much does Corient SHC Partners (US) LP charge?**
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.

**Where is Corient SHC Partners (US) LP located?**
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).

**Is Corient SHC Partners (US) LP registered with the SEC or a state?**
Corient SHC Partners (US) LP is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289784.

**How much does Corient SHC Partners (US) LP manage?**
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).

**How have Corient SHC Partners (US) LP's assets and staff changed since 2021?**
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.

**What types of clients does Corient SHC Partners (US) LP serve?**
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).

**Which custodians does Corient SHC Partners (US) LP use?**
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.

**Does Corient SHC Partners (US) 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/289784

**What changed in Corient SHC Partners (US) LP's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> 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.

- Flat fee: $5,000 to $2,000,000 (standalone financial planning and consulting services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,707,949,153
- Discretionary: $722,722,272
- Non-discretionary: $985,226,881

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 36 | $1,437,336,423 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $270,612,730 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 36 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY, PA
- 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
- Boston, MA
- New York, NY
- Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- corient.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,741,715,743 | 24 | April 16, 2021 |
| October 2022 | $1,118,093,127 | 20 | May 6, 2022 |
| October 2023 | $1,043,241,335 | 26 | June 6, 2023 |
| October 2024 | $1,203,210,000 | 30 | April 4, 2024 |
| October 2025 | $847,859,613 | 45 | March 31, 2025 |
| October 2026 | $1,707,949,153 | 36 | July 13, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Changed its legal name from LGL Partners, LLC to Corient SHC Partners (US) LP.
- Updated its list of owners and control persons (Schedule A).

### July 2026
- 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).

### April 2026
- Employees performing advisory functions went from 26 to 24.
- Regulatory assets under management went from $847,859,613 to $1,707,949,153 (+101%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Corient SHC Partners (US) LP (CRD 289784): Form ADV filing data as of October 2026.