Investment adviser · CRD 319448

CORIENT

Investment adviser filing (IA)

CORIENT PRIVATE WEALTH LP

MIAMI, FL, United States · Form ADV filed Aug 21, 2026

Regulatory AUM: $165B
Client accounts: 113,752
Employees: 1,537
Advisory professionals: 620

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	19,571	$155,025,336,759	93.8%
Charities	311	$3,517,310,769	2.1%
Individuals	6,392	$2,672,850,510	1.6%
Corporations & businesses	164	$2,189,196,521	1.3%
Retirement plans	97	$1,157,490,712	0.7%
Other clients	36	$284,586,700	0.2%
Other investment advisers	Fewer than 5	$244,845,218	0.1%
Insurance companies	Fewer than 5	$86,012,027	0.1%
Investment companies	7	$73,787,105	0.0%
Banks & thrifts	Fewer than 5	$1,020,232	0.0%

Filing source

Form ADV 2127465 · Aug 21, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 21, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Market timing · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

830 BRICKELL PLAZA, SUITE 4800
MIAMI, FL, 33131, United States

CRD 319448

Filing source

Form ADV 2127465 · Aug 21, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.