Investment adviser · CRD 170920

CORIENT CAPITAL PARTNERS, LLC

Investment adviser filing (IA)

NEWPORT BEACH, CA, United States · Form ADV filed Mar 2, 2023

Regulatory AUM: $4.99B
Client accounts: 4,695
Employees: 29
Advisory professionals: 13

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	318	$4,771,284,574	95.7%
Charities	Fewer than 5	$87,945,688	1.8%
Individuals	177	$51,050,046	1.0%
Insurance companies	Fewer than 5	$46,427,462	0.9%
Corporations & businesses	6	$30,630,330	0.6%

Filing source

Form ADV 1723844 · Mar 2, 2023 · 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.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Mar 2, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

500 NEWPORT CENTER DRIVE, SUITE 700
NEWPORT BEACH, CA, 92660, United States

CRD 170920

Filing source

Form ADV 1723844 · Mar 2, 2023 · 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.