Corient Ia LP
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 326262
- Registered since
- May 9, 2023
- Website
- corient.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Corient Ia LP is a limited partnership registered with the SEC in 2023 that operates as a multifaceted fund manager across several product types. The firm is classified simultaneously as a hedge fund, private equity fund manager, real estate fund manager, venture capital fund manager and an “other” fund provider, and it serves an institutional client base. It advises and manages pooled investment vehicles and also acts in sponsor/GP and managing-member roles for funds. The firm’s compensation includes both a percentage-of-AUM component and performance-based fees. Corient Ia LP does not position itself as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Stephen Estep
Chief Compliance OfficerCRD 4158295
Leonard Gullan
Partner, Chief Operating OfficerCRD 7722217
Francisco Tobias Marin
Partner, CFOCRD 5148063
Contacts
3 of 3
Scott Akins
Partner, General CounselCRD 3098849
Peter Watson
Board MemberCRD 7462122
Alexander Eppler
Head of Client OperationsCRD 8066629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$676K in ETFs
100%
$676K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BITCOIN TRUST ETF (IBIT) | BlackRock | Passive | Digital Assets | $300K | 9,000 | 44.31% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 830 Brickell Plz
- Time zone
- ET (UTC-5)
- Office locations
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