Corient Ia LP

RIASEC RegisteredEst. 2023
Total AUM
$5.1B
Discretionary
$5.1B
100% of AUM
Avg account
$27.3M
Accounts
187
Employees
100
Advisory reps
6

Firm details

Headquarters
Miami, Florida
CRD number
326262
Registered since
May 9, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Corient Ia LP is a limited partnership that acts as a multifaceted fund manager for institutional clients. Registered with the SEC in 2023, the firm focuses on portfolio management for pooled investment vehicles and operates under a fee model that combines a percentage-of-AUM charge with performance-based fees. It is organized as a domestic entity with individual ownership ties and is not positioned as a capital allocator. The firm’s structure and registrations indicate involvement across several industry roles: it maintains broker-dealer relationships, functions as an additional investment adviser in some capacities, is active as a CPO/CTA, and serves as sponsor, general partner, or managing member for pooled vehicles. Corient Ia LP does not identify as an active ESG investor and does not advertise multi-state adviser status or pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Leonard Gullan

    Leonard Gullan

    Partner, Chief Operating OfficerCRD 7722217

  • Francisco Tobias Marin

    Francisco Tobias Marin

    Partner, CFOCRD 5148063

  • Stephen Estep

    Stephen Estep

    Chief Compliance OfficerCRD 4158295

Contacts

3 of 3
  • Peter Watson

    Board MemberCRD 7462122

  • Alexander Eppler

    Head of Client OperationsCRD 8066629

  • Scott Akins

    Scott Akins

    Partner, General CounselCRD 3098849

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$4.6M in ETFs

Passive

100%

$4.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$1.8M2,75038.99%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth