Corient Shc Partners (US) LP

Overview

Corient Shc Partners (US) LP is an independent registered investment adviser organized as a limited partnership and active as a capital allocator. Registered with the SEC in 2017, the firm serves both individual/family and institutional clients and offers a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It also engages in commodity pool operator/commodity trading adviser activities and is affiliated with a range of industry players (broker-dealers, trust companies, accountants, law firms, insurance companies) and acts as sponsor/GP or managing member of pooled vehicles. Fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices