Corient Shc Wealth Management (US) LP

Overview

Corient Shc Wealth Management (US) LP is an independent registered investment adviser organized as a limited partnership and operating since 2009. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that selects third‑party managers in addition to providing direct portfolio management and financial planning. Its advisory activities include discretionary and non‑discretionary portfolio management for individuals and pooled vehicles, financial planning, and the selection of other advisers. Fee arrangements are mixed: percentage of assets under management, fixed fees, and performance‑based fees all appear in the fee schedule. The firm does not identify as an ESG‑active investor and is not set up as a multi‑state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices