CORINTHIAN PARTNERS ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2019

Total AUM

$62.9M

Discretionary

$62.9M

100% of AUM

Avg account

$210K

Accounts

299

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 109385
Registered since: July 1, 2019
Website: corinthianpartners.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals51.21%
Pension & Profit Sharing Plans18.6%
Corporations / Businesses17.65%
HNWI12.08%
Charitable Organizations0.46%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Corinthian Partners Asset Management LLC is a small, insurance-affiliated advisory firm focused on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm, organized as an LLC and SEC-registered in 2019, runs a fee mix that includes a percentage of AUM, hourly charges and fixed fees. Its stated investment orientation favors equities—particularly exchange-traded instruments—while also incorporating insurance products and third‑party real estate strategies into client programs. Corinthian Partners is not an active ESG investor and does not act as a capital allocator or pension consultant; instead it sources alternative exposure through outside managers and insurance channels consistent with its broker‑dealer and insurance company affiliations.