Corient Private Wealth LP
● SEC registered since 2022CRD 319448SEC# 801-124978Miami, FL
Reg. AUM
$165.25B
Employees
1,537
Accounts
113,752
Location
Miami, FL
Corient Private Wealth LP assets under management
Corient Private Wealth LP is an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2022. It reports $165.3 billion in regulatory assets under management and employs 1,537 people.
Corient Private Wealth LP owners & executives
29 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Eppler Control | Head Of Client Operations | Under 5% | 2025 |
| Andrew Mark Holmberg Control | Head Of Solutions | Under 5% | 2023 |
| Corient Partners LP Control | Owner | Over 75% | 2023 |
| Darren Lee Henderson Control | Head Of Us Wealth Advisory | Under 5% | 2025 |
| Francisco Tobias Marin Control | Chief Financial Officer | Under 5% | 2024 |
| Julie Lynn Silcox Control | Chief Marketing Officer | Under 5% | 2022 |
| Kurt MacAlpine Control | Chief Executive Officer | Under 5% | 2022 |
| Leonard Lawrence Curle Gullan Control | Chief Operating Officer | Under 5% | 2022 |
| Peter Yoshi Watson Control | Head Of Alternatives | Under 5% | 2023 |
| Scott William Akins Control | General Counsel | Under 5% | 2022 |
See all 29 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Corient Private Wealth LP manage?
Corient Private Wealth LP reports $165.3 billion in regulatory assets under management on its Form ADV.
How many employees does Corient Private Wealth LP have?
Corient Private Wealth LP reports 1,537 employees.
Where is Corient Private Wealth LP located?
Corient Private Wealth LP is based in Miami, FL and has been SEC-registered since 2022.
Does Corient Private Wealth LP disclose fund performance?
Corient Private Wealth LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 830 Brickell Plaza, Suite 4800, Miami, FL 33131 |
| Phone | (305) 735-2020 |
| Office hours | 9 a.m. - 5 p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1948780 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$165.25B▲ 40%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,306 advisers
EmployeesTop 1%
More than 99% of 16,824 advisers
Assets under management
$165.25Bregulatory AUM
Discretionary $148BNon-discretionary $17.25B