FIRM PROFILE

CORIENT PRIVATE WEALTH LP

CRD 319448 · Source month: August 2026

Reported business facts

CRD number: 319448Reported in SEC monthly data
Legal name: CORIENT PRIVATE WEALTH LPReported in SEC monthly data
Regulatory assets under management: $165,252,436,553.00Reported in SEC monthly data
Employees: 1,537Reported in SEC monthly data
Employees performing advisory functions: 620Reported in SEC monthly data
Individual clients (other than high net worth): 6,392Reported in SEC monthly data
High net worth individual clients: 19,571Reported in SEC monthly data
Banking or thrift institution clients: SuppressedReported in SEC monthly data
Investment company clients: 7Reported in SEC monthly data
Business development company clients: 0Reported in SEC monthly data
Other pooled investment vehicle clients: 0Reported in SEC monthly data
Pension and profit-sharing plan clients: 97Reported in SEC monthly data
Charitable organization clients: 311Reported in SEC monthly data
State or municipal government clients: 0Reported in SEC monthly data
Other investment adviser clients: SuppressedReported in SEC monthly data
Insurance company clients: SuppressedReported in SEC monthly data
Sovereign wealth fund or foreign official clients: 0Reported in SEC monthly data
Corporation or other business clients: 164Reported in SEC monthly data
Other clients: 36Reported in SEC monthly data

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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