Private EquityRIA · CRD 326262SEC-RegisteredPrivate Fund Adviser

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Corient IA

Corient IA is an SEC-registered investment adviser in Miami, FL, registered since 2023. The firm manages $5.1 billion in regulatory assets. It has 100...

Corient IA

Corient IA is an SEC-registered investment adviser in Miami, FL, registered since 2023. The firm manages $5.1 billion in regulatory assets. It has 100 employees and 49 investment advisers.

General information

Firm type

Private Equity

Year founded

2023

Location

Region

North America

Country

United States

City

Miami

Corporate office

Miami, FL, United States

Frequently asked questions

How is Corient IA different from Corient Capital Partners or the RIA Corient?

Corient IA is a distinct entity, not connected to Corient Capital Partners (a Newport Beach-based wealth advisor) or Corient, the national RIA formed from the merger of several wealth management firms. The similar naming is coincidental based on available public records.

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