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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
Is Corient IA a registered investment adviser?
Corient IA appears in public records as a private equity firm. Without a disclosed website or LinkedIn presence, the firm's exact regulatory filings and registration status cannot be confirmed from available primary sources.
Does Corient IA raise third-party capital or invest proprietary capital?
The firm's capital source is not publicly disclosed. Given the limited public footprint, it may operate with proprietary capital, a single family's resources, or a closed network of private investors, but no specific source has been confirmed.
What investment stages and check sizes does Corient IA target?
Public information does not specify Corient IA's target investment stages or check sizes. The firm's private equity designation suggests control or significant minority positions, but typical lower-middle-market firms in the Miami area often target companies with $2 million to $15 million in EBITDA—this is an inference, not a confirmed fact for Corient IA.
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.
Has Corient IA completed any recent transactions?
No transactions by Corient IA have been publicly announced or reported in the last 24 months. The firm does not maintain a public-facing investor relations presence that would disclose closed deals.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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