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Corient Private Wealth

SEC-registered adviser since 2022Miami, FLCRD 319448

$165.3B
AUM
26,586
Clients
1.00%
Fee
Up to
620
Advisory staff

From Form ADV filed 21 August 2026 · data retrieved 15 October 2026SEC record

Corient Private Wealth is an investment adviser headquartered in Miami, Florida, and registered with the SEC since 2022. Its clients include high-net-worth individuals, charitable organizations and other individuals. High-net-worth individuals account for 94% of its regulatory assets under management.

Its services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, market timing, and educational seminars. Fee arrangements include a percentage of assets under management, hourly charges, fixed fees and other arrangements. Corient Partners LP owns 75% or more of Corient Private Wealth, and Kurt Macalpine is its CEO.

Clients

Corient Private Wealth serves 26,586 clients, 19,571 of them high-net-worth individuals. The average client has about $6.2 million with the firm, and high-net-worth clients hold 94% of its $165.3 billion in assets.

Regulatory assets by client type
  • High-net-worth individuals19,571 clients94%
  • Charitable organizations311 clients2%
  • OtherIndividuals, Banking or thrift institutions, Investment companies, Pension and profit-sharing plans, Other investment advisers, Insurance companies, Corporations and other businesses, Other4%

What it does

Corient Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, market timing and educational seminars. It is paid through a percentage of assets, hourly charges, fixed fees and other arrangements.

Corient Private Wealth provided financial planning to 16,000 clients last fiscal year and advises no private funds.

89.6% of assets ($148.00B across 104,460 accounts) are managed with discretion; $17.25B across 9,292 accounts are not. $103.9M sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 506 clients received advice without assets under management last fiscal year.

Show the full table
Individuals (other than HNW)6,392
Regulatory AUM
$2,672,850,510
Share
1.6%
Avg. per client
$418K
High-net-worth individuals19,571
Regulatory AUM
$155,025,336,759
Share
93.8%
Avg. per client
$7.92M
Banking or thrift institutions1
Regulatory AUM
$1,020,232
Share
0.0%
Avg. per client
$1.02M
Investment companies7
Regulatory AUM
$73,787,105
Share
0.0%
Avg. per client
$10.5M
Pension and profit-sharing plans97
Regulatory AUM
$1,157,490,712
Share
0.7%
Avg. per client
$11.9M
Charitable organizations311
Regulatory AUM
$3,517,310,769
Share
2.1%
Avg. per client
$11.3M
Other investment advisers4
Regulatory AUM
$244,845,218
Share
0.1%
Avg. per client
$61.2M
Insurance companies3
Regulatory AUM
$86,012,027
Share
0.1%
Avg. per client
$28.7M
Corporations and other businesses164
Regulatory AUM
$2,189,196,521
Share
1.3%
Avg. per client
$13.3M
Other36
Regulatory AUM
$284,586,700
Share
0.2%
Avg. per client
$7.91M
Total26,586

What the accounts hold

Separately managed account assets by class, year end
  • Stocks42%
  • Funds37%
  • Bonds12%
    • State and local bonds6%
    • U.S. government and agency bonds3%
    • Investment grade corporate bonds3%
  • Cash5%
  • Other4%
    • Private funds4%

Custodians

Corient Private Wealth’s client accounts are held mainly at Charles Schwab, with 50% of managed assets, and Fidelity, with 23%. Corient Private Wealth has custody of $80.46B for 18,566 clients.

Managed account assets by custodian
  • Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $83.02B50%
  • FidelityFidelity Brokerage Services LLC · Smithfield, RI · $38.52B23%
  • OtherPershing, All other custodians26%

Ownership and leadership

Corient Partners LP owns 75% or more of Corient Private Wealth, and Kurt Macalpine is its CEO.

Who owns the firm
Corient Private Wealth LP· the adviser

  • Corient Partners LP

    Control person · since February 2023

    Owns 75% or more of Corient Private Wealth LP

Leadership

  • Kurt Macalpine
    Chief Executive Officer
  • Francisco Tobias Marin
    Chief Financial Officer
  • Leonard Gullan
    Chief Operating Officer
  • Stephen Estep
    Chief Compliance Officer
  • Scott Akins
    General Counsel
  • Alexander Eppler
    Head of Client Operations
  • Darren Henderson
    Head of US Wealth Advisory
  • Andrew Holmberg
    Head of Solutions
  • Julie Silcox
    Chief Marketing Officer
  • Peter Watson
    Head of Alternatives

Staff

  • 1,537 employees
  • 620 in advisory functions
  • 494 state-registered reps
  • 33 soliciting firms

Reported holdings

Corient Private Wealth’s reported 13F holdings total $72.24B across 3,043 positions, and the ten largest make up 26.8% of it.

$72.24B
Reported 13F value
3,043
Positions
26.8%
In the 10 largest
+3.4%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. iShares TR · Core S&P500 ETF4.2%
  2. Apple Inc.4.1%
  3. Vanguard Tax-managed Fds · Van FTSE Dev Mkt2.9%
  4. Microsoft Corp.2.6%
  5. Nvidia Corporation2.5%
  6. Alphabet Inc. · Cap Stk CL C2.5%
  7. Vanguard Index Fds · S&P 500 ETF Shs2.4%
  8. Amazon Com Inc.2.0%
  9. Alphabet Inc. · Cap Stk CL A1.9%
  10. Broadcom Inc.1.7%

Together, the ten largest are 26.8% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 27 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $72.24B is not its $165.25B in regulatory assets and does not represent any individual client's portfolio.

Fees

Corient Private Wealth charges up to 1.00% a year for investment advisory services.

Investment advisory services
Stated range
Up to 1.00% a year
How it is charged
Percentage of assets; negotiable, billed in advance.

Offices and registrations

Besides its headquarters, Corient Private Wealth has 36 offices, with 26 listed addresses across 15 states.

Listed office addresses by state

Florida · 4 listed addresses

  • 830 Brickell Plaza, Suite 4800, MiamiHQ
  • 100 Second Avenue South, ST. Petersburg
  • 830 Brickell Plaza, Miami
  • 2700 S Commerce Parkway, Weston

Registration details

Legal name
Corient Private Wealth LP
Headquarters
830 Brickell Plaza, Suite 4800, Miami, FL 33131
Phone
305-735-2020
Website
www.corient.com
SEC file
801-124978
Founded
2022
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Corient Private Wealth have?

Corient Private Wealth has 26,586 clients and manages $165.3 billion for them, as of August 2026. They include 19,571 high-net-worth individuals, 6,392 other individuals and 311 charitable organizations.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 August 2026

What services does Corient Private Wealth offer?

Corient Private Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, market timing and educational seminars.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How much does Corient Private Wealth charge?

Corient Private Wealth charges up to 1.00% a year for investment advisory services.

Source: Part 2A brochure, Item 5

Which custodians does Corient Private Wealth use?

Corient Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $83,023,449,222, Fidelity Brokerage Services LLC (Smithfield, RI), with $38,522,322,550 and Pershing LLC (Jersey City, NJ), with $3,768,469. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 August 2026

How many financial advisors does Corient Private Wealth have?

Corient Private Wealth has 494 investment adviser representatives registered with state securities authorities, out of 1,537 employees, and 620 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Corient Private Wealth invest in?

At the end of its last fiscal year, Corient Private Wealth’s separately managed accounts held 42% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 6% state and local bonds, 5% cash and equivalents, 4% private funds, 3% U.S. government and agency bonds and 3% investment grade corporate bonds. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Corient Private Wealth?

Corient Private Wealth is owned through a chain of holding companies by Government of the Emirate of Abu Dhabi and Corient Group GP LLC. Its direct owner is Corient Partners LP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 21 August 2026

How does Corient Private Wealth get paid?

Corient Private Wealth is paid through a percentage of assets under management, hourly charges, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 21 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. Form ADV Part 2A brochure, dated 21 August 2026. Items 4, 5, 7, 12 and 15.
  3. IAPD firm record, CRD 319448.
  4. Form 13F-HR, filed 27 August 2026 for the quarter ended 30 June 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. The logo is reproduced for identification from Corient Private Wealth, website.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Corient Private Wealth LP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.