Corient SHC Partners (US) provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 3 private funds.
Corient SHC Partners (US) reports 39 clients. They include 36 high-net-worth individuals and 3 pooled investment vehicles. Of its assets, 42.3% ($723M across 36 accounts) are managed with discretion; $985M across 32 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 92% | 84% |
| Pooled investment vehicles | 8% | 16% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 36 | $1.44B | 84.2% | $39.9M |
| Pooled investment vehicles | 3 | $271M | 15.8% | $90.2M |
| Total | 39 | $1.71B | 100% | $43.8M |
- Clients
- 36
- Regulatory AUM
- $1.44B
- AUM share
- 84.2%
- Avg. per client
- $39.9M
- Clients
- 3
- Regulatory AUM
- $271M
- AUM share
- 15.8%
- Avg. per client
- $90.2M
Total
- Clients
- 39
- Regulatory AUM
- $1.71B
- AUM share
- 100%
- Avg. per client
- $43.8M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
- Financial planning clients last fiscal year
- 26–50
Corient SHC Partners (US) charges 0.25%–1.50% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Standalone planning and consulting is a negotiable fixed fee, generally $5,000 to $2,000,000; half is due on signing.
Corient Partners US LP owns 75% or more of Corient SHC Partners (US) and is in turn owned by Corient Management LLC (US) (75% or more). Keith Bloomfield is CEO; the leadership team includes Chief Investment Officer Andrew Mehalko, Chief Operating Officer Peter Ortiz and Chief Compliance Officer Jonathan Walsh. It has 36 employees, 22 of them in advisory roles.
Leadership
- Keith BloomfieldChief Executive Officer
- Peter OrtizChief Operating Officer
- Jonathan WalshChief Compliance Officer
- Andrew MehalkoChief Investment Officer
Staff
- 36 employees
- 22 in advisory functions
- Owns 75% or more of Corient SHC Partners (US) LP
Corient Partners US LP
Control person · since June 2026
- Owns 75% or more of Corient Partners US LP
Corient Management LLC (US)
Control person · since June 2026
- Owns 75% or more of Corient Management LLC (US)
Corient Holdings Inc. (US)
Control person · since June 2026
- Owns 75% or more of Corient Holdings Inc. (US)
Corient Topco LLC (US)
Control person · since June 2026
- Owns 75% or more of Corient Topco LLC (US)
Corient Global Holdco Limited (Uk)
Control person · since June 2026
- Owns 75% or more of Corient Global Holdco Limited (Uk)
MC Accelerate Aggregator 1, LLC (US)
Control person · since June 2026
- Owns 75% or more of Corient SHC Partners (US) LP
MC Cif Wealth Management (Uk) Limited
Control person · since June 2026
- Owns 75% or more of MC Cif Wealth Management (Uk) Limited
MC Accelerate Holdings (Uk) LP
Control person · since June 2026
- Owns 75% or more of MC Accelerate Holdings (Uk) LP
MC Accelerate Co-Invest (Uk) LP
Control person · since June 2026
- Owns 75% or more of MC Accelerate Co-Invest (Uk) LP
MC Cif Wealth Management Holdings (Uk) LTD
Control person · since June 2026
- Owns 50% to 75% of MC Cif Wealth Management Holdings (Uk) LTD
MC Manager Holdco Cif (Uk) LTD
Control person · since June 2026
- Owns 75% or more of MC Manager Holdco Cif (Uk) LTD
Mubadala Capital LP (Uk)
Control person · since June 2026
- Owns 50% to 75% of Mubadala Capital LP (Uk)
MDC Capital Management LLC (Uae)
Control person · since June 2026
- Owns 75% or more of MDC Capital Management LLC (Uae)
Mubadala Capital LLC (Uae)
Control person · since June 2026
- Owns 75% or more of Mubadala Capital LLC (Uae)
Mamoura Diversified Global Holding PJSC (Uae)
Control person · since June 2026
- Owns 75% or more of Mamoura Diversified Global Holding PJSC (Uae)
Mubadala Investment Company PJSC (Uae)
Control person · since June 2026
- Owns 75% or more of Mubadala Investment Company PJSC (Uae)
Government of the Emirate of Abu Dhabi
Control person · since June 2026
Corient SHC Partners (US)’s regulatory assets went from $1.74B (April 2021) to $1.71B (July 2026); clients fell from 86 to 39 and employees rose from 24 to 36. In 2019, AM Global Family Investment Office joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.71B | 39 | 36 | 4 |
| March 2025 | $848M | 35 | 45 | 4 |
| April 2024 | $1.2B | 68 | 30 | 4 |
| June 2023 | $1.04B | 64 | 26 | 3 |
| May 2022 | $1.12B | 72 | 20 | 3 |
| April 2021 | $1.74B | 86 | 24 | 3 |
Firms that joined
20191 joined
- AM Global Family Investment OfficeNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Corient SHC Partners (US) has 3 offices, with 4 listed addresses across 4 states.
Florida · 1 listed address
- 230 Royal Palm Way, Palm Beach
Massachusetts · 1 listed address
- 175 Federal Street, Boston
New York · 1 listed address
- 10 East 53rd Street, New York
Pennsylvania · 1 listed address
- Two Liberty Place, 50 S. 16th Street, Floor 34, PhiladelphiaHQ
Contact and registration details
- Legal name
- Corient SHC Partners (US) LP
- Headquarters
- Two Liberty Place, 50 S. 16th Street, Floor 34, Philadelphia, PA 19102
- Website
- Not reported
- Phone
- 610-545-6100
- SEC file
- 801-111688
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Corient SHC Partners (US) uses Fidelity ($438M) as custodian for its separately managed accounts. Corient SHC Partners (US) has custody of $87.9M in client assets for 8 clients.
- FidelityNational Financial Services LLC · Boston, MA · $438M100%
At year end, Corient SHC Partners (US)’s separately managed accounts were mostly in funds (72%) and stocks (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $273M across 62 positions; the largest are State Str SPDR S&P 500 ETF T (26.9%), iShares TR (10.9%) and iShares TR (10.8%).
What the accounts hold
- Stocks14%
- Exchange-traded equities13%
- Non-exchange-traded equities1%
- Funds72%
- Pooled vehicles52%
- Registered funds20%
- Bonds1%
- Cash8%
- Other5%
- Real estate, real assets, insurance, etc.5%
Reported 13F holdings
- $273M
- Reported 13F value
- 62
- Positions
- 80.4%
- In the 10 largest
- +12.5%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit26.9%
- iShares TR · Core S&P Mcp ETF10.9%
- iShares TR · Core S&P500 ETF10.8%
- iShares TR · Core S&P Scp ETF7.4%
- Invesco Qqq TR · Unit Ser 15.6%
- iShares TR · MSCI Emg Mkt ETF5.0%
- iShares TR · MSCI Eafe ETF4.9%
- Gmo ETF Trust · US Quality ETF3.1%
- iShares TR · Core Div Grwth3.1%
- iShares TR · Core US Aggbd ET2.7%
Together, the ten largest are 80.4% of reported value.
How many clients does Corient SHC Partners (US) have?
Corient SHC Partners (US) has 39 clients and manages $1.71 billion for them, as of July 2026. They include 36 high-net-worth individuals and 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026
What services does Corient SHC Partners (US) offer?
Corient SHC Partners (US) provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Corient SHC Partners (US) charge?
Corient SHC Partners (US) charges 0.25%–1.50% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable.
Which custodians does Corient SHC Partners (US) use?
Corient SHC Partners (US)’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $438M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 July 2026
How many financial advisors does Corient SHC Partners (US) have?
Corient SHC Partners (US) has 0 investment adviser representatives registered with state securities authorities, out of 36 employees, and 22 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 SHC Partners (US) invest in?
At the end of its last fiscal year, Corient SHC Partners (US)’s separately managed accounts held 52% pooled vehicles (private funds and similar), 20% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 8% cash and equivalents, 5% other, 1% non-exchange-traded equities and 1% state and local bonds. The 5% other category is described as: Real Estate, Real Assets, Insurance, Etc. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Corient SHC Partners (US)?
Corient SHC Partners (US) is owned through a chain of holding companies by MC Accelerate Aggregator 1, LLC (US) and Government of the Emirate of Abu Dhabi. Its direct owners are Corient Partners US LP (75% or more) and MC Cif Wealth Management (Uk) Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 July 2026
How does Corient SHC Partners (US) get paid?
Corient SHC Partners (US) is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Corient SHC Partners (US) registered with the SEC?
Yes, Corient SHC Partners (US) has been registered with the SEC as an investment adviser since 13 September 2017. Its CRD number is 289784 and its SEC file number is 801-111688.
Source: Form ADV Part 1A, Item 1, filed 13 July 2026; IAPD firm record
How do I contact Corient SHC Partners (US)?
Corient SHC Partners (US)’s main office is at Two Liberty Place, 50 S. 16th Street, Floor 34, Philadelphia, PA 19102. Its phone number is 610-545-6100.