{"url":"https://nivawealth.com/firms/corient-shc-partners-us-289784","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289784","regulatoryAum":1707949153,"crd":"289784","history":[{"filedOn":"2021-04-16","regulatoryAum":1741715743,"clients":86,"employees":24,"offices":3},{"filedOn":"2022-05-06","regulatoryAum":1118093127,"clients":72,"employees":20,"offices":3},{"filedOn":"2023-06-06","regulatoryAum":1043241335,"clients":64,"employees":26,"offices":3},{"filedOn":"2024-04-04","regulatoryAum":1203210000,"clients":68,"employees":30,"offices":4},{"filedOn":"2025-03-31","regulatoryAum":847859613,"clients":35,"employees":45,"offices":4},{"filedOn":"2026-07-13","regulatoryAum":1707949153,"clients":39,"employees":36,"offices":4}],"acquisitions":[{"date":"2019-01-02","datePrecision":"day","name":"AM Global Family Investment Office","crd":"159319","source":"adv_w","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://adviserinfo.sec.gov/firm/summary/159319"}],"secFileNumber":"801-111688","legalName":"Corient SHC Partners (US) LP","displayName":"Corient SHC Partners (US)","slug":"corient-shc-partners-us-289784","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"Two Liberty Place, 50 S. 16th Street, Floor 34","city":"Philadelphia","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19102"},"tradeNames":[],"registration":{"secApproved":"13 September 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":39926011.75,"staff":{"employees":36,"advisory":22,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1707949153,"discretionary":722722272,"discretionaryAccounts":36,"nonDiscretionary":985226881,"nonDiscretionaryAccounts":32,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":36,"regulatoryAum":1437336423},{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":270612730}],"feePrograms":[{"role":"main","program":"Investment Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050278","versionId":1050278,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-06-30","documentName":"LGL FORM ADV PART 2A","fee_rate_low":0.25,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Standalone planning and consulting is a negotiable fixed fee, generally $5,000 to $2,000,000; half is due on signing.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050278","versionId":1050278,"submittedOn":"2026-06-30","documentName":"LGL FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:25:58.420058+00:00","documents":[{"name":"LGL FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050278","versionId":1050278,"submittedOn":"2026-06-30"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":438010044}],"custodyNote":"Corient SHC Partners (US) has custody of $87.9M in client assets for 8 clients.","leadership":[{"name":"Keith Bloomfield","title":"Chief Executive Officer","crd":"5256516"},{"name":"Peter Ortiz","title":"Chief Operating Officer","crd":"4489860"},{"name":"Jonathan Walsh","title":"Chief Compliance Officer","crd":"4961248"},{"name":"Andrew Mehalko","title":"Chief Investment Officer","crd":"1739679"}],"ownership":[{"label":"Corient Partners US LP","detail":"Owner in the 75% or more ownership band and a control person, since June 2026."},{"label":"Corient Management LLC (US)","detail":"Indirect owner: a owner of Corient Partners US LP in the 75% or more band and a control person, since June 2026.","parent":"Corient Partners US LP"},{"label":"Corient Holdings Inc. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Corient SHC Partners (US) offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Corient SHC Partners (US) charge?","answer":"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.","source":"LGL FORM ADV PART 2A, filed 30 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Corient SHC Partners (US) use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Corient SHC Partners (US) have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Corient SHC Partners (US) invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Corient SHC Partners (US)?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Corient SHC Partners (US) get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Corient SHC Partners (US) registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Corient SHC Partners (US)?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 13 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/corient-shc-partners-us-289784/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-27","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1653202/000165320226000003/0001653202-26-000003-index.html","totalValue":273334361,"positionCount":62,"top10Share":0.8039996917914027,"top10":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":73645505,"shares":98619,"shareType":"SH","priorValue":64050998,"priorShares":98217},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":29911611,"shares":387908,"shareType":"SH","priorValue":26254253,"priorShares":388779},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}