Corient SHC Wealth Management (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 51–100 clients last fiscal year. The firm advises 1 private fund.
Corient SHC Wealth Management (US) reports 74 clients. They include 73 high-net-worth individuals and 1 investment company. Of its assets, 62.4% ($1.46B across 71 accounts) are managed with discretion; $880M across 59 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 99% | 99% |
| Investment companies | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 73 | $2.33B | 99.5% | $31.9M |
| Investment companies | 1 | $12.1M | 0.5% | $12.1M |
| Total | 74 | $2.34B | 100% | $31.7M |
- Clients
- 73
- Regulatory AUM
- $2.33B
- AUM share
- 99.5%
- Avg. per client
- $31.9M
- Clients
- 1
- Regulatory AUM
- $12.1M
- AUM share
- 0.5%
- Avg. per client
- $12.1M
Total
- Clients
- 74
- Regulatory AUM
- $2.34B
- AUM share
- 100%
- Avg. per client
- $31.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 51–100
Corient SHC Wealth Management (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 Fees
- Standalone financial planning and consulting is a negotiable fixed fee, generally $5,000 to $2,000,000.
Corient Partners US LP owns 75% or more of Corient SHC Wealth Management (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
- 1 state-registered rep
- Owns 75% or more of Corient SHC Wealth Management (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 SHC Wealth Management (US) LP
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 MC Accelerate Aggregator 1, LLC (US)
Ci Financial Holdings LTD. (Uk)
Control person · since June 2026
- Owns 75% or more of Ci Financial Holdings LTD. (Uk)
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 Wealth Management (US)’s regulatory assets grew 1.6× from $1.45B (April 2021) to $2.34B (July 2026); clients rose from 17 to 74 and employees from 24 to 36.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $2.34B | 74 | 36 | 4 |
| March 2025 | $6.05B | 66 | 45 | 4 |
| April 2024 | $3.13B | 55 | 30 | 4 |
| July 2023 | $2.5B | 42 | 26 | 4 |
| May 2022 | $3.65B | 23 | 20 | 3 |
| April 2021 | $1.45B | 17 | 24 | 3 |
Besides its headquarters, Corient SHC Wealth Management (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 E 53rd Street, New York
Pennsylvania · 1 listed address
- Two Liberty Place, Floor 34, PhiladelphiaHQ
Contact and registration details
- Legal name
- Corient SHC Wealth Management (US) LP
- Headquarters
- Two Liberty Place, Floor 34, Philadelphia, PA 19102
- Website
- corient.com
- Phone
- 610-545-6100
- SEC file
- 801-70638
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Corient SHC Wealth Management (US) uses Fidelity ($1.21B) as custodian for its separately managed accounts. Corient SHC Wealth Management (US) has custody of $323M in client assets for 31 clients.
- FidelityNational Financial Services LLC · Boston, MA · $1.21B100%
At year end, Corient SHC Wealth Management (US)’s separately managed accounts were mostly in funds (69%) and stocks (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $638M across 96 positions; the largest are iShares TR (24.6%), Gmo ETF Trust (11.8%) and iShares TR (9.1%).
What the accounts hold
- Stocks19%
- Exchange-traded equities18%
- Non-exchange-traded equities1%
- Funds69%
- Pooled vehicles36%
- Registered funds33%
- Cash10%
- Other1%
- Real estate, real assets, insurance, etc.1%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $638M
- Reported 13F value
- 96
- Positions
- 75.5%
- In the 10 largest
- +15.6%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF24.6%
- Gmo ETF Trust · US Quality ETF11.8%
- iShares TR · Russell 3000 ETF9.1%
- iShares TR · Core Div Grwth8.9%
- Invesco Qqq TR · Unit Ser 16.1%
- iShares TR · Core S&P Scp ETF4.8%
- State Str SPDR S&P 500 ETF T · TR Unit4.1%
- iShares TR · Core S&P Mcp ETF2.3%
- Vanguard Index Fds · Total Stk Mkt2.1%
- Schwab Strategic TR · US Brd Mkt ETF1.7%
Together, the ten largest are 75.5% of reported value.
How many clients does Corient SHC Wealth Management (US) have?
Corient SHC Wealth Management (US) has 74 clients and manages $2.34 billion for them, as of July 2026. They include 73 high-net-worth individuals and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 July 2026
What services does Corient SHC Wealth Management (US) offer?
Corient SHC Wealth Management (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 Wealth Management (US) charge?
Corient SHC Wealth Management (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 Wealth Management (US) use?
Corient SHC Wealth Management (US)’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.21B. 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 Wealth Management (US) have?
Corient SHC Wealth Management (US) has 1 investment adviser representative 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 Wealth Management (US) invest in?
At the end of its last fiscal year, Corient SHC Wealth Management (US)’s separately managed accounts held 36% pooled vehicles (private funds and similar), 33% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 10% cash and equivalents, 1% non-exchange-traded equities and 1% other. The 1% other category is described as: Real Estate, Real Assets, Insurance, Etc. It advises 1 private fund.
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 Wealth Management (US)?
Corient SHC Wealth Management (US) is owned through a chain of holding companies by Corient Holdings Inc. (US) and Government of the Emirate of Abu Dhabi. Its direct owners are Corient Partners US LP (75% or more) and Corient Global Holdco Limited (Uk) (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 July 2026
How does Corient SHC Wealth Management (US) get paid?
Corient SHC Wealth Management (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 Wealth Management (US) registered with the SEC?
Yes, Corient SHC Wealth Management (US) has been registered with the SEC as an investment adviser since 7 October 2009. Its CRD number is 151225 and its SEC file number is 801-70638.
Source: Form ADV Part 1A, Item 1, filed 13 July 2026; IAPD firm record
How do I contact Corient SHC Wealth Management (US)?
Corient SHC Wealth Management (US)’s main office is at Two Liberty Place, Floor 34, Philadelphia, PA 19102. Its phone number is 610-545-6100. Its website is corient.com.