| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cp Endowment Fund, LP | Other Private | $378.4M | $5M |
| Corient Private Access, LP | Other Private | $342.1M | $50K |
| Avalon Investment Partners, LLC (class Income Producing Real Assets) | Other Private | $232.1M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Eppler Control | Head Of Client Operations | Under 5% | 2025 |
| Corient Private Wealth LLC Control | Owner | Over 75% | 2023 |
| Francisco Tobias Marin Control | Chief Financial Officer | Under 5% | 2024 |
Corient Ia LLC reports $3.7 billion in regulatory assets under management on its Form ADV.
Corient Ia LLC manages 99 private funds with combined gross assets of $4.3 billion.
Corient Ia LLC reports 90 employees.
Corient Ia LLC is based in Miami, FL and has been SEC-registered since 2023.
Corient Ia LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 830 Brickell Plaza, Suite 4800, Miami, FL 33131 |
| Phone | (305) 735-2020 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.68B |
| Non-discretionary | $0 |
| Total (RAUM) | $3.68B |