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| Corient Private Wealth LLC
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|---|---|
| CRD # | 319448 |
| SEC # | 801-124978 |
| CIK # | 0001948780 |
| AUM | $118.2 BB (2024-07-31) |
| Employees | 845 (56% Investors, 0% Brokers) |
| Phone | 305-735-2020 |
| Address | 2 S Biscayne Blvd Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 2.8 | |
| AAPL | 2,382.8 | 2.6 | |
| AMZN | 1,093.0 | 1.4 | |
| COST | 207.6 | 1.2 | |
| NVDA | 399.6 | 1.2 | |
| GOOG | 1,482.6 | 1.0 | |
| GOOGL | 1,475.1 | 0.9 | |
| JPM | 340.2 | 0.7 | |
| AVGO | 201.3 | 0.6 | |
| V | 419.3 | 0.6 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,581 | 7.7 |
| (b) Individuals (high net worth individuals) | 16,961 | 98.2 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 27 | 1.4 |
| (g) Pension and profit sharing plans | 351 | 1.5 |
| (h) Charitable organizations | 651 | 4.6 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 7 | 0.2 |
| (k) Insurance companies | 18 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 715 | 4.2 |
| (n) Other | 19 | 0.1 |
| Total | 97,020 | 118.2 |
| By Discretionary | ||
| Discretionary | 84,981 | 104.9 |
| Non-Discretionary | 12,039 | 13.3 |
| Total | 97,020 | 118.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 116.9 | |
| Total | 97,020 | 118.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001948780] |
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|---|---|---|
|
Invesco Asset Management Ltd
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|
107.4 | |
|
Cetera Investment Advisers LLC
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IL | 104.5 |
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Record Currency Management Limited
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Cambridge Investment Research Advisors Inc
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Janney Montgomery Scott LLC
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PA | 85.9 |
|
MML Investors Services LLC
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MA | 72.8 |
|
Wealth Enhancement Advisory Services LLC
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MN | 72.0 |
|
Rathbones Investment Management Limited
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63.6 | |
|
Truist Advisory Services Inc
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GA | 61.4 |