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Type	Result	AUM ($B)

Charles Thoele
Firm	Corient IA LLC
Address	5950 Sherry Lane Suite 600 Dallas, TX 75225
Source

Associated Funds	Form D	Role	2011 - 2026	Raised	AUM ($M)
Corient IA LLC
Growth Capital 2019 LP	021-342899	Executive Officer		60.9 M	88.5
Growth Capital QP Diversified Fund LP	021-231661	Executive Officer		21.4 M	6.5
Growth Capital Diversified Fund LP	021-141800	Executive Officer		47.9 M	9.5
Growth Capital Energy LP	021-141837	Executive Officer		21.7 M	8.2
Growth Capital Private Equity LP	021-141871	Executive Officer		41.5 M	9.1
Growth Capital Real Estate LP	021-141852	Executive Officer		29.2 M	0.4
Transcend Services Inc	021-85845-2A	Director		2.0 M of 2.0 M
RGT Income Opportunity LP	021-133219	Executive Officer		9.9 M of 9.9 M

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