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CORIENT IA LLC
CRD 326262 · SEC 801-127886
830 BRICKELL PLAZA, SUITE 4800, MIAMI, FL, 33131, United States
Phone
(305) 735-2020
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.11B
Discretionary AUM
$5.11B
Team
100 total employees; 49 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 187 | $5.11B |
States served
CA, MI, NJ, NY, OH, WA, TX, FL
Official SEC filing: View on IAPD