Falists
← Back to search

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

TypeClientsAUM
Pooled investment vehicles187$5.11B

States served

CA, MI, NJ, NY, OH, WA, TX, FL

Official SEC filing: View on IAPD