Corient IA LP

MIAMI, FL · CIK 2058426 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2023 · limited partnership

Assets managed$5.1bn
Staff100 · 49 in investment roles
Main clients (by assets)Private funds 100%
Private funds111 (18 hedge) · $5.7bn gross assets
Form ADV · 2026-07-07SEC adviser record

Kindhedge funds, private equity, venture, real estate, wealth
Others nearbyMiami, FL, New York, NY, Chicago, IL, Itasca, IL, Dallas, TX, Houston, TX
FamilyCorient Private Wealth LP · 2 related pages · largest: Corient Private Wealth LP

As an employer

Offices in1 country
Private fundsother private 28, private equity 44, hedge 18, real estate 13

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Miami, FL (main office)United States	United States
Dallas, TXUnited States	United States	38
Houston, TX2 officesUnited States	United States	16
Seattle, WA2 officesUnited States	United States	12
Shaker Heights, OHUnited States	United States	10
Birmingham, MIUnited States	United States	6
New York, NYUnited States	United States	5
Morristown, NJUnited States	United States	2
Newport Beach, CAUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$108.4m reported value +1.9% vs Q1 2026

249positions

20.1%in top 10

14 new 11 added 59 reduced 44 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	HOWMET AEROSPACE INC COM HWM	HWM	11,290	$3.0m2.80%	2.80%	Unchanged
2	PALO ALTO NETWORKS INC COM PANW	PANW	7,910	$2.7m2.49%	2.49%	Reduced -7.2k	-7,224 -47.7%
3	FINANCE OF AMERICA COMPAN CL A NEW FOA	FOA	91,500	$2.5m2.32%	2.32%	Added +84.0k	+84,000 1120.0%
4	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,045	$2.3m2.17%	2.17%	Unchanged
5	NVIDIA CORPORATION COM NVDA	NVDA	11,280	$2.3m2.08%	2.08%	Added +500	+500 4.6%
6	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,113	$2.2m2.04%	2.04%	Reduced -340	-340 -23.4%
7	ELI LILLY & CO COM LLY	LLY	1,670	$2.0m1.85%	1.85%	Added +1.0k	+1,000 149.2%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	5,140	$1.8m1.67%	1.67%	Added +2.5k	+2,500 94.7%
9	CASEYS GEN STORES INC COM CASY	CASY	1,872	$1.5m1.37%	1.37%	Unchanged
10	APPLIED MATLS INC COM AMAT	AMAT	2,030	$1.5m1.35%	1.35%	Unchanged
11	BROADCOM INC COM AVGO	AVGO	3,620	$1.4m1.26%	1.26%	Added +400	+400 12.4%
12	WESTERN DIGITAL CORP COM WDC	WDC	2,030	$1.3m1.20%	1.20%	Unchanged
13	JABIL INC COM JBL	JBL	3,220	$1.2m1.14%	1.14%	Unchanged
14	CURTISS WRIGHT CORP COM CW	CW	1,620	$1.2m1.13%	1.13%	Unchanged
15	MICROSOFT CORP COM MSFT	MSFT	3,250	$1.2m1.12%	1.12%	Added +1.0k	+1,020 45.7%
16	AMAZON COM INC COM AMZN	AMZN	4,970	$1.2m1.09%	1.09%	Added +1.8k	+1,750 54.4%
17	QUANTA SVCS INC COM PWR	PWR	1,620	$1.2m1.08%	1.08%	Unchanged
18	PARKER-HANNIFIN CORP COM PH	PH	1,161	$1.1m1.05%	1.05%	Added +500	+500 75.6%
19	TRANE TECHNOLOGIES PLC SHS TT	TT	2,190	$1.1m0.99%	0.99%	Unchanged
20	LUMENTUM HLDGS INC COM LITE	LITE	1,220	$1.0m0.97%	0.97%	Unchanged
21	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	4,000	$1.0m0.96%	0.96%	Unchanged
22	CORNING INC COM GLW	GLW	4,040	$1.0m0.95%	0.95%	Unchanged
23	TESLA INC COM TSLA	TSLA	2,420	$1.0m0.94%	0.94%	Unchanged
24	ASHLAND INC COM ASH	ASH	15,000	$988.4k0.91%	0.91%	New
25	ABBVIE INC COM ABBV	ABBV	3,877	$975.6k0.90%	0.90%	Unchanged
26	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	2,450	$974.3k0.90%	0.90%	Unchanged
27	MARVELL TECHNOLOGY INC COM MRVL	MRVL	3,220	$959.2k0.88%	0.88%	Unchanged
28	AXCELIS TECHNOLOGIES INC COM NEW ACLS	ACLS	5,000	$947.2k0.87%	0.87%	Unchanged
29	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	8,070	$941.5k0.87%	0.87%	Unchanged
30	GANNETT CO INC COM TDAY	TDAY	110,000	$940.5k0.87%	0.87%	Added +50.0k	+50,000 83.3%
31	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,220	$931.0k0.86%	0.86%	Unchanged
32	NETFLIX INC COM NFLX	NFLX	12,900	$921.1k0.85%	0.85%	Unchanged
33	UNITED RENTALS INC COM URI	URI	810	$917.6k0.85%	0.85%	Unchanged
34	FORTINET INC COM FTNT	FTNT	5,650	$868.0k0.80%	0.80%	Unchanged
35	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,000	$866.7k0.80%	0.80%	Reduced -750	-750 -27.3%
36	NVENT ELECTRIC PLC SHS NVT	NVT	4,890	$829.4k0.76%	0.76%	Unchanged
37	ELEVANCE HEALTH INC COM ELV	ELV	2,000	$773.5k0.71%	0.71%	New
38	EMBRAER S.A. SPONSORED ADS EMBJ	EMBJ	11,900	$759.2k0.70%	0.70%	Reduced -6.1k	-6,090 -33.9%
39	CLEAR SECURE INC COM CL A YOU	YOU	13,240	$737.9k0.68%	0.68%	Unchanged
40	HEICO CORP NEW COM HEI	HEI	2,030	$723.1k0.67%	0.67%	Unchanged
41	VALMONT INDS INC COM VMI	VMI	1,220	$704.7k0.65%	0.65%	Unchanged
42	COSTCO WHSL CORP NEW COM COST	COST	750	$701.6k0.65%	0.65%	New
43	AXON ENTERPRISE INC COM AXON	AXON	1,220	$683.9k0.63%	0.63%	Unchanged
44	ITT INC COM ITT	ITT	3,320	$656.6k0.61%	0.61%	Unchanged
45	WATTS WATER TECHNOLOGIES INC CL A WTS	WTS	1,620	$634.1k0.58%	0.58%	Unchanged
46	FERRARI N V COM RACE	RACE	1,660	$618.0k0.57%	0.57%	Reduced -880	-880 -34.6%
47	WAYFAIR INC CL A W	W	6,580	$608.1k0.56%	0.56%	Unchanged
48	ROCKWELL AUTOMATION INC COM ROK	ROK	1,220	$604.0k0.56%	0.56%	Unchanged
49	SITIME CORP COM SITM	SITM	800	$596.4k0.55%	0.55%	Unchanged
50	APPLE INC COM AAPL	AAPL	2,060	$596.1k0.55%	0.55%	Added +1.2k	+1,250 154.3%
51	COMFORT SYS USA INC COM FIX	FIX	300	$594.6k0.55%	0.55%	Unchanged
52	JPMORGAN CHASE & CO COM JPM	JPM	1,780	$582.6k0.54%	0.54%	Unchanged
53	TEREX CORP NEW COM TEX	TEX	7,915	$573.0k0.53%	0.53%	Unchanged
54	STEEL DYNAMICS INC COM STLD	STLD	2,420	$555.3k0.51%	0.51%	Unchanged
55	PULTE GROUP INC COM PHM	PHM	4,040	$554.3k0.51%	0.51%	Unchanged
56	OWENS CORNING NEW COM OC	OC	3,370	$535.7k0.49%	0.49%	Unchanged
57	BOOKING HOLDINGS INC COM BKNG	BKNG	3,000	$534.7k0.49%	0.49%	Unchanged
58	ANALOG DEVICES INC COM ADI	ADI	1,340	$532.2k0.49%	0.49%	Unchanged
59	DEERE & CO COM DE	DE	810	$513.8k0.47%	0.47%	Unchanged
60	RESTAURANT BRANDS INTL INC COM QSR	QSR	7,000	$507.6k0.47%	0.47%	New
61	XYLEM INC COM XYL	XYL	4,220	$498.8k0.46%	0.46%	Unchanged
62	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	747	$498.2k0.46%	0.46%	Reduced -143	-143 -16.1%
63	OSHKOSH CORP COM OSK	OSK	3,220	$494.2k0.46%	0.46%	Unchanged
64	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	4,320	$493.3k0.45%	0.45%	Reduced -2.2k	-2,220 -33.9%
65	SNAP ON INC COM SNA	SNA	1,220	$490.9k0.45%	0.45%	Unchanged
66	CLEAN HARBORS INC COM CLH	CLH	1,620	$484.0k0.45%	0.45%	Unchanged
67	ARCOSA INC COM ACA	ACA	3,297	$479.0k0.44%	0.44%	Unchanged
68	FIRST SOLAR INC COM FSLR	FSLR	2,030	$479.0k0.44%	0.44%	Unchanged
69	NATERA INC COM NTRA	NTRA	1,750	$475.0k0.44%	0.44%	Unchanged
70	RTX CORPORATION COM RTX	RTX	2,473	$469.2k0.43%	0.43%	Unchanged
71	MARTIN MARIETTA MATLS INC COM MLM	MLM	810	$467.1k0.43%	0.43%	Unchanged
72	WELLTOWER INC COM WELL	WELL	2,030	$460.7k0.42%	0.42%	Unchanged
73	META PLATFORMS INC CL A META	META	810	$456.3k0.42%	0.42%	Unchanged
74	NUCOR CORP COM NUE	NUE	2,030	$452.2k0.42%	0.42%	Unchanged
75	GILEAD SCIENCES INC COM GILD	GILD	3,540	$447.2k0.41%	0.41%	Unchanged
76	D R HORTON INC COM DHI	DHI	2,660	$433.3k0.40%	0.40%	Unchanged
77	TERADYNE INC COM TER	TER	885	$428.2k0.39%	0.39%	Unchanged
78	ECOLAB INC COM ECL	ECL	1,510	$420.7k0.39%	0.39%	Unchanged
79	DELTA AIR LINES INC DEL COM NEW DAL	DAL	4,440	$415.9k0.38%	0.38%	Unchanged
80	NORTHROP GRUMMAN CORP COM NOC	NOC	810	$412.5k0.38%	0.38%	Unchanged
81	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	1,620	$405.0k0.37%	0.37%	Unchanged
82	BARRICK MNG CORP COM SHS B	B	10,890	$400.0k0.37%	0.37%	Reduced -3.9k	-3,870 -26.2%
83	NEW YORK TIMES CO CL A NYT	NYT	5,650	$395.4k0.36%	0.36%	Reduced -15.0k	-15,000 -72.6%
84	IDEXX LABS INC COM IDXX	IDXX	745	$392.2k0.36%	0.36%	Unchanged
85	CHENIERE ENERGY INC COM NEW LNG	LNG	1,620	$387.2k0.36%	0.36%	Unchanged
86	AMERICAN ELEC PWR CO INC COM AEP	AEP	2,820	$385.8k0.36%	0.36%	Unchanged
87	TALEN ENERGY CORP COM TLN	TLN	1,000	$384.3k0.35%	0.35%	Unchanged
88	STRYKER CORPORATION COM SYK	SYK	1,220	$384.1k0.35%	0.35%	Unchanged
89	CF INDS HLDGS INC COM CF	CF	3,540	$383.2k0.35%	0.35%	Unchanged
90	CARNIVAL CORP LTD COMMON SHARES CCL	CCL	13,320	$380.6k0.35%	0.35%	New
91	PACCAR INC COM PCAR	PCAR	3,100	$372.4k0.34%	0.34%	Unchanged
92	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	810	$371.9k0.34%	0.34%	Unchanged
93	DARDEN RESTAURANTS INC COM DRI	DRI	1,780	$366.7k0.34%	0.34%	Unchanged
94	WASTE MGMT INC DEL COM WM	WM	1,620	$361.1k0.33%	0.33%	Unchanged
95	BADGER METER INC COM BMI	BMI	2,420	$359.1k0.33%	0.33%	Unchanged
96	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	7,990	$358.4k0.33%	0.33%	Reduced -3.3k	-3,260 -29.0%
97	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	1,220	$354.5k0.33%	0.33%	Unchanged
98	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	1,620	$350.9k0.32%	0.32%	Unchanged
99	ORMAT TECHNOLOGIES INC COM ORA	ORA	3,220	$350.7k0.32%	0.32%	Unchanged
100	CANADIAN NATL RY CO COM CNI	CNI	2,900	$345.8k0.32%	0.32%	Reduced -1.8k	-1,770 -37.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPDR S&P 500 ETF TR SPY	SPY	2,750	$1.8m2.8k shares
WALMART INC WMT	WMT	12,000	$1.5m12.0k shares
BERKSHIRE HATHAWAY INC DEL BRK.B	BRK.B	1,000	$479.2k1.0k shares
SPDR GOLD TR GLD	GLD	1,000	$430.3k1.0k shares
SERVICENOW INC NOW	NOW	4,040	$422.4k4.0k shares
LIVE NATION ENTERTAINMENT IN LYV	LYV	2,420	$369.1k2.4k shares
CARNIVAL CORP		13,320	$344.7k13.3k shares
FRESENIUS MEDICAL CARE AG FMS	FMS	15,000	$338.4k15.0k shares
VANGUARD TAX-MANAGED FDS VEA	VEA	5,000	$320.4k5.0k shares
ROGERS COMMUNICATIONS INC RCI	RCI	7,990	$307.2k8.0k shares
SELECT SECTOR SPDR TR XLE	XLE	5,000	$306.3k5.0k shares
TAKEDA PHARMACEUTICAL CO LTD TAK	TAK	14,880	$275.6k14.9k shares
ISHARES TR IJR	IJR	2,000	$248.6k2.0k shares
MASIMO CORP MASI	MASI	1,340	$238.3k1.3k shares
ALCON AG ALC	ALC	2,980	$224.5k3.0k shares
ADOBE INC ADBE	ADBE	890	$216.3k890 shares
VANGUARD INTL EQUITY INDEX F VWO	VWO	4,000	$216.2k4.0k shares
BANK NOVA SCOTIA HALIFAX BNS	BNS	2,980	$206.5k3.0k shares
SMITH & NEPHEW PLC SNN	SNN	5,960	$189.4k6.0k shares
ALIBABA GROUP HLDG LTD BABA	BABA	1,500	$188.2k1.5k shares
ABBOTT LABS ABT	ABT	1,780	$182.8k1.8k shares
AUTOMATIC DATA PROCESSING IN ADP	ADP	890	$180.8k890 shares
TOPBUILD CORP BLD	BLD	500	$175.7k500 shares
ROBLOX CORP RBLX	RBLX	2,760	$156.1k2.8k shares
HOLOGIC INC HOLX	HOLX	1,780	$134.6k1.8k shares