CORIENT CAPITAL PARTNERS, LLC
CRD #170920 SEC #801-79578 NEWPORT BEACH, CA (949) 945-2750
SEC Registered Private Funds
Total AUM
$5B
Discretionary
$3.9B
Employees
29
Clients
0
Accounts
4,695
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $5B | $3.9B | $1.1B | 29 | 0 |
| Mar 2023 | $5B | $3.9B | $1.1B | 29 | 0 |
| Nov 2022 | $5B | $3.9B | $1.1B | 29 | 0 |
| May 2022 | $5B | $3.9B | $1.1B | 29 | 0 |
| Mar 2022 | $5B | $3.9B | $1.1B | 29 | 0 |
| Dec 2021 | $3.6B | $2.6B | $978.3M | 22 | 0 |
| Sep 2021 | $3.6B | $2.6B | $978.3M | 22 | 0 |
| Mar 2021 | $3.6B | $2.6B | $978.3M | 22 | 0 |
| Nov 2020 | $2.8B | $2.1B | $668.6M | 21 | 0 |
| Jun 2020 | $2.8B | $2.1B | $668.6M | 21 | 0 |
| Feb 2020 | $2.8B | $2.1B | $668.6M | 21 | 0 |
| Jul 2019 | $2.4B | $1.7B | $619M | 22 | 0 |
| Mar 2019 | $2.3B | $1.7B | $635M | 21 | 0 |
| Mar 2018 | $2B | $1.4B | $611.6M | 17 | 0 |
| Mar 2018 | $2B | $1.4B | $611.6M | 17 | 0 |
| Sep 2017 | $1.7B | $1.2B | $486.9M | 15 | 200 |
| Mar 2017 | $1.5B | $1.1B | $463.6M | 14 | 26 |
| Jan 2017 | $1.1B | $1.1B | $0 | 12 | 26 |
| Apr 2016 | $1.1B | $1.1B | $0 | 12 | 26 |
| Apr 2016 | $1.1B | $1.1B | $0 | 12 | 26 |
| Mar 2016 | $1.1B | $1.1B | $0 | 12 | 26 |
| Oct 2015 | $2B | $1.5B | $500M | 8 | 0 |
| Oct 2015 | $0 | $0 | $0 | 8 | 0 |
| Sep 2015 | $0 | $0 | $0 | 8 | 0 |
DateMar 2023
Total AUM$5B
Discretionary$3.9B
Non-Disc.$1.1B
Employees29
Clients0
DateMar 2023
Total AUM$5B
Discretionary$3.9B
Non-Disc.$1.1B
Employees29
Clients0
DateNov 2022
Total AUM$5B
Discretionary$3.9B
Non-Disc.$1.1B
Employees29
Clients0
DateMay 2022
Total AUM$5B
Discretionary$3.9B
Non-Disc.$1.1B
Employees29
Clients0
DateMar 2022
Total AUM$5B
Discretionary$3.9B
Non-Disc.$1.1B
Employees29
Clients0
DateDec 2021
Total AUM$3.6B
Discretionary$2.6B
Non-Disc.$978.3M
Employees22
Clients0
DateSep 2021
Total AUM$3.6B
Discretionary$2.6B
Non-Disc.$978.3M
Employees22
Clients0
DateMar 2021
Total AUM$3.6B
Discretionary$2.6B
Non-Disc.$978.3M
Employees22
Clients0
DateNov 2020
Total AUM$2.8B
Discretionary$2.1B
Non-Disc.$668.6M
Employees21
Clients0
DateJun 2020
Total AUM$2.8B
Discretionary$2.1B
Non-Disc.$668.6M
Employees21
Clients0
DateFeb 2020
Total AUM$2.8B
Discretionary$2.1B
Non-Disc.$668.6M
Employees21
Clients0
DateJul 2019
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$619M
Employees22
Clients0
DateMar 2019
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$635M
Employees21
Clients0
DateMar 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$611.6M
Employees17
Clients0
DateMar 2018
Total AUM$2B
Discretionary$1.4B
Non-Disc.$611.6M
Employees17
Clients0
DateSep 2017
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$486.9M
Employees15
Clients200
DateMar 2017
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$463.6M
Employees14
Clients26
DateJan 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients26
DateApr 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients26
DateApr 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients26
DateMar 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients26
DateOct 2015
Total AUM$2B
Discretionary$1.5B
Non-Disc.$500M
Employees8
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0