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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COPPS, CHRISTOPHER, ALDEN | I | HEAD OF ALTERNATIVES | NA | Control |
| COPPS, CHRISTOPHER, ALDEN | I | HEAD OF ALTERNATIVES | NA | Control |
| COPPS, CHRISTOPHER, ALDEN | I | HEAD OF ALTERNATIVES | NA | Control |
| COPPS, CHRISTOPHER, ALDEN | I | HEAD OF ALTERNATIVES | NA | Control |
| COPPS, CHRISTOPHER, ALDEN | I | HEAD OF ALTERNATIVES | NA | Control |
| COPPS, CHRISTOPHER, ALDEN | I | HEAD OF ALTERNATIVES | NA | Control |
| COPPS, CHRISTOPHER, ALDEN | I | HEAD OF ALTERNATIVES | NA | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | NA | Control |
| COPPS, CHRISTOPHER, ALDEN | I | HEAD OF ALTERNATIVES | NA | Control |
| COPPS, CHRISTOPHER, ALDEN | I | HEAD OF ALTERNATIVES | NA | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | NA | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | NA | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | NA | Control |
| CORIENT FOUNDERS, LLC | DE | MEMBER | NA | Control |
| CORIENT FOUNDERS, LLC | DE | MEMBER | NA | Control |
| CORIENT FOUNDERS, LLC | DE | MEMBER | NA | Control |
| CORIENT FOUNDERS, LLC | DE | MEMBER | NA | Control |
| CORIENT FOUNDERS, LLC | DE | MEMBER | NA | Control |
| CORIENT FOUNDERS, LLC | DE | MEMBER | NA | Control |
| CORIENT FOUNDERS, LLC | DE | MEMBER | NA | Control |
| CORIENT FOUNDERS, LLC | DE | MEMBER | NA | Control |
| CORIENT FOUNDERS, LLC | DE | MEMBER | NA | Control |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HASSENPLUG, GORDON | I | PARTNER | NA | |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| HENDERSON, DARREN, LEE | I | HEAD OF ADVISORY | NA | Control |
| NAKAMURA, LARRY, TRISTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHELPS, MICHAEL, RANDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PHELPS, MICHAEL, RANDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PHELPS, MICHAEL, RANDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PHELPS, MICHAEL, RANDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PHELPS, MICHAEL, RANDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PHELPS, MICHAEL, RANDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PHELPS, MICHAEL, RANDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PHELPS, MICHAEL, RANDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PHELPS, MICHAEL, RANDALL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| ROONEY, JAMES, ALBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROONEY, JAMES, ALBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROONEY, JAMES, ALBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROONEY, JAMES, ALBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROONEY, JAMES, ALBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROONEY, JAMES, ALBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROONEY, JAMES, ALBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROONEY, JAMES, ALBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROONEY, JAMES, ALBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROONEY, JAMES, ALBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ROONEY, JAMES, ALBERT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | NA | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | NA | Control |
| SULTANIAN, DHEERAJ | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SULTANIAN, DHEERAJ | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SULTANIAN, DHEERAJ | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| SULTANIAN, DHEERAJ | I | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | NA | Control |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| TENNEY, JONATHAN, PAUL | I | PARTNER | NA | |
| WALTERS, GREGORY, JAMES | I | HEAD OF FINANCIAL PLANNING | NA | Control |
| WALTERS, GREGORY, JAMES | I | HEAD OF FINANCIAL PLANNING & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, GREGORY, JAMES | I | HEAD OF FINANCIAL PLANNING | NA | Control |
| WALTERS, GREGORY, JAMES | I | HEAD OF FINANCIAL PLANNING & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, GREGORY, JAMES | I | HEAD OF FINANCIAL PLANNING & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, GREGORY, JAMES | I | HEAD OF FINANCIAL PLANNING & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, GREGORY, JAMES | I | HEAD OF FINANCIAL PLANNING & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, GREGORY, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, GREGORY, JAMES | I | HEAD OF FINANCIAL PLANNING & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, GREGORY, JAMES | I | HEAD OF FINANCIAL PLANNING & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, GREGORY, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTERS, GREGORY, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH, LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH, LLC | DE | OWNER | E | Control |
| CORIENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CORIENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CORIENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CORIENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CORIENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CORIENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CORIENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CORIENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CORIENT HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | B | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | B | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | B | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | B | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | B | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | B | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | B | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | B | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | B | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | B | Control |
| COPPS, CHRISTOPHER, ALDEN | I | PARTNER | B | Control |
| HASSENPLUG, GORDON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HASSENPLUG, GORDON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HASSENPLUG, GORDON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HASSENPLUG, GORDON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HASSENPLUG, GORDON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HASSENPLUG, GORDON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HASSENPLUG, GORDON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HASSENPLUG, GORDON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| HASSENPLUG, GORDON | I | PARTNER | B | Control |
| HENDERSON, DARREN, LEE | I | MANAGING MEMBER | B | Control |
| HENDERSON, DARREN, LEE | I | MANAGING MEMBER | B | Control |
| HENDERSON, DARREN, LEE | I | MANAGING MEMBER | B | Control |
| HENDERSON, DARREN, LEE | I | MANAGING MEMBER | B | Control |
| HENDERSON, DARREN, LEE | I | MANAGING MEMBER | B | Control |
| HENDERSON, DARREN, LEE | I | MANAGING MEMBER | B | Control |
| HENDERSON, DARREN, LEE | I | MANAGING MEMBER | B | Control |
| HENDERSON, DARREN, LEE | I | MANAGING MEMBER | B | Control |
| HENDERSON, DARREN, LEE | I | MANAGING MEMBER | B | Control |
| HENDERSON, DARREN, LEE | I | PARTNER | B | Control |
| HENDERSON, DARREN, LEE | I | PARTNER | B | Control |
| PHELPS, MICHAEL, R | I | PARTNER | B | Control |
| PHELPS, MICHAEL, R | I | PARTNER | B | Control |
| PHELPS, MICHAEL, R | I | PARTNER | B | Control |
| PHELPS, MICHAEL, R | I | PARTNER | B | Control |
| PHELPS, MICHAEL, R | I | PARTNER | B | Control |
| PHELPS, MICHAEL, R | I | PARTNER | B | Control |
| PHELPS, MICHAEL, R | I | PARTNER | B | Control |
| PHELPS, MICHAEL, R | I | PARTNER | B | Control |
| PHELPS, MICHAEL, R | I | PARTNER | B | Control |
| PHELPS, MICHAEL, RANDALL | I | PARTNER | B | Control |
| PHELPS, MICHAEL, RANDALL | I | PARTNER | B | Control |
| ROONEY, JAMES, ALBERT | I | CHIEF EXECUTIVE OFFICER | B | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | B | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | B | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | B | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | B | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | B | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | B | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | B | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | B | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | B | Control |
| STIMPSON, ALEXANDER, FARNUM | I | PARTNER | B | Control |
| TENNEY, JONATHAN, PAUL | I | PARTNER | B | Control |
| TENNEY, JONATHAN, PAUL | I | PARTNER | B | Control |
| TENNEY, JONATHAN, PAUL | I | PARTNER | B | Control |
| TENNEY, JONATHAN, PAUL | I | PARTNER | B | Control |
| TENNEY, JONATHAN, PAUL | I | PARTNER | B | Control |
| TENNEY, JONATHAN, PAUL | I | PARTNER | B | Control |
| TENNEY, JONATHAN, PAUL | I | PARTNER | B | Control |
| TENNEY, JONATHAN, PAUL | I | PARTNER | B | Control |
| TENNEY, JONATHAN, PAUL | I | PARTNER | B | Control |
| TENNEY, JONATHAN, PAUL | I | PARTNER | B | Control |
| HASSENPLUG, GORDON | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WALTERS, GREGORY, J | I | PARTNER | A | Control |
| WALTERS, GREGORY, J | I | PARTNER | A | Control |
| WALTERS, GREGORY, J | I | PARTNER | A | Control |
| WALTERS, GREGORY, J | I | PARTNER | A | Control |
| WALTERS, GREGORY, J | I | PARTNER | A | Control |
| WALTERS, GREGORY, J | I | PARTNER | A | Control |
| WALTERS, GREGORY, J | I | PARTNER | A | Control |
| WALTERS, GREGORY, J | I | PARTNER | A | Control |
| WALTERS, GREGORY, J | I | PARTNER | A | Control |
| WALTERS, GREGORY, JAMES | I | PARTNER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COPPS, CHRISTOPHER, ALDEN | I | CORIENT FOUNDERS, LLC | F | Control |
| COPPS, CHRISTOPHER, ALDEN | I | CORIENT FOUNDERS, LLC | F | Control |
| COPPS, CHRISTOPHER, ALDEN | I | CORIENT FOUNDERS, LLC | F | Control |
| COPPS, CHRISTOPHER, ALDEN | I | CORIENT FOUNDERS, LLC | F | Control |
| COPPS, CHRISTOPHER, ALDEN | I | CORIENT FOUNDERS, LLC | F | Control |
| COPPS, CHRISTOPHER, ALDEN | I | CORIENT FOUNDERS, LLC | F | Control |
| COPPS, CHRISTOPHER, ALDEN | I | CORIENT FOUNDERS, LLC | F | Control |
| COPPS, CHRISTOPHER, ALDEN | I | CORIENT FOUNDERS, LLC | F | Control |
| COPPS, CHRISTOPHER, ALDEN | I | CORIENT FOUNDERS, LLC | F | Control |
| HALLADAY, JACOB, A | I | CORIENT HOLDINGS, LLC | F | |
| HALLADAY, JACOB, A | I | CORIENT HOLDINGS, LLC | F | |
| HALLADAY, JACOB, A | I | CORIENT HOLDINGS, LLC | F | |
| HALLADAY, JACOB, A | I | CORIENT HOLDINGS, LLC | F | |
| HALLADAY, JACOB, A | I | CORIENT HOLDINGS, LLC | F | |
| HALLADAY, JACOB, A | I | CORIENT HOLDINGS, LLC | F | |
| HALLADAY, JACOB, A | I | CORIENT HOLDINGS, LLC | F | |
| HALLADAY, JACOB, A | I | CORIENT HOLDINGS, LLC | F | |
| HASSENPLUG, GORDON | I | CORIENT FOUNDERS, LLC | F | Control |
| HASSENPLUG, GORDON | I | CORIENT FOUNDERS, LLC | F | Control |
| HASSENPLUG, GORDON | I | CORIENT FOUNDERS, LLC | F | Control |
| HASSENPLUG, GORDON | I | CORIENT FOUNDERS, LLC | F | Control |
| HASSENPLUG, GORDON | I | CORIENT FOUNDERS, LLC | F | Control |
| HASSENPLUG, GORDON | I | CORIENT FOUNDERS, LLC | F | Control |
| HASSENPLUG, GORDON | I | CORIENT FOUNDERS, LLC | F | Control |
| HASSENPLUG, GORDON | I | CORIENT FOUNDERS, LLC | F | Control |
| HASSENPLUG, GORDON | I | CORIENT FOUNDERS, LLC | F | Control |
| HENDERSON, DARREN, LEE | I | CORIENT FOUNDERS, LLC | F | Control |
| HENDERSON, DARREN, LEE | I | CORIENT FOUNDERS, LLC | F | Control |
| HENDERSON, DARREN, LEE | I | CORIENT FOUNDERS, LLC | F | Control |
| HENDERSON, DARREN, LEE | I | CORIENT FOUNDERS, LLC | F | Control |
| HENDERSON, DARREN, LEE | I | CORIENT FOUNDERS, LLC | F | Control |
| HENDERSON, DARREN, LEE | I | CORIENT FOUNDERS, LLC | F | Control |
| HENDERSON, DARREN, LEE | I | CORIENT FOUNDERS, LLC | F | Control |
| HENDERSON, DARREN, LEE | I | CORIENT FOUNDERS, LLC | F | Control |
| HENDERSON, DARREN, LEE | I | CORIENT FOUNDERS, LLC | F | Control |
| PHELPS, MICHAEL, RANDALL | I | CORIENT FOUNDERS, LLC | F | Control |
| PHELPS, MICHAEL, RANDALL | I | CORIENT FOUNDERS, LLC | F | Control |
| PHELPS, MICHAEL, RANDALL | I | CORIENT FOUNDERS, LLC | F | Control |
| PHELPS, MICHAEL, RANDALL | I | CORIENT FOUNDERS, LLC | F | Control |
| PHELPS, MICHAEL, RANDALL | I | CORIENT FOUNDERS, LLC | F | Control |
| PHELPS, MICHAEL, RANDALL | I | CORIENT FOUNDERS, LLC | F | Control |
| PHELPS, MICHAEL, RANDALL | I | CORIENT FOUNDERS, LLC | F | Control |
| PHELPS, MICHAEL, RANDALL | I | CORIENT FOUNDERS, LLC | F | Control |
| PHELPS, MICHAEL, RANDALL | I | CORIENT FOUNDERS, LLC | F | Control |
| ROONEY, JAMES, ALBERT | I | CORIENT HOLDINGS, LLC | F | Control |
| ROONEY, JAMES, ALBERT | I | CORIENT HOLDINGS, LLC | F | Control |
| ROONEY, JAMES, ALBERT | I | CORIENT HOLDINGS, LLC | F | Control |
| ROONEY, JAMES, ALBERT | I | CORIENT HOLDINGS, LLC | F | Control |
| ROONEY, JAMES, ALBERT | I | CORIENT HOLDINGS, LLC | F | Control |
| ROONEY, JAMES, ALBERT | I | CORIENT HOLDINGS, LLC | F | Control |
| ROONEY, JAMES, ALBERT | I | CORIENT HOLDINGS, LLC | F | Control |
| ROONEY, JAMES, ALBERT | I | CORIENT HOLDINGS, LLC | F | Control |
| ROONEY, JAMES, ALBERT | I | CORIENT HOLDINGS, LLC | F | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CORIENT FOUNDERS, LLC | F | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CORIENT FOUNDERS, LLC | F | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CORIENT FOUNDERS, LLC | F | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CORIENT FOUNDERS, LLC | F | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CORIENT FOUNDERS, LLC | F | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CORIENT FOUNDERS, LLC | F | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CORIENT FOUNDERS, LLC | F | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CORIENT FOUNDERS, LLC | F | Control |
| STIMPSON, ALEXANDER, FARNUM | I | CORIENT FOUNDERS, LLC | F | Control |
| SULTANIAN, DHEERAJ | I | CORIENT HOLDINGS, LLC | F | Control |
| SULTANIAN, DHEERAJ | I | CORIENT HOLDINGS, LLC | F | Control |
| TENNEY, JONATHAN, PAUL | I | CORIENT FOUNDERS, LLC | F | Control |
| TENNEY, JONATHAN, PAUL | I | CORIENT FOUNDERS, LLC | F | Control |
| TENNEY, JONATHAN, PAUL | I | CORIENT FOUNDERS, LLC | F | Control |
| TENNEY, JONATHAN, PAUL | I | CORIENT FOUNDERS, LLC | F | Control |
| TENNEY, JONATHAN, PAUL | I | CORIENT FOUNDERS, LLC | F | Control |
| TENNEY, JONATHAN, PAUL | I | CORIENT FOUNDERS, LLC | F | Control |
| TENNEY, JONATHAN, PAUL | I | CORIENT FOUNDERS, LLC | F | Control |
| TENNEY, JONATHAN, PAUL | I | CORIENT FOUNDERS, LLC | F | Control |
| TENNEY, JONATHAN, PAUL | I | CORIENT FOUNDERS, LLC | F | Control |
| WALTERS, GREGORY, JAMES | I | CORIENT FOUNDERS, LLC | F | Control |
| WALTERS, GREGORY, JAMES | I | CORIENT FOUNDERS, LLC | F | Control |
| WALTERS, GREGORY, JAMES | I | CORIENT FOUNDERS, LLC | F | Control |
| WALTERS, GREGORY, JAMES | I | CORIENT FOUNDERS, LLC | F | Control |
| WALTERS, GREGORY, JAMES | I | CORIENT FOUNDERS, LLC | F | Control |
| WALTERS, GREGORY, JAMES | I | CORIENT FOUNDERS, LLC | F | Control |
| WALTERS, GREGORY, JAMES | I | CORIENT FOUNDERS, LLC | F | Control |
| WALTERS, GREGORY, JAMES | I | CORIENT FOUNDERS, LLC | F | Control |
| WALTERS, GREGORY, JAMES | I | CORIENT FOUNDERS, LLC | F | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS, INC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS INC | E | Control |
| CI FINANCIAL CORP | FE | CI US HOLDINGS, INC | E | Control |
| CI US HOLDINGS INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS, INC | DE | CIPW HOLDINGS, LLC | E | Control |
| CI US HOLDINGS, INC | DE | CI US, LLC | E | Control |
| CI US, LLC | DE | CIPW TOPCO, LLC | E | Control |
| CI US, LLC | DE | CIPW TOPCO, LLC | E | Control |
| CI US, LLC | DE | CIPW HOLDINGS, LLC | E | Control |
| CIPW HOLDINGS, LLC | DE | CI PRIVATE WEALTH, LLC | E | Control |
| CIPW HOLDINGS, LLC | DE | CI PRIVATE WEALTH, LLC | E | Control |
| CIPW TOPCO, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CIPW TOPCO, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CORIENT FOUNDERS, LLC | DE | CORIENT HOLDINGS, LLC | E | Control |
| CORIENT FOUNDERS, LLC | DE | CORIENT HOLDINGS, LLC | E | Control |
| CORIENT FOUNDERS, LLC | DE | CORIENT HOLDINGS, LLC | E | Control |
| CORIENT FOUNDERS, LLC | DE | CORIENT HOLDINGS, LLC | E | Control |
| CORIENT FOUNDERS, LLC | DE | CORIENT HOLDINGS, LLC | E | Control |
| CORIENT FOUNDERS, LLC | DE | CORIENT HOLDINGS, LLC | E | Control |
| CORIENT FOUNDERS, LLC | DE | CORIENT HOLDINGS, LLC | E | Control |
| CORIENT FOUNDERS, LLC | DE | CORIENT HOLDINGS, LLC | E | Control |
| CORIENT FOUNDERS, LLC | DE | CORIENT HOLDINGS, LLC | E | Control |
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Mar 3, 2023 REGISTERED
Notice Filings (17)
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Address
500 NEWPORT CENTER DRIVESUITE 700
NEWPORT BEACH, CA 92660
United States
Phone: (949) 945-2750