CORIENT PRIVATE WEALTH LLC

Legal name: CORIENT

CRD #319448 SEC #801-124978 MIAMI, FL (305) 735-2020

SEC Registered Disclosures

Total AUM

$143.6B

Discretionary

$129.4B

Employees

1,181

Clients

Accounts

109,685

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 7, 2025
Branch Offices: 36
LEI: 254900RACBB0CMAMZQ52

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	SVP, GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
AKINS, SCOTT, WILLIAM	I	GENERAL COUNSEL	NA	Control
EPPLER, ALEXANDER	I	HEAD OF CLIENT OPERATIONS	NA	Control
EPPLER, ALEXANDER	I	HEAD OF CLIENT OPERATIONS	NA	Control
EPPLER, ALEXANDER	I	HEAD OF CLIENT OPERATIONS	NA	Control
EPPLER, ALEXANDER	I	HEAD OF CLIENT OPERATIONS	NA	Control
EPPLER, ALEXANDER	I	HEAD OF CLIENT OPERATIONS	NA	Control
EPPLER, ALEXANDER	I	HEAD OF CLIENT OPERATIONS	NA	Control
EPPLER, ALEXANDER	I	HEAD OF CLIENT OPERATIONS	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESTEP, STEPHEN, CHAD	I	CHIEF COMPLIANCE OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
GULLAN, LEONARD, LAWRENCE CURLE	I	CHIEF OPERATING OFFICER	NA	Control
Gullan, Leonard, Lawrence Curle	I	CHIEF OPERATING OFFICER	NA	Control
Gullan, Leonard, Lawrence Curle	I	EVP, CHIEF OPERATING OFFICER	NA	Control
Gullan, Leonard, Lawrence Curle	I	EVP, CHIEF OPERATING OFFICER	NA	Control
Gullan, Leonard, Lawrence Curle	I	EVP, CHIEF OPERATING OFFICER	NA	Control
Gullan, Leonard, Lawrence Curle	I	EVP, CHIEF OPERATING OFFICER	NA	Control
Gullan, Leonard, Lawrence Curle	I	EVP, CHIEF OPERATING OFFICER	NA	Control
Gullan, Leonard, Lawrence Curle	I	EVP, CHIEF OPERATING OFFICER	NA	Control
Gullan, Leonard, Lawrence Curle	I	EVP, CHIEF OPERATING OFFICER	NA	Control
HENDERSON, DARREN, LEE	I	HEAD OF US WEALTH ADVISORY	NA	Control
HENDERSON, DARREN, LEE	I	HEAD OF US WEALTH ADVISORY	NA	Control
HENDERSON, DARREN, LEE	I	HEAD OF US WEALTH ADVISORY	NA	Control
HENDERSON, DARREN, LEE	I	HEAD OF US WEALTH ADVISORY	NA	Control
HENDERSON, DARREN, LEE	I	HEAD OF US WEALTH ADVISORY	NA	Control
HENDERSON, DARREN, LEE	I	HEAD OF US WEALTH ADVISORY	NA	Control
HENDERSON, DARREN, LEE	I	HEAD OF US WEALTH ADVISORY	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
HOLMBERG, ANDREW, MARK	I	HEAD OF SOLUTIONS	NA	Control
Holmberg, Andrew, Mark	I	EXECUTIVE VICE PRESIDENT AND HEAD OF SOLUTIONS	NA	Control
Holmberg, Andrew, Mark	I	EXECUTIVE VICE PRESIDENT AND HEAD OF SOLUTIONS	NA	Control
Holmberg, Andrew, Mark	I	EXECUTIVE VICE PRESIDENT AND HEAD OF SOLUTIONS	NA	Control
Holmberg, Andrew, Mark	I	EXECUTIVE VICE PRESIDENT AND HEAD OF SOLUTIONS	NA	Control
Holmberg, Andrew, Mark	I	EXECUTIVE VICE PRESIDENT AND HEAD OF SOLUTIONS	NA	Control
Holmberg, Andrew, Mark	I	EXECUTIVE VICE PRESIDENT AND HEAD OF SOLUTIONS	NA	Control
Holmberg, Andrew, Mark	I	EXECUTIVE VICE PRESIDENT AND HEAD OF SOLUTIONS	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MACALPINE, KURT	I	CHIEF EXECUTIVE OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	EVP, CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	CHIEF FINANCIAL OFFICER	NA	Control
MUNI, AMIT	I	CHIEF FINANCIAL OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
ROSS, JAIME, EMERSON	I	EXECUTIVE VICE PRESIDENT	NA	Control
SILCOX, JULIE, LYNN	I	EVP AND CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	EVP AND CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	EVP AND CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	EVP AND CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	EVP AND CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	EVP AND CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	EVP AND CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
SILCOX, JULIE, LYNN	I	CHIEF MARKETING OFFICER	NA	Control
TOBIAS MARIN, FRANCISCO	I	CHIEF FINANCIAL OFFICER	NA	Control
TOBIAS MARIN, FRANCISCO	I	CHIEF FINANCIAL OFFICER	NA	Control
TOBIAS MARIN, FRANCISCO	I	CHIEF FINANCIAL OFFICER	NA	Control
TOBIAS MARIN, FRANCISCO	I	CHIEF FINANCIAL OFFICER	NA	Control
TOBIAS MARIN, FRANCISCO	I	CHIEF FINANCIAL OFFICER	NA	Control
TOBIAS MARIN, FRANCISCO	I	CHIEF FINANCIAL OFFICER	NA	Control
TOBIAS MARIN, FRANCISCO	I	CHIEF FINANCIAL OFFICER	NA	Control
TOBIAS MARIN, FRANCISCO	I	CHIEF FINANCIAL OFFICER	NA	Control
TOBIAS MARIN, FRANCISCO	I	CHIEF FINANCIAL OFFICER	NA	Control
TOBIAS MARIN, FRANCISCO	I	CHIEF FINANCIAL OFFICER	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
WATSON, PETER, YOSHI	I	HEAD OF ALTERNATIVES	NA	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CIPW HOLDINGS, LLC	DE	OWNER	E	Control
CIPW HOLDINGS, LLC	DE	OWNER	E	Control
CIPW HOLDINGS, LLC	DE	OWNER	E	Control
CIPW HOLDINGS, LLC	DE	OWNER	E	Control
CIPW HOLDINGS, LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PARTNERS LLC	DE	OWNER	E	Control
CORIENT PRIVATE WEALTH, LLC	DE	OWNER	E	Control
CORIENT PRIVATE WEALTH, LLC	DE	OWNER	E	Control
CORIENT PRIVATE WEALTH, LLC	DE	OWNER	E	Control
CORIENT PRIVATE WEALTH, LLC	DE	OWNER	E	Control
CORIENT PRIVATE WEALTH, LLC	DE	OWNER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	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 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 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 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 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 FINANCIAL CORP	FE	CORIENT HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CORIENT HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CORIENT HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS, INC	E	Control
CI FINANCIAL CORP	FE	CORIENT HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CORIENT HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CORIENT HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CORIENT HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CORIENT HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CORIENT HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CORIENT HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CORIENT HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CORIENT HOLDINGS INC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	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	CI US, LLC	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	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	CIPW HOLDINGS, 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 HOLDINGS, INC	DE	CI US, LLC	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	CI US, LLC	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	CI US, LLC	E	Control
CI US HOLDINGS, INC	DE	CIPW HOLDINGS, LLC	E	Control
CI US HOLDINGS, INC	DE	CIPW HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CIPW HOLDINGS, LLC	DE	CIPW HOLDINGS, LLC	E	Control
CIPW HOLDINGS, LLC	DE	CIPW HOLDINGS, LLC	E	Control
CIPW HOLDINGS, LLC	DE	CIPW HOLDINGS, LLC	E	Control
CIPW HOLDINGS, LLC	DE	CIPW HOLDINGS, LLC	E	Control
CIPW US HOLDINGS, LLC	DE	CIPW HOLDINGS, LLC	E	Control
CORIENT HOLDINGS INC	DE	CORIENT PRIVATE WEALTH, LLC	E	Control
CORIENT HOLDINGS INC	DE	CORIENT PARTNERS LLC	E	Control
CORIENT HOLDINGS INC	DE	CORIENT PARTNERS LLC	E	Control
CORIENT HOLDINGS INC	DE	CORIENT PRIVATE WEALTH, LLC	E	Control
CORIENT HOLDINGS INC	DE	CORIENT PRIVATE WEALTH, LLC	E	Control
CORIENT HOLDINGS INC	DE	CORIENT PRIVATE WEALTH, LLC	E	Control
CORIENT HOLDINGS INC	DE	CORIENT PRIVATE WEALTH, LLC	E	Control
CORIENT HOLDINGS INC	DE	CORIENT MANAGEMENT LLC	E	Control
CORIENT HOLDINGS INC	DE	CORIENT MANAGEMENT LLC	E	Control
CORIENT HOLDINGS INC	DE	CORIENT MANAGEMENT LLC	E	Control
CORIENT HOLDINGS INC	DE	CORIENT MANAGEMENT LLC	E	Control
CORIENT HOLDINGS INC	DE	CORIENT MANAGEMENT LLC	E	Control
CORIENT MANAGEMENT LLC	DE	CORIENT PARTNERS LLC	E	Control
CORIENT MANAGEMENT LLC	DE	CORIENT PARTNERS LLC	E	Control
CORIENT MANAGEMENT LLC	DE	CORIENT PARTNERS LLC	E	Control
CORIENT MANAGEMENT LLC	DE	CORIENT PARTNERS LLC	E	Control
CORIENT MANAGEMENT LLC	DE	CORIENT PARTNERS LLC	E	Control
CORIENT PARTNERS LLC	DE	CORIENT PRIVATE WEALTH, LLC	E	Control
CORIENT PARTNERS LLC	DE	CORIENT PRIVATE WEALTH, LLC	E	Control
CORIENT PARTNERS LLC	DE	CORIENT PRIVATE WEALTH, LLC	E	Control
CORIENT PARTNERS LLC	DE	CORIENT PRIVATE WEALTH, LLC	E	Control
CORIENT PARTNERS LLC	DE	CORIENT PRIVATE WEALTH, LLC	E	Control

Registrations

Federal

Oct 7, 2025 REGISTERED

Notice Filings (52)

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