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Corient Ia LLC
Corient IA LLC is a registered investment adviser headquartered in Miami, Florida, founded in Delaware. As of 2025, the firm has approximately 90 employees and operates as an affiliate of Corient Private Wealth. Corient IA serves institutional and high-net-worth clients, offering investment management and advisory services. The firm operates as a fee-only fiduciary, focusing on exceeding client expectations, simplifying financial lives, and helping to establish lasting legacies.
Investment Strategy
Corient IA LLC provides investment advisory services with a client-centric, fiduciary approach. The firm designs diversified portfolios tailored to the specific needs and risk tolerances of high-net-worth individuals, families, and institutions. Their strategy emphasizes a long-term perspective, open architecture, and fiduciary duty—aiming to maximize returns while managing risk through a disciplined investment process and access to a broad array of assets and strategies.
Latest 13F Filing Activity
Corient Ia LLC filed their most recent 13F report on Jun 30, 2025 disclosing 284 equity positions with a total 13F market value of $169M. The fund increased holdings in Vertiv HLDGS Co., Trane Technologies PLC, Finance of America Companies I among other positions. Corient Ia LLC reduced exposure to O'reilly Automotive Inc., Anglo American PLC SP Adr, Unitedhealth GRP Inc. among others.
Top Holdings
Equity Positions (284)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VRT | Vertiv Hldgs Co | 1.97% | $3.3M | 26,000 | $128.41 | $128.41 | +$3.3M |
T TT | Trane Technologies PLC | 1.85% | $3.1M | 7,186 | $387.26 | $437.41 | +$1.9M |
H HWM | Howmet Aerospace Inc | 1.76% | $3.0M | 16,000 | $129.73 | $186.13 | +$902.4K |
P PANW | Palo Alto Networks Inc | 1.30% | $2.2M | 10,800 | $170.64 | $204.64 | +$333.1K |
N NFLX | Netflix Inc | 1.28% | $2.2M | 1,623 | $932.53 | $1339.13 | +$636.6K |
Industry Allocation
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