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Chief Operating Officer · Corient SHC Partners (US) LP

Peter M. Ortiz

CRD 4489860 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Corient SHC Partners (US) LP, an SEC-registered wealth manager based in Philadelphia, PA with $1.7 billion in regulatory assets, lists Peter M. Ortiz on its Form ADV as Chief Operating Officer, a control person. The SEC filings also name Peter at 2 other registered advisers.

Firms and roles

AtlasMembers

Peter’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.