Wealth manager, independent · Philadelphia, PA
Corient SHC Partners (US) LP
SEC-registered investment adviser · CRD 289784 · SEC 801-111688
At a glance
Corient SHC Partners (US) LP is an SEC-registered investment adviser based in Philadelphia, Pennsylvania, with $1.7B in regulatory assets under management as of its Form ADV filed July 13, 2026. It reports 36 individual clients, 36 of them high-net-worth, holding an average of about $40 million each, and 36 employees. That ranks it 640th among the nation’s 5,657 independent wealth management RIAs and 47th of 260 in Pennsylvania. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 610-545-6100corient.comAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among independent wealth managers
- #640 of 5,657
- Rank among all SEC RIAs
- #3,970 of 17,210
- Rank in Pennsylvania
- #47 of 260
- Individual clients
- 36
- High-net-worth clients
- 36
- Accounts
- 68
- Discretionary
- 42% of AUM
- Employees
- 36
- Advisory staff
- 22
- Offices
- 4
Owners and executives on its Form ADV
- Keith M. BloomfieldChief Executive Officer
- Andrew P. MehalkoChief Investment Officer
- Peter M. OrtizChief Operating Officer
- Jonathan R. WalshChief Compliance Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It reports a broker-dealer among its affiliates on Form ADV.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 36 | $1.4B | 84% |
| Pooled investment vehicles | 3 | $271M | 16% |
Private funds
Corient SHC Partners (US) LP reports 3 private funds with $271M in gross assets: hedge funds, private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Corient SHC Partners (US) LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗corient.com ↗Corient SHC Partners (US) LP news and profile →
AtlasMembers
The full record on Corient SHC Partners (US) LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,271 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| DT Investment Partners, LLCChadds Ford | $1.9B | 1,296 |
| Mitchell Sinkler & StarrPhiladelphia | $1.8B | 240 |
| Amplius Wealth AdvisorsBlue Bell | $1.7B | 775 |
| Rodgers & AssociatesLancaster | $1.6B | 994 |
| Compass ION Advisors, LLCConshohocken | $1.6B | 1,177 |
| Thrive Wealth Management, LLCAudubon | $1.6B | 865 |
Background
Questions
How much does Corient SHC Partners (US) LP manage?
Corient SHC Partners (US) LP reports $1.7B in regulatory assets under management across 68 accounts, 42% of it on a discretionary basis, on its Form ADV filed July 13, 2026.
How many clients does Corient SHC Partners (US) LP have?
It reports 36 individual clients: 36 high-net-worth individuals and 0 other individuals. Individuals account for about 84% of its regulatory assets.
Where is Corient SHC Partners (US) LP headquartered?
Its main office is in Philadelphia, Pennsylvania. It reports 4 offices in total and 36 employees, 22 of whom perform investment advisory functions.
How does Corient SHC Partners (US) LP charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Corient SHC Partners (US) LP use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 13, 2026, it reports these amounts held: Fidelity ($438M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Corient SHC Partners (US) LP a hybrid RIA with a broker-dealer?
It reports a broker-dealer among its affiliates on Form ADV.
Is Corient SHC Partners (US) LP a fiduciary?
As an SEC-registered investment adviser, Corient SHC Partners (US) LP owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Corient SHC Partners (US) LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →