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Private equityFirmhybrid manager · probableunsized

Corient Shc Wealth Management (US) LP

Private Equity

Philadelphia, PA

Corient is a fee-only wealth management firm that offers ultra high net worth and uber high net worth individuals with solutions to simplify their wealth.

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Search this name across graphsid dfx:pe:fb9e58c2-1d4c-4f18-9270-9ea4869a6f27

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 10
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
12 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Fft Wealth Management

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

CORIENT SHC WEALTH MANAGEMENT (US) LP

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 0
PE funds: 0
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Website: fftwealth.com

Relationships

Firm member (1)

→ Stanhope CapitalFirmadviser
factDFX's own graph

Dated events

Occurred
Jun 1, 2026
Firm news
Corient Completes Acquisitions of Stonehage Fleming and Stanhope Capital Group; Global Assets Surpass US$500 Billion
The subject's own siteobserved 2 days ago
Occurred
May 13, 2026
Firm news
Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest
The subject's own siteobserved 2 days ago
Occurred
Apr 16, 2026
Firm news
Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group
The subject's own siteobserved 2 days ago
Occurred
Apr 9, 2026
Firm news
Corient Announces Acquisition of Vivaldi Capital Management
The subject's own siteobserved 2 days ago
Occurred
Sep 4, 2025
Firm news
Corient Acquires Breed’s Hill Capital, a Premier Wealth Advisor Providing Dedicated Service to Ultra-High-Net-Worth Families
The subject's own siteobserved 2 days ago
Occurred
Feb 6, 2025
Firm news
Corient Acquires Rootstock, an Ultra-High-Net-Worth Pittsburgh-Based RIA with Approximately $600 Million in Assets Under Management
The subject's own siteobserved 2 days ago
Occurred
Jan 15, 2025
Firm news
Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities
The subject's own siteobserved 2 days ago
Occurred
Dec 17, 2024
Firm news
Corient to Acquire H.M. Payson, Maine's Largest Registered Investment Advisor
The subject's own siteobserved 2 days ago
Occurred
Nov 1, 2024
Firm news
Corient Acquires $1.8-Billion Ensemble Capital, Bolstering California Presence
The subject's own siteobserved 2 days ago
Occurred
Oct 7, 2009
New adviser on SEC roster
Corient Shc Wealth Management (US) LP reports 1 Private Equity Fund(s) on its current Form ADV (Approved); not in the 2011-2024 extract
Form ADVobserved 5 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:fb9e58c2-1d4c-4f18-9270-9ea4869a6f27
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.