This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

CORIENT SHC PARTNERS (US) LPCRD 289784

Fund type

SECURITY HOLDING LLC

Latest reported GAV

$174Mgross asset value on Schedule D 7.B(1), as of 2026-07-13; never fund size

Peak reported GAV

$174M

Beneficial owners

20

Minimum investment

$25,000

Owned by the adviser

100%

Owned by funds of funds

0%

Owned by non-US persons

2500%

Clients solicited

no

Organised in

Delaware, United States

First reported

Mar 29, 2024

Last reported

Jul 13, 2026fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

2

Fund id

805-5222888849

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f3baaff4-4bbc-4ef3-160f-b419c4275e71

First observed

Mar 29, 2024

Last observed

Jul 13, 2026 2 months ago

Source families

Federal regulator filings

1 registered feed 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.