DFX Intelligence
Private Equity Intelligence
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Firms / S•••••••• F•••••• P•••••• E••••• L••••••
S•••••••• F•••••• P•••••• E••••• L••••••
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.
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 5 of 5 distinct vehicles are sworn P•••••• Equity Funds
- Size band
- unsizeddefined by: no P•••••• Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 5 of 5 distinct vehicles are sworn P•••••• Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 30, 2012 to May 17, 2017
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $42.8Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $42.8Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2017-05-17, latest gav Private Equity Fund $42.8M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
- Employees
- unknown
- Headquarters
- London, United Kingdom
- Office address
- 15 SUFFOLK STREET, London, SW1Y 4HG
- Business phone
- 44 (0) 207 036 5000
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F••• T••••••••• C••••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $4.3M as of May 17, 2017 | no Form D | Unknown | |
| F••• K••••••• C••••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $3.9M as of May 17, 2017 | no Form D | Unknown | |
| F••• D•••• P••••••• S•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $6.1M as of May 17, 2017 | no Form D | Mature | |
| F••• I••••••• 2• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $18.3M as of May 17, 2017 | no Form D | Mature | |
| F••• I••••••• 8• E•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $10.3M as of May 17, 2017 | no Form D | Mature |
Team
6 current, 2 former
Managing partner (2)
- D•••• J•••• B•••••• · Chief Executive · since Jul 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H•••• W•••••• S•••••• · Chief Executive · since Jul 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (3)
- A•••• H••• S•••••••• · Director · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• E••••• T•••••••• D••••• · Director · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• V•••••••• F•••••• · Non Executive Director · since Feb 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- S••• C••••••• S••••• S••••• · Head Of Group Risk & Compliance · since Aug 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- B•••••• K•••••• A•••• · Compliance Officer · Feb 1, 2007 to Feb 13, 2013 Inference
- D•••• F•••••• F••••••• · Director · Apr 1, 2009 to Jun 30, 2015 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
11 most recent
- Sep 1, 2026Adviser CRD 162110 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Jun 1, 2026Corient Completes Acquisitions of S•••••••• F•••••• and Stanhope Capital Group; Global Assets Surpass US$500 Billion
- May 13, 2026Corient Announces Acquisition of Capital Advisors, Expanding its Presence in the U.S. Southwest
- Apr 16, 2026Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group
- Apr 9, 2026Corient Announces Acquisition of Vivaldi Capital Management
- Sep 4, 2025Corient Acquires Breed’s Hill Capital, a Premier Wealth Advisor Providing Dedicated Service to Ultra-High-Net-Worth Families
- Feb 6, 2025Corient Acquires Rootstock, an Ultra-High-Net-Worth Pittsburgh-Based RIA with Approximately $600 Million in Assets Under Management
- Jan 15, 2025Corient Acquires Multi-Family Office Business of Geller, Expanding U.S. Wealth Management Presence and Deepening Family Office Capabilities
- Dec 17, 2024Corient to Acquire H.M. Payson, Maine's Largest Registered Investment Advisor
- Nov 1, 2024Corient Acquires $1.8-Billion Ensemble Capital, Bolstering California Presence
- Mar 30, 2012S•••••••• F•••••• P•••••• E••••• L•••••• first filed Form ADV in the extract (ERA)