Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Corient Ia LLC

Corient Ia LLC

Private equity with venture activity · probableMiami, FLSEC registered investment adviserone firm, 3 filing advisers

This firm files as 3 advisers on : NEW Falmouth, LLC, Stanhope Capital, LLP. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

registered adviser; venture funds are 2% of 111 private funds

Importance
8
low
Active deployment
0
low
Emerging
0
low
Completeness
31
moderate
Freshness
97
high
Research priority
3
low
Identity and regulatory footprint
Headquarters
Miami, FLadviserinfo.sec.gov
Office address
830 BRICKELL PLAZA, SUITE 4800, Miami, FL, 33131adviserinfo.sec.gov
Business phone
(305) 735-2020adviserinfo.sec.gov
Website
unknown
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jul 7, 2026
Private funds reported
111 (8 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$5.7Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$5.1Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
100
Owners on Schedule A
Corient Partners LLC (Owner), E; Corient Management LLC (Owner), E; Corient Private Wealth LLC (Owner), E; CI Financial Corp (Owner), F; Corient Holdings Inc (Owner), F
business phone
(786) 530-4306adviserinfo.sec.govpublished by the subject
business phone
(305) 735-2020adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
2 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Venture Capital Investment Partners 2021, LLCFund2021 name yearMature$10.8M
Sep 10, 2024
49$7.9M
of $30.0M
Oct 14, 2021
Venture Capital Investment Partners 2014, L.L.CFund2014 name yearHarvest$23.0M
Sep 10, 2024
33$8.0M
of $20.0M
Aug 14, 2015
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
5 current, 3 departed
Peter Yoshi Watson
Head Of Alternatives · since Aug 1, 2023
Other
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Francisco Tobias Marin
Chief Financial Officer · since Jul 1, 2023
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Leonard Lawrence Curle Gullan
Chief Operating Officer · since Mar 1, 2023
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Scott William Akins
General Counsel · since Mar 1, 2023
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stephen Chad Estep
Chief Compliance Officer · since Sep 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
3 departed (kept with end dates)
  • Amit Muni · Chief Financial Officer · Mar 1, 2023 to Jul 31, 2024 Inference
  • Larry Triston Nakamura · Chief Compliance Officer · Mar 1, 2023 to Sep 10, 2024 Inference
  • Jaime Emerson Ross · Executive Vice President · Mar 1, 2023 to Dec 11, 2023 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
9 dated events
  1. Sep 10, 2024
    Venture Capital Investment Partners 2014, L.L.C first reported on Form ADV by Corient Ia LLC (Venture Capital Fund), GAV $23,000,000
    Fund first reported on Form ADVFundsFactVenture Capital Investment Partners 2014, L.L.CSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Sep 10, 2024
    Larry Triston Nakamura (Chief Compliance Officer) no longer on Schedule A of Corient Ia LLC
    Person leftPeopleInferenceLarry Triston NakamuraSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Sep 1, 2024
    Stephen Chad Estep joined Schedule A of Corient Ia LLC as Chief Compliance Officer
    Person joinedPeopleFactStephen Chad EstepSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Jul 31, 2024
    Amit Muni (Chief Financial Officer) no longer on Schedule A of Corient Ia LLC
    Person leftPeopleInferenceAmit MuniSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Dec 11, 2023
    Jaime Emerson Ross (Executive Vice President) no longer on Schedule A of Corient Ia LLC
    Person leftPeopleInferenceJaime Emerson RossSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Aug 1, 2023
    Peter Yoshi Watson joined Schedule A of Corient Ia LLC as Head Of Alternatives
    Person joinedPeopleFactPeter Yoshi WatsonSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Jul 1, 2023
    Francisco Tobias Marin joined Schedule A of Corient Ia LLC as Chief Financial Officer
    Person joinedPeopleFactFrancisco Tobias MarinSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Mar 31, 2023
    Cipwia, LLC first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Mar 1, 2023
    Leonard Lawrence Curle Gullan joined Schedule A of Corient Ia LLC as Chief Operating Officer
    Person joinedPeopleFactLeonard Lawrence Curle GullanSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 2% of 111 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 2% of 86 private funds
Evidence
38 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedJul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserJul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserSep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2023-03-31Sep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-07-07Jul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-09-10Sep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedJul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2023-05-09Jul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds0Sep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone(305) 735-2020Jul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone(786) 530-4306Sep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees100Jul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees93Sep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersMiami, FLJul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersMiami, FLSep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address830 BRICKELL PLAZA, SUITE 4800, Miami, FL, 33131Jul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address2 S BISCAYNE BLVD, SUITE 3200, Miami, FL, 33131Sep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited PartnershipJul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Other funds reported28Jul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported44Jul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported111Jul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported86Sep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$5.7BJul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$3.0BSep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$5.1BJul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$4.6BSep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported8Jul 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported2Sep 10, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)