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Corient CRD 319448
$165B regulatory AUM 506 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-08-06 |
Branch Locations
One City Center, Suite 211, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient Services Llc | Miami | FL | 07/2026 | Present |
| Corient | Portland | ME | 07/2026 | Present |
| Hm Payson | Portland | ME | 07/2024 | 07/2026 |
| Chenmark Capital | Portland | ME | 08/2021 | 06/2024 |
| Harvard Business School | Boston | MA | 07/2019 | 06/2021 |
| Toronto Maple Leafs | Toronto | 07/2016 | 06/2019 |
National Hockey League Pensions Society; Yes; 2600-1800 McGill College Avenue, Montréal, QC H3A 3J6; Pension Investments and Planning; Trustee; January 2013; 2; 15-20 per year; Make decisions on the underlying investment securities, asset allocations, and overall policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-01 |
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