Corient Capital Partners LLC
Legal Name: CORIENT CAPITAL PARTNERS, LLC
Full Contact Details
Corient Capital Partners LLC
500 NEWPORT CENTER DRIVE, SUITE 700, NEWPORT BEACH, CA
(949) 945-2750
Other Info
Corient Capital Partners LLC, a Delaware Limited Liability Company, is an investment advisory firm with a team of 22 experienced professionals, 13 of whom work in advisory roles. The number of clients served by the company is currently undisclosed. As of April 17, 2014, the firm has received an approved status from the SEC, as reported in their last filing.
CI Corient Private Wealth - WHO WE ARE
Phone: 123-456-7890 WHO WE ARE ABOUT US OUR TEAM WHO WE SERVE WHAT WE OFFER A HOLISTIC APPROACH OUR SERVICES CONTACT US SIGN IN WHO WE ARE ABOUT US OUR TEAM WHO WE SERVE WHAT WE OFFER A HOLISTIC APPROACH OUR SERVICES CONTACT US SIGN IN ☰ WHO WE ARE ABOUT US OUR TEAM WHO WE SERVE WHAT WE OFFER A HO…
Direct Owners
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ALEXANDER FARNUM STIMPSON
CHIEF INVESTMENT OFFICER owns less than 5%
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CHRISTOPHER ALDEN COPPS
HEAD OF ALTERNATIVES owns less than 5%
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CORIENT FOUNDERS, LLC
MEMBER owns less than 5%
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CORIENT HOLDINGS, LLC
MANAGING MEMBER owns 75% or more
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DARREN LEE HENDERSON
HEAD OF ADVISORY owns less than 5%
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DHEERAJ SULTANIAN
GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER owns less than 5%
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GORDON HASSENPLUG
PARTNER owns less than 5%
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GREGORY JAMES WALTERS
HEAD OF FINANCIAL PLANNING owns less than 5%
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JAMES ALBERT ROONEY
CHIEF EXECUTIVE OFFICER owns less than 5%
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JONATHAN PAUL TENNEY
PARTNER owns less than 5%
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MICHAEL RANDALL PHELPS
CHIEF FINANCIAL OFFICER owns less than 5%
Indirect Owners
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ALEXANDER FARNUM STIMPSON
MEMBER
-
CHRISTOPHER ALDEN COPPS
MEMBER
-
CORIENT FOUNDERS, LLC
MEMBER owns 75% or more
-
DARREN LEE HENDERSON
MEMBER
-
DHEERAJ SULTANIAN
MEMBER
-
GORDON HASSENPLUG
MEMBER
-
GREGORY JAMES WALTERS
MEMBER
-
JAMES ALBERT ROONEY
MEMBER
-
JONATHAN PAUL TENNEY
MEMBER
-
MICHAEL RANDALL PHELPS
MEMBER
-
JACOB A HALLADAY
MEMBER