Data / Investment advisers / Pennsylvania / Corient SHC Wealth Management (US) LP
Corient SHC Wealth Management (US) LP, Philadelphia, PA: $2.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Corient SHC Wealth Management (US) LP is an SEC registered investment adviser with its main office in Philadelphia, Pennsylvania and reports $2.3 billion in regulatory assets under management in its Form ADV filed July 13, 2026. Its clients include high net worth individuals and investment companies. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 1 private fund.
The request: Watch Corient SHC Wealth Management (US) LP (CRD number 151225): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 151225
- SEC file number
- 801-70638
- SEC status
- Approved, effective October 7, 2009
- Main office
- Two Liberty Place Floor 34, Philadelphia, PA 19102
- Phone
- (610) 545-6100
- Website
- fftwealth.com
- Regulatory AUM
- $2,343,505,235 in the Form ADV filed July 13, 2026
- Discretionary AUM
- $1,463,322,922
- Non discretionary AUM
- $880,182,313
- Accounts
- 130
- Employees
- 36, of which 22 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $12,060,771
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $2.33 billion |
| Investment companies | 1 | $12.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.34 billion | March 27, 2026 |
| December 1, 2025 | $6.05 billion | March 31, 2025 |
Other advisers in Philadelphia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| FS Global Advisor, LLC | Philadelphia | $3.01 billion | 2 | adviserinfo.sec.gov |
| Newmarket Investment Management, LP | Philadelphia | $2.82 billion | 15 | adviserinfo.sec.gov |
| Lubert-Adler Management Company, L.P. | Philadelphia | $2.81 billion | 27 | adviserinfo.sec.gov |
| RTD Financial Advisors Inc | Philadelphia | $2.72 billion | Not listed | adviserinfo.sec.gov |
| LL Funds | Philadelphia | $2.61 billion | 20 | adviserinfo.sec.gov |
| FS Structured Products Advisor, LLC | Philadelphia | $2.20 billion | 6 | adviserinfo.sec.gov |
| Transamerica Financial Advisors, LLC | Philadelphia | $2.11 billion | Not listed | adviserinfo.sec.gov |
| Penn Capital Management Company, LLC | Philadelphia | $1.94 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Philadelphia, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving investment companies
- Advisers that manage private funds
- Corient SHC Wealth Management (US) LP on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.