Corient Shc Wealth Management (Us) Lp
- Regulatory AUM
- $2.3B
- Discretionary
- $1.5B
- Clients
- 74
- Avg AUM / client
- $31.7M
- Accounts
- 130
- Employees
- 36
AUM over time
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 73 | $2.3B | 99.5% |
| Investment companies | 1 | $12.1M | 0.51% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bloomfield, Keith, Mitchell | Chief Executive Officer | Jan 2017 (10y) | Less than 5% | |
| Gregorchuk, Paul, Scott | Vice Chairman | Jan 2017 (10y) | Less than 5% | |
| Pinto, Daniel, Emile | Controller | Apr 2018 (8y) | ≈ 21.09% – 75% via Stanhope Capital Group Sa | |
| Mehalko, Andrew, Patrick | Chief Investment Officer | Jan 2019 (8y) | Less than 5% | |
| Gearhart, William, Ragnar | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% | |
| Ortiz, Peter, Marc | Chief Operating Officer | Jul 2023 (3y) | Less than 5% | |
| Felitsa Kapsas | Registered representative | Apr 2014 (12y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fwm Holdings, Llc | Managing Member | Jul 2011 | A | 75% or more |
| Stanhope Capital (Switzerland) Sa | Member | Feb 2021 | B | ≈ 56.25% – 100% via Fwm Holdings, Llc |
| Stanhope Capital Group Sa | Shareholder | Feb 2021 | B | ≈ 42.19% – 100% via Stanhope Capital (Switzerland) Sa |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Pinto, Daniel, Emile: 50% – 75% of Stanhope Capital Group Sa × 75% – 100% of Stanhope Capital (Switzerland) Sa × 75% – 100% of Fwm Holdings, Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Stanhope Capital (Switzerland) Sa: 75% – 100% of Fwm Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Stanhope Capital Group Sa: 75% – 100% of Stanhope Capital (Switzerland) Sa × 75% – 100% of Fwm Holdings, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.67 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $1.2B (52% of AUM) Jul 2026
- Bank Of America Private Bank $203M (15% of AUM) Mar 2019
- Banque Pictet & Cie Sa $141M (10% of AUM) Mar 2019
- BNY Mellon $119M (4% of AUM) Apr 2024
- Bofa Securities, Inc. $16.0M (1% of AUM) Apr 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗