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CORIENT SHC PARTNERS (US) LP

PHILADELPHIA, PA · CRD 289784 · IAPD ↗ · corient.com · 610-545-6100

$1.71BRegulatory AUM
22Advisory reps
36Employees
0Clients
26-50Planning clients
3Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2026 — LGL PARTNERS, LLC is now doing business as CORIENT SHC PARTNERS (US) LP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
July 2026 — LGL PARTNERS, LLC filed an Item 4A succession naming LGL PARTNERS, LLC (CRD 289784) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
85
April 2026 — LGL PARTNERS, LLC crossed $1B in regulatory AUM ($847.9M -> $1.71B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
April 2025 — LGL PARTNERS, LLC reported RAUM down 30% ($1.20B -> $847.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2024 — LGL PARTNERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
78
April 2024 — LGL PARTNERS, LLC grew from 14 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.