← Tributary

CORIENT IA LP

MIAMI, FL · CRD 326262 · IAPD ↗ · (305) 735-2020

$5.11BRegulatory AUM
49Advisory reps
100Employees
0Clients
0Planning clients
111Private funds
9States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
August 2026 — CORIENT IA LLC is now doing business as CORIENT IA LP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
32
July 2026 — CORIENT IA LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
32
April 2026 — CORIENT IA LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
52
April 2026 — CORIENT IA LLC reported RAUM up 39% ($3.68B -> $5.11B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2026 — CORIENT IA LLC grew from 41 to 49 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
34
December 2025 — CORIENT IA LLC notice-filed in MI, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — CORIENT IA LLC added office(s): 10 -> 36 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
32
October 2024 — CORIENT IA LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
October 2024 — CORIENT IA LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2024 — CORIENT IA LLC added office(s): 6 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — CORIENT IA LLC crossed $1B in regulatory AUM ($703.3M -> $4.60B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2024 — CORIENT IA LLC grew from 1 to 45 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.