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CORINTHIA GLOBAL MANAGEMENT

NEW YORK, NY · CRD 332982 · IAPD ↗ · corinthiagm.com · +1 (980) 418-2215

$886.5MRegulatory AUM
19Advisory reps
22Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
May 2026 — CORINTHIA GLOBAL MANAGEMENT reported RAUM down 26% ($1.20B -> $886.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2026 — CORINTHIA GLOBAL MANAGEMENT crossed $1B in regulatory AUM ($261.4M -> $1.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
December 2025 — CORINTHIA GLOBAL MANAGEMENT added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
December 2025 — CORINTHIA GLOBAL MANAGEMENT grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
33
June 2025 — CORINTHIA GLOBAL MANAGEMENT moved its main office from CHICAGO, IL to NEW YORK, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
June 2025 — CORINTHIA GLOBAL MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
June 2025 — CORINTHIA GLOBAL MANAGEMENT now reports 3 private fund(s) ($275.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
60
June 2025 — CORINTHIA GLOBAL MANAGEMENT grew from 6 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
February 2025 — CORINTHIA GLOBAL MANAGEMENT (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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