Corient Capital Partners, LLC

California
Registered In
09/29/2015
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Corient Capital Partners, LLC at 500 Newport Center Dr STE 700, Newport Beach, Ca 92660 lists Ci Private Wealth, Llc of Miami, FL as the associate.

Overview

Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Out of State
Status
Terminated
Registration Type
Foreign
Foreign Jurisdiction
Delaware
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People

United Agent Group Inc. Registered 1505 Agent
7801 FOLSOM BLVD # 202, SACRAMENTO, CA 95826 (View Past Addresses)
Ci Private Wealth, Llc Manager
2 S BISCAYNE BLVD STE 3200, MIAMI, FL 33131
Showing current associates only (2 of 7 total associates). Create a free account to see the full associate history

Map & Locations

500 NEWPORT CENTER DR STE 700, NEWPORT BEACH, CA 92660 View Map

Financials

Financial Information for Corient Capital Partners, LLC

Form 5500

CORIENT CAPITAL PARTNERS, LLC

500 Newport Center Drive Suite 700, Newport Beach, Ca 92660 (949) 945-2750 EIN:47-5163497 Plan Admin:Kristen Cruz
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCORIENT CAPITAL PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY28 / 0 Assets BOY/EOY$0 / $0 2022 CORIENT CAPITAL PARTNERS 401(K) PLAN - Plan #001 28 / 0 $0 / $0
2021 Plan NameCORIENT CAPITAL PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY21 / 28 Assets BOY/EOY$0 / $0 2021 CORIENT CAPITAL PARTNERS 401(K) PLAN - Plan #001 21 / 28 $0 / $0
2020 Plan NameCORIENT CAPITAL PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY20 / 21 Assets BOY/EOY$0 / $0 2020 CORIENT CAPITAL PARTNERS 401(K) PLAN - Plan #001 20 / 21 $0 / $0
2019 Plan NameCORIENT CAPITAL PARTNERS 401(K) PLAN Plan #001 Participants BOY/EOY19 / 20 Assets BOY/EOY$579,829 / $1,157,938 2019 CORIENT CAPITAL PARTNERS 401(K) PLAN - Plan #001 19 / 20 $579,829 / $1,157,938
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Person/Address Match:Ci Private Wealth Llc -
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Address Match:500 Newport Center Dr Ste 700 Newport Beach, CA
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor
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