Skip to main content
Fund of Funds / Seeder SEC Form ADV 7.B Roadshow Hub: Miami, FL HQ: Miami, FL

Corient IA LLC

$4.6B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($1.77B parsed USD across disclosed rows) across disclosed strategy exposure in Fund of Funds, Multi-Strategy (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$1.77B
Total AUM: $4.6B
Median Disclosed Amount
$118.2M
Range: $79.9M – $378.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 2 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Corient IA LLC

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Cp Endowment Fund, LPAdviser 7.B Vehicle Fund of Funds 2024
$378.4M
Adviser-managed fund GAV · As of September 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Avalon Investment Partners, LLC (Class Income Producing Real Assets)Adviser 7.B Vehicle Fund of Funds 2024
$318.2M
Adviser-managed fund GAV · As of September 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Hedge Strategy Fund, LLCAdviser 7.B Vehicle Fund of Funds 2024
$151.1M
Adviser-managed fund GAV · As of September 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Avalon Investment Partners, LLC (Class Diversifying Strategies)Adviser 7.B Vehicle Fund of Funds 2024
$126.7M
Adviser-managed fund GAV · As of September 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Avalon Investment Partners, LLC (Class Ghost Tree)Adviser 7.B Vehicle Fund of Funds 2024
$125.1M
Adviser-managed fund GAV · As of September 2024
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Corient IA LLC

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Corient IA LLC

4 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Corient IA LLC (7 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 2 Shared Vehicles

Avalon Investment & Advisory

Fund of Funds / Seeder Houston, TX
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Avalon Investment Partners, LLC (Class Ghost Tree) (2024 Vintage)
Corient IA LLC: $318.2M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Avalon Investment & Advisory: $295.7M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Additional shared vehicles: Avalon High Income Municipal Fund, L.P. (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

New Falmouth, LLC

Fund of Funds / Seeder Shaker Heights, OH
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Hedge Strategy Fund, LLC (2024 Vintage)
Corient IA LLC: $151.1M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
New Falmouth, LLC: $151.1M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Additional shared vehicles: Hedge Strategy Fund Qp, LLC (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

Columbia Pacific Wealth Management

Fund of Funds / Seeder Seattle, WA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Cp Endowment Fund, LP (2024 Vintage)
Corient IA LLC: $378.4M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
Columbia Pacific Wealth Management: $344.9M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Additional shared vehicles: Cp Multi-Asset Fund, LP (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+1 Additional Institutional LPs Report Shared Vehicles with Corient IA LLC

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Corient IA LLC

You are viewing 5 open public preview records (out of 12 total tracked records for Corient IA LLC) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (4 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (3) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Corient IA LLC and our interactive GP workspace.

Strategies Disclosed by Corient IA LLC

Fund of Funds LPs →Multi-Strategy LPs →

Frequently Asked Questions: Corient IA LLC

What type of institutional allocator is Corient IA LLC and what is their typical disclosed ticket size?

Corient IA LLC is categorized under Fund of Funds / Seeder (Regional Roadshow Hub: Miami, FL; Headquarters: Miami, FL). Across 12 historical disclosure records tracked on Prilago ($1.77B total parsed USD across disclosed rows), the median disclosed amount is $118.2M (range: $79.9M to $378.4M).

Which private-market strategies appear in Corient IA LLC's public disclosures?

Corient IA LLC has disclosed records across Fund of Funds, Multi-Strategy. Open preview records include Cp Endowment Fund, LP (2024 Vintage), Avalon Investment Partners, LLC (Class Income Producing Real Assets) (2024 Vintage), Hedge Strategy Fund, LLC (2024 Vintage), Avalon Investment Partners, LLC (Class Diversifying Strategies) (2024 Vintage).

How are Corient IA LLC's historical records substantiated and separated from active searches on Prilago?

Records for Corient IA LLC cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Corient IA LLC's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/corient-ia-llc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Corient IA LLC?

In Prilago's bilateral commitment graph, Corient IA LLC shares resolved underlying fund vehicles with 4 institutional LPs across 7 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Avalon Investment & Advisory (2 shared vehicles, e.g. Avalon Investment Partners, LLC (Class Ghost Tree) (2024 Vintage)), New Falmouth, LLC (2 shared vehicles, e.g. Hedge Strategy Fund, LLC (2024 Vintage)), Columbia Pacific Wealth Management (2 shared vehicles, e.g. Cp Endowment Fund, LP (2024 Vintage)).

Related Fund of Funds / Seeder & Miami, FL Institutional LPs

StepStone Emerging & Diverse Manager FoF (16)1 Seed Partners LLC (12)50 South Capital Advisors, LLC (12)57 Stars LLC (12)747 Capital, LLC (12)Aliya Capital Partners LLC (12)Alternative Investment Management, LLC (12)Asia Alternatives Management LLC (12)Avalon Investment & Advisory (12)Bay Hills Capital Management, LLC (12)