# CORIENT CAPITAL PARTNERS, LLC

CORIENT CAPITAL PARTNERS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 170920
- Type: SEC-registered investment adviser
- SEC file number: 801-79578
- Location: 500 NEWPORT CENTER DRIVE, SUITE 700, NEWPORT BEACH, CA, 92660
- Phone: (949) 945-2750
- Latest filing: 2023-03-02
- Regulatory AUM: $5.0B
- Discretionary AUM: $3.9B
- Non-discretionary AUM: $1.1B
- Clients: 29
- Accounts: 4,695

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| NAKAMURA LARRY TRISTON | CHIEF COMPLIANCE OFFICER | — |
| HENDERSON JAMES LEE | HEAD OF ADVISORY; MANAGING MEMBER; MEMBER (+1 more) | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| WALTERS JAMES | CHIEF COMPLIANCE OFFICER; HEAD OF FINANCIAL PLANNING; HEAD OF FINANCIAL PLANNING & CHIEF COMPLIANCE OFFICER (+2 more) | — |
| ROONEY JAMES ALBERT | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| COPPS CHRISTOPHER ALDEN | HEAD OF ALTERNATIVES; MEMBER; PARTNER | — |
| PHELPS MICHAEL R | PARTNER | — |
| TENNEY JONATHAN PAUL | MEMBER; PARTNER | — |
| STIMPSON ALEXANDER FARNUM | CHIEF INVESTMENT OFFICER; MEMBER; PARTNER | — |
| HASSENPLUG GORDON | CHIEF COMPLIANCE OFFICER; MEMBER; PARTNER | — |
| WALTERS GREGORY J | PARTNER | — |
| PHELPS MICHAEL RANDALL | CHIEF FINANCIAL OFFICER; MEMBER; PARTNER | — |
| SULTANIAN DHEERAJ | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER; MEMBER | — |
| HALLADAY JACOB A | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170920/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170920/similar
- Related entities: https://search.stillhousedata.com/firm/170920/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170920

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.