# CORIENT PRIVATE WEALTH LP

CORIENT PRIVATE WEALTH LP of MIAMI, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 319448
- Type: SEC-registered investment adviser
- SEC file number: 801-124978
- Location: 830 BRICKELL PLAZA, SUITE 4800, MIAMI, FL, 33131
- Phone: (305) 735-2020
- Latest filing: 2026-07-08
- Regulatory AUM: $165.3B
- Discretionary AUM: $148.0B
- Non-discretionary AUM: $17.2B
- Clients: 1,537
- Accounts: 113,752

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Leonard Lawrence Curle Gullan | CHIEF OPERATING OFFICER | — |
| Scott William Akins | GENERAL COUNSEL | Miami, FL |
| Kurt Macalpine | CHIEF EXECUTIVE OFFICER | — |
| Andrew Mark Holmberg | HEAD OF SOLUTIONS | — |
| Julie Lynn Silcox | CHIEF MARKETING OFFICER | — |
| Stephen Chad Estep | CHIEF COMPLIANCE OFFICER | — |
| Peter Yoshi Watson | HEAD OF ALTERNATIVES | — |
| Francisco Tobias Marin | CHIEF FINANCIAL OFFICER | — |
| Darren Lee Henderson | HEAD OF US WEALTH ADVISORY | — |
| Alexander Eppler | HEAD OF CLIENT OPERATIONS | — |
| ESTEP STEPHEN CHAD | CHIEF COMPLIANCE OFFICER | — |
| NAKAMURA LARRY TRISTON | CHIEF COMPLIANCE OFFICER | — |
| MUNI AMIT | CHIEF FINANCIAL OFFICER; EVP, CHIEF FINANCIAL OFFICER | — |
| AKINS SCOTT WILLIAM | GENERAL COUNSEL; SVP, GENERAL COUNSEL | — |
| MACALPINE KURT | CHIEF EXECUTIVE OFFICER | — |
| WATSON PETER YOSHI | HEAD OF ALTERNATIVES | — |
| ROSS JAIME EMERSON | EXECUTIVE VICE PRESIDENT | — |
| Gullan Leonard Lawrence Curle | CHIEF OPERATING OFFICER; EVP, CHIEF OPERATING OFFICER | — |
| Holmberg Andrew Mark | EXECUTIVE VICE PRESIDENT AND HEAD OF SOLUTIONS; HEAD OF SOLUTIONS | — |
| SILCOX JULIE LYNN | CHIEF MARKETING OFFICER; EVP AND CHIEF MARKETING OFFICER | — |
| TOBIAS MARIN FRANCISCO | CHIEF FINANCIAL OFFICER | — |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2025-06-12 | regulatory | DUE TO AN OUTSTANDING INTRA-INDUSTRY ARBITRATION AWARD IN FAVOR OF MR. FRANKFORT'S FORMER EMPLOYER, FINRA INITIATED A PROCEEDING ON JUNE 12, 2025 REGARDING THE POTENTIAL SUSPENSION OF MR. FRANKFORT FROM ASSOCIATING WITH ANY FINRA MEMBER FIRMS. | Pending | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/319448/brochure
- Similar advisers: https://search.stillhousedata.com/firm/319448/similar
- Related entities: https://search.stillhousedata.com/firm/319448/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/319448

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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.