CRD: 109385
Corinthian Partners Asset Management LLC
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- Custodian
- RBC
- Clients
- Retail and Institutional
- Platforms
- CapitalFocus north
- Established Date
- 05-01-1997
- Office Locations
- 2
Office Locations
About Corinthian Partners Asset Management LLC
Corinthian Partners Asset Management is a New York–based advisory firm serving business owners and entrepreneurs with portfolio construction, investment planning, and broader financial, estate, and retirement planning (including insurance). Portfolios use ETFs and mutual funds alongside alternative strategies (e.g., hedge funds, private equity, real estate) and fixed income. The firm operates across retail and institutional channels and uses RBC as a key custodian.
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Owner & Executives
RICHARD (NMN) CALABRESE MR
Chairman, President
- CRD
- #1549013
- Ownership
- Less than 5%
MITCHELL (NMN) MANOFF MR
Chief Executive Officer
- CRD
- #815314
- Ownership
- Less than 5%
Meridian zenith
Pioneer focus atlas
- CRD
- #66024
- Ownership
- 37.7%
Showing 2 of 3 owners & executives
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ian m deliz morales
--
- CRD
- #4697350
DEREK MICHAEL FAUTSCH
Senior Vice President
- CRD
- #6513064
Eagle crest
Atlas vertex bridge
- CRD
- #89278
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,900,000 | $210,368 |
| Non-Discretionary | $0 | -- |
| Total | $62,900,000 | $210,368 |
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Separately Managed Accounts
Total SMA Asset: $62,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $398,182,410 | 21.4% |
| Public Funds | $437,256,385 | 23.5% |
| Cash | $169,320,558 | 9.1% |
| Corporate - Investment Grade | $333,059,119 | 17.9% |
| Equity - OTC | $189,787,878 | 10.2% |
| U.S. Government/Agency | $333,059,119 | 17.9% |
| Total | $1,860,665,469 | 100.0% |