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Corinthian Partners Asset Management LLC

Corinthian Partners Asset Management LLC. CRD 109385

Corinthian Partners Asset Management LLC logo

CRD: 109385

Corinthian Partners Asset Management LLC

NEW York, NY, 10016
2122871552
$62.9M Total AUM
$62.9M Disc. AUM
25.1% 3Y CAGR
7 Employees
299 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
RBC
Clients
Retail and Institutional
Platforms
CapitalFocus north
Established Date
05-01-1997
Office Locations
2

Office Locations

1727 Coachman Plaza Drive Suite 114 Clearwater FL
275 Madison Avenue 8TH Floor NEW York NY

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.

Team overview

59 AVG AGE
$15.7M AVG AUM / ADVISOR
$210.4K AVG AUM / CLIENT
13.7 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
29yrs Firm Age

Insights

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Asset Classes

Atlas insight Bridge Bridge Bridge wave Bridge Insight Prime

Custodian

North Frontier Foundation Delta ridge Optima

Investment Themes

Atlas pathway Peak Zenith Horizon ridge Frontier Summit

Investment Vehicles

Momentum optima

Platform

Wave

Services

Meridian foundation Unison pioneer Prime foundation Vital ember Signal Foundation Vertex Catalyst delta Alpha

Technology

Optima oak Unison

Owner & Executives

R

RICHARD (NMN) CALABRESE MR

Chairman, President

CRD
#1549013
Ownership
Less than 5%
(965) 816-6275
signal.signal@crestcapital.com
in linkedin.com/in/oak-momentum
M

MITCHELL (NMN) MANOFF MR

Chief Executive Officer

CRD
#815314
Ownership
Less than 5%
(846) 950-6750
quantum.value@capitalcapital.com
in linkedin.com/in/foundation-quantum
M

Meridian zenith

Pioneer focus atlas

CRD
#66024
Ownership
37.7%
(900) 823-2295
ember.timber@primecapital.com
in linkedin.com/in/ridge-momentum

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Contacts

I

ian m deliz morales

--

CRD
#4697350
(718) 960-1539
quantum.element@embercapital.com
in linkedin.com/in/timber-meridian
DEREK MICHAEL FAUTSCH

DEREK MICHAEL FAUTSCH

Senior Vice President

CRD
#6513064
(637) 275-3877
vector.alpha@eaglecapital.com
in linkedin.com/in/matrix-peak
E

Eagle crest

Atlas vertex bridge

CRD
#89278
(831) 713-4022
signal.oak@alphacapital.com
in linkedin.com/in/radial-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-10-2022
03-30-2023
03-25-2024
03-28-2025
03-24-2026
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

$62.9M Total SMA
Equity - Exchange:
21.4%
Public Funds:
23.5%
Cash:
9.1%
Corporate - Investment Grade:
17.9%
Equity - OTC:
10.2%
U.S. Government/Agency:
17.9%
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%

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