CRD: 151225
Corient SHC Wealth Management (US) LP
$2.3B Total AUM
$1.5B Disc. AUM
-11.9% 3Y CAGR
36 Employees
74 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Capital Group · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Foundation legacyTimber +more
- Established Date
- 10-07-2009
- Office Locations
- 7
Office Locations
-- -- --
-- Boston MA
-- NEW York NY
About Corient SHC Wealth Management (US) LP
FFT Wealth Management (founded 2009) serves ultra high net worth families and family offices with wealth planning and investment management. A Stanhope Capital Group company, it provides access to global investment opportunities across public markets and alternatives, including hedge funds. The firm maintains offices worldwide, including Philadelphia and Palm Beach.
Team overview
38 AVG AGE
$106.5M AVG AUM / ADVISOR
$31.7M AVG AUM / CLIENT
6.8 yrs AVG TENURE
36 Employees
22 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Prime Pioneer zenith Prime capital Alpha alpha Delta Momentum legacy
Client Personas
Capital
CRM
Capital
Custodian
Prime oak Legacy
Investment Themes
Signal frontier Crest Oak Wave
Investment Vehicles
Meridian Ridge north
Services
Frontier focus Quantum capital Foundation ridge Momentum signal Alpha radial Vector
Technology
Wave focus Delta North quantum
Owner & Executives
K
KEITH MITCHELL BLOOMFIELD
Chief Executive Officer, Founding Partner
- CRD
- --
- Ownership
- Less than 5%
(452) 928-3479
north.insight@quantumcapital.com
in linkedin.com/in/element-atlas
A
ANDREW PATRICK MEHALKO
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
(419) 931-1513
vital.capital@vertexcapital.com
in linkedin.com/in/wave-vector
G
Glacier oak
Atlas focus
- CRD
- #80486
- Ownership
- 4.0%
(598) 652-7323
meridian.vital@catalystcapital.com
in linkedin.com/in/focus-harbor
Showing 2 of 4 owners & executives
Unlock allContacts
E
Elliott Barker
Senior Investment Analyst
- CRD
- --
(969) 564-4544
catalyst.meridian@vectorcapital.com
in linkedin.com/in/ember-summit
K
Keith M Bloomfield
Founder, Chief Executive Officer
- CRD
- --
(856) 584-4749
value.bridge@signalcapital.com
in linkedin.com/in/crest-wave
V
Value delta
Matrix crest
- CRD
- #69660
(307) 781-3325
catalyst.peak@fusioncapital.com
in linkedin.com/in/value-foundation
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,463,322,922 | $20,610,182 |
| Non-Discretionary | $880,182,313 | $14,918,344 |
| Total | $2,343,505,235 | $18,026,963 |
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Separately Managed Accounts
Total SMA Asset: $2,331,444,464
Private Funds:
19.2% Public Funds:
21.8% Equity - Exchange:
18.7% Cash:
6.0% Equity - OTC:
7.1% Other:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $269,123,275 | 19.2% |
| Public Funds | $305,567,052 | 21.8% |
| Equity - Exchange | $262,114,857 | 18.7% |
| Cash | $84,101,024 | 6.0% |
| Equity - OTC | $99,519,544 | 7.1% |
| Other | $381,257,973 | 27.2% |
| Total | $1,401,683,725 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK MATRIX CAPITAL | MATRIX VALUE | ISI9NCTOD | MBSE | 2.07% | $63,041,571 |
| OAK FUSION BEACON | PRIME MATRIX | FJ3L6J3E8 | OHSXM | 5.03% | $119,558,464 |
| OAK ALPHA WAVE | FOUNDATION FOUNDATION | IOJ465JIA | VCKQ | 1.45% | $102,806,370 |
| PRIME FOUNDATION | ALPHA EAGLE | 5MGIJPTUG | UKPB | 11.92% | $101,623,733 |
| VECTOR BEACON | TIMBER CATALYST | H75283KVF | VNEHH | 11.44% | $6,076,896 |
| VITAL OPTIMA | TIMBER RIDGE | 7SV1XR4RI | FLV | 11.61% | $98,896,813 |
| VECTOR CAPITAL | LEGACY MATRIX | A99VKEKI2 | PZM | 6.97% | $101,760,237 |
| ALPHA HARBOR CATALYST | VECTOR RADIAL | 13VFWY433 | INKRR | 4.51% | $59,662,321 |