This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Capital Group · Citibank · Fidelity/NFS · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
About Corient SHC Partners (US) LP
Corient SHC Partners (US) LP is a Philadelphia-based RIA. The firm has been operating for 9 years. Managing $1.7B in total assets under management, with 22 advisory representatives. They custody assets with Broadridge and Capital Group.
Reported data analysis
What the numbers show
Between March 31, 2025 and July 13, 2026, reported AUM increased 101.4%, from $847.9M to $1.7B.
Across 5 reported observations, AUM increased 52.8% between November 30, 2022 and July 13, 2026, from $1.1B to $1.7B.
Of the latest reported AUM, 42.3% is discretionary and 57.7% is non-discretionary.
The firm reports 22 advisory representatives and 39 clients, or 1.8 clients per representative. That equates to $43.8M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Corient SHC Partners (US) LP's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Corient SHC Partners (US) LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KEITH MITCHELL BLOOMFIELD
Chief Executive Officer, Founding Partner
- CRD
- --
- Ownership
- Less than 5%
ANDREW PATRICK MEHALKO
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $722,722,272 | $20,075,619 |
| Non-Discretionary | $985,226,881 | $30,788,340 |
| Total | $1,707,949,153 | $25,116,899 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Corient SHC Partners (US) LP has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Corient SHC Partners (US) LP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.