CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
Adviser information for CORINTHIAN PARTNERS ASSET MANAGEMENT LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 7 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 204 | $36.2M |
| Non-Discretionary | 0 | $0 |
| Total | 204 | $36.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 116 | $17.6M |
| HNW Individuals | 6 | $8.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 14 | $2.0M |
| Charitable organizations | <5 | $112,805 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 19 | $8.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-116896 |
|---|---|
| SEC ERA File Number | 801-116896 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 109385 |
| Legal Entity Identifier | None |
Principal Office
570 LEXINGTON REVENUESUITE 1600
NEW YORK
NY
United States
Monday - Friday, 9AM - 5PM
Tel: 212-287-1500, Fax: 212-287-1588
Websites
Chief Compliance Officer
HAGIN GIFFORD RICHESON
CCO
1727 COACHMAN PLAZA DRIVE
SUITE 114
CLEARWATER
FL
United States
Tel:
813-570-8354
H********@*********************M
(Full email address available in API data)
Regulatory Contact
MITCHELL MANOFF
CEO
570 LEXINGTON REVENUE
SUITE 1600
NEW YORK
NY
United States
Tel:
212-287-1500
Fax:
212-287-1588
M******@*********************M
(Full email address available in API data)
Industry Affiliates
| CORINTHIAN PARTNERS, L.L.C. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CORINTHIAN PARTNERS, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MANOFF, MITCHELL, (NMN) | Individual | – | CEO | 05/1997 | < 5% |
| CALABRESE, RICHARD, (NMN) | Individual | – | PRESIDENT / CHAIRMAN | 05/1997 | < 5% |
| CORINTHIAN HOLDINGS, LLC | Domestic Entity | – | MANAGING MEMBER | 05/1997 | > 75% |
| MANOFF, MITCHELL, (NMN) | Individual | CORINTHIAN HOLDINGS, LLC | LLC MEMBER | 05/1997 | 50-75% |
| CALABRESE, RICHARD, (NMN) | Individual | CORINTHIAN HOLDINGS, LLC | LLC MEMBER | 05/1997 | 50-75% |
| RICHESON, HAGIN, GIFFORD | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2022 | < 5% |