Corient Capital Partners Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Corient Capital Partners

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Corient Capital Partners Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	500 Newport Center Drive Suite 700 Newport Beach, CA 92660

Note: Revenues for privately held companies are statistical evaluations.


Corient Capital Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Corient Capital Partners's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Corient Capital Partners is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Corient Capital Partners Annual Revenue and Growth Rate

Corient Capital Partners	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Corient Capital Partners's revenues are gauged from an analysis of company filings.

Corient Capital Partners's Income Statement (based on Industry Averages)

Corient Capital Partners P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Corient Capital Partners is developing and marketing. Corient Capital Partners doesn't have any recent trademark applications, indicating Corient Capital Partners is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
CORIENT Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management	06/22/2017
CORIENT VENTURES Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management	06/16/2017
CORIENT CAPITAL PARTNERS Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management	09/28/2015

See all trademarks and details in the Full Report.

Market Share of Corient Capital Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Corient Capital Partners, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Corient Capital Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ALLIANZ ASSET MANAGEMENT OF AMERICA	Newport Beach, CA	100
THOMAS JAMES HOMES	Aliso Viejo, CA	46
BEACON POINTE ADVISORS	Newport Beach, CA	22
PATHWAY CAPITAL MANAGEMENT	Irvine, CA	13
STRETTO	Irvine, CA	12
AQ SAGE PERSONNEL	Newport Beach, CA	11

Other Companies at 500 Newport Center Drive, Newport Beach CA

Company	Headquarters	Revenue ($ MM)
TARBOX FAMILY OFFICE	Newport Beach, CA	100
ACACIA RESEARCH GROUP	Newport Beach, CA	70
PARIAX	Newport Beach, CA	13
UNITED CAPITAL FINANCIAL PARTNERS	Newport Beach, CA	9
LONGTAIL ALPHA	Newport Beach, CA	0

Future Competition: Corient Capital Partners's Fastest Growing Competitors

These companies are in the same general field as Corient Capital Partners and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)