Corient Private Wealth LLC
Have updates for this profile? Please contribute data
= Subscriber Access Only
You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.
With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.
Corient Private Wealth LLC - overview
Location
Miami, FL, US
Primary Industry
Financial Services
About
Based in Florida, US, CI Private Wealth, LLC. operates as a wealth management company that provides financial solutions to individuals and families. In May 2023, Abu Dhabi Investment Authority, Bain Capital, Flexpoint Ford, and Ares Management agreed to acquire a 20% minority stake in CI Private Wealth from CI Financial Corp. for approximately CAD 1.
34 billion. The company serves in the Northeast, Mid-Atlantic, Southeast, Midwest, West, Northwest, And Southwest regions. The company offers personal wealth management, institutional asset management, assistance with the equity selection process, family office services, concierge services, tax preparation, retirement planning, estate planning, philanthropy, business exit planning, and insurance, among other services. In August 2025, Mubadala Capital fully acquired CI Private Wealth for CAD 12.
1 billion, or CAD 32 per share, in a public-to-private deal.
Current Investors
Ares Management, Bain Capital, State of Wisconsin Investment Board
Primary Industry
Financial Services
Sub Industries
Investment Banking
Website
www.corient.com/
Company Stage
Mature
Total Amount Raised
Subscriber access only
Corient Private Wealth LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Announced | Capital Advisors, Inc. | - | ||||||||
| Add-on | Announced | Bedrock Group | - | ||||||||
| Add-on | Completed | Vivaldi Capital Management LP | - | ||||||||
| Add-on | Completed | Bristlecone Advisors, LLC | - | ||||||||
| Add-on | Completed | Breed’s Hill Capital, LLC | - |
Displaying 1 - 5 of 11
Time to go Pro
Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.