Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Fft Wealth Management
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
CORIENT PARTNERS US LPDirect owner · Schedule AInterest in CORIENT SHC WEALTH MANAGEMENT (US) LP
75%+
CORIENT GROUP GP LLC (US)Direct owner · Schedule AInterest in CORIENT SHC WEALTH MANAGEMENT (US) LP
< 5%
CORIENT MANAGEMENT LLC (US)Indirect owner · Schedule BInterest in CORIENT PARTNERS US LP
75%+
CORIENT HOLDINGS INC. (US)Indirect owner · Schedule BInterest in CORIENT MANAGEMENT LLC (US)
75%+
CORIENT TOPCO LLC (US)Indirect owner · Schedule BInterest in CORIENT HOLDINGS INC. (US)
75%+
CORIENT GLOBAL HOLDCO LIMITED (UK)Indirect owner · Schedule BInterest in CORIENT TOPCO LLC (US)
75%+
MC ACCELERATE AGGREGATOR 1, LLC (US)Indirect owner · Schedule BInterest in CORIENT GLOBAL HOLDCO LIMITED (UK)
75%+
CI FINANCIAL HOLDINGS LTD. (UK)Indirect owner · Schedule BInterest in MC ACCELERATE AGGREGATOR 1, LLC (US)
75%+
MC CIF WEALTH MANAGEMENT (UK) LIMITEDIndirect owner · Schedule BInterest in CI FINANCIAL HOLDINGS LTD. (UK)
75%+
MC ACCELERATE HOLDINGS (UK) LPIndirect owner · Schedule BInterest in MC CIF WEALTH MANAGEMENT (UK) LIMITED
75%+
MC ACCELERATE CO-INVEST (UK) LPIndirect owner · Schedule BInterest in MC ACCELERATE HOLDINGS (UK) LP
75%+
MC CIF WEALTH MANAGEMENT HOLDINGS (UK) LTDIndirect owner · Schedule BInterest in MC ACCELERATE CO-INVEST (UK) LP
75%+
MUBADALA CAPITAL LP (UK)Indirect owner · Schedule BInterest in MC MANAGER HOLDCO CIF (UK) LTD
75%+
MUBADALA CAPITAL LLC (UAE)Indirect owner · Schedule BInterest in MDC CAPITAL MANAGEMENT LLC (UAE)
75%+
MAMOURA DIVERSIFIED GLOBAL HOLDING PJSC (UAE)Indirect owner · Schedule BInterest in MUBADALA CAPITAL LLC (UAE)
75%+
MUBADALA INVESTMENT COMPANY PJSC (UAE)Indirect owner · Schedule BInterest in MAMOURA DIVERSIFIED GLOBAL HOLDING PJSC (UAE)
75%+
GOVERNMENT OF THE EMIRATE OF ABU DHABIIndirect owner · Schedule BInterest in MUBADALA INVESTMENT COMPANY PJSC (UAE)
75%+
MC MANAGER HOLDCO CIF (UK) LTDIndirect owner · Schedule BInterest in MC CIF WEALTH MANAGEMENT HOLDINGS (UK) LTD
50% to < 75%
MDC CAPITAL MANAGEMENT LLC (UAE)Indirect owner · Schedule BInterest in MUBADALA CAPITAL LP (UK)
50% to < 75%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Fft Wealth Management.
Reported ownership and control details
Form ADV · Filing date 2026-07-13 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | KEITH MITCHELL BLOOMFIELDCHIEF EXECUTIVE OFFICERIndividual | CORIENT SHC WEALTH MANAGEMENT (US) LP | Less than 5%Code NA | Yes | CHIEF EXECUTIVE OFFICER01/2017 | Schedule APDF page 37 |
| 2 | ANDREW PATRICK MEHALKOCHIEF INVESTMENT OFFICERIndividual | CORIENT SHC WEALTH MANAGEMENT (US) LP | Less than 5%Code NA | No | CHIEF INVESTMENT OFFICER01/2019 | Schedule APDF page 37 |
| 3 | PETER MARC ORTIZCHIEF OPERATING OFFICERIndividual | CORIENT SHC WEALTH MANAGEMENT (US) LP | Less than 5%Code NA | No | CHIEF OPERATING OFFICER07/2023 | Schedule APDF page 37 |
| 4 | JONATHAN RICHARD WALSHCHIEF COMPLIANCE OFFICERIndividual | CORIENT SHC WEALTH MANAGEMENT (US) LP | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER03/2025 | Schedule APDF page 37 |
| 5 | CORIENT PARTNERS US LPOWNERDomestic entity | CORIENT SHC WEALTH MANAGEMENT (US) LP | 75% or moreCode E | Yes | OWNER06/2026 | Schedule APDF page 37 |
| 6 | CORIENT GROUP GP LLC (US)GENERAL PARTNERDomestic entity | CORIENT SHC WEALTH MANAGEMENT (US) LP | Less than 5%Code NA | Yes | GENERAL PARTNER06/2026 | Schedule APDF page 37 |
| 7 | CORIENT MANAGEMENT LLC (US)OWNERDomestic entity | CORIENT PARTNERS US LP | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 37 |
| 8 | CORIENT HOLDINGS INC. (US)OWNERDomestic entity | CORIENT MANAGEMENT LLC (US) | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 37 |
| 9 | CORIENT TOPCO LLC (US)OWNERDomestic entity | CORIENT HOLDINGS INC. (US) | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 37 |
| 10 | CORIENT GLOBAL HOLDCO LIMITED (UK)OWNERForeign entity | CORIENT TOPCO LLC (US) | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 11 | MC ACCELERATE AGGREGATOR 1, LLC (US)OWNERDomestic entity | CORIENT GLOBAL HOLDCO LIMITED (UK) | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 12 | CI FINANCIAL HOLDINGS LTD. (UK)OWNERForeign entity | MC ACCELERATE AGGREGATOR 1, LLC (US) | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 13 | MC CIF WEALTH MANAGEMENT (UK) LIMITEDOWNERForeign entity | CI FINANCIAL HOLDINGS LTD. (UK) | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 14 | MC ACCELERATE HOLDINGS (UK) LPOWNERForeign entity | MC CIF WEALTH MANAGEMENT (UK) LIMITED | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 15 | MC ACCELERATE CO-INVEST (UK) LPOWNERForeign entity | MC ACCELERATE HOLDINGS (UK) LP | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 16 | MC CIF WEALTH MANAGEMENT HOLDINGS (UK) LTDOWNERForeign entity | MC ACCELERATE CO-INVEST (UK) LP | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 17 | MC MANAGER HOLDCO CIF (UK) LTDOWNERForeign entity | MC CIF WEALTH MANAGEMENT HOLDINGS (UK) LTD | 50% to less than 75%Code D | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 18 | MUBADALA CAPITAL LP (UK)OWNERForeign entity | MC MANAGER HOLDCO CIF (UK) LTD | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 19 | MDC CAPITAL MANAGEMENT LLC (UAE)OWNERForeign entity | MUBADALA CAPITAL LP (UK) | 50% to less than 75%Code D | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 20 | MUBADALA CAPITAL LLC (UAE)OWNERForeign entity | MDC CAPITAL MANAGEMENT LLC (UAE) | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 21 | MAMOURA DIVERSIFIED GLOBAL HOLDING PJSC (UAE)OWNERForeign entity | MUBADALA CAPITAL LLC (UAE) | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 22 | MUBADALA INVESTMENT COMPANY PJSC (UAE)OWNERForeign entity | MAMOURA DIVERSIFIED GLOBAL HOLDING PJSC (UAE) | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 38 |
| 23 | GOVERNMENT OF THE EMIRATE OF ABU DHABIOWNERForeign entity | MUBADALA INVESTMENT COMPANY PJSC (UAE) | 75% or moreCode E | Yes | OWNER06/2026 | Schedule BPDF page 38 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 7/13/2026 11:11:08 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.