Corinthian Partners Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,808,000
Clients
226
Advisors
4
across 2 offices
About
Corinthian Partners Asset Management LLC provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, corporations and pension/profit‑sharing plans, managing roughly $62.9 million for about 226 clients through a small team of advisors. It offers both discretionary and non‑discretionary portfolio management, ongoing financial planning based on the CFP Board’s seven‑step process, and ad hoc consulting services.
The firm implements fixed‑income, balanced and equity strategies and uses a mix of analytical methods — fundamental and technical analysis, charting, quantitative models, cyclical analysis and modern portfolio theory — to construct portfolios, employing both long‑ and short‑term trading as well as options and short sales when appropriate. CPAM updates client risk tolerance and objectives prior to recommendations and provides periodic reviews and trade confirmations via custodial reporting.
Notably, CPAM is a wholly owned subsidiary of Corinthian Holdings and is affiliated with Corinthian Partners, LLC, a full‑service broker‑dealer and investment banking affiliate that has executed client trades and clears through RBC Capital Markets — an affiliation that is uncommon among peer team firms. The firm discloses the option for clients to route execution to the affiliated broker‑dealer, maintains a written Code of Ethics and monitors personal trading, and uses RBC for custody and clearing services.
Client services
Expertise
Fee options
Financial planning services may be charged on a fixed-rate basis, negotiated with client
Financial planning services may be charged by the hour, negotiated with client
Account minimum: $50,000 Minimum fee: Minimum fee of $500, at discretion of management
Main office
275 Madison Avenue, 8th Floor
New York NY 10016, United States
Offices (2)
Most active in
Florida · Minnesota · New York · Puerto Rico
Also doing business as
Corinthian Partners Asset Management LLC · Corinthian Partners Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Hagin R
CFP®, Series 66
Clearwater, FL
Corinthian Partners Asset Management LLC
Hagin Richeson is a CFP® with 17 years of industry experience and has been with Corinthian Partners Asset Management LLC since 2016. He is a managing partner at Jet Set 3 LLC, a jet brokerage business. Corinthian Partners Asset Management LLC provides investment advisory services to individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $62.9 million for about 226 clients. The firm employs a variety of analytical methods and portfolio strategies, offering both discretionary and non-discretionary management alongside comprehensive financial planning and consulting services.
Derek F
CFP®, Series 63
Chanhassen, MN
Corinthian Partners Asset Management LLC
Derek Fautsch is a CFP® with 10 years of industry experience, currently serving at Corinthian Partners Asset Management LLC. He has worked at Corinthian Partners L.L.C. since 2020 and previously at Secured Retirement Advisors, LLC. Outside of his advisory role, he is Senior Vice President of Investments at Corinthian Partners L.L.C., a broker-dealer and insurance agency. Corinthian Partners Asset Management LLC provides investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a blend of technical, fundamental, cyclical, and quantitative analysis, applying modern portfolio theory across various strategies and offers both discretionary and non-discretionary accounts.
Ian D
Series 66
Clearwater, FL
Corinthian Partners Asset Management LLC
Ian Deliz Morales is a financial advisor at Corinthian Partners Asset Management LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Popular Securities, LLC. Since 2019, he has been with Corinthian Partners Asset Management LLC. Corinthian Partners Asset Management LLC provides investment advisory services to individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing approximately $62.9 million for around 226 clients. The firm uses a combination of fundamental and technical analysis, quantitative models, and modern portfolio theory to implement fixed-income, balanced, and equity strategies, offering both discretionary and non-discretionary portfolio management along with ongoing financial planning.
Edwin T
Series 63, Series 65
Clearwater, FL
Corinthian Partners Asset Management LLC
Edwin Treimanis is a financial advisor at Corinthian Partners Asset Management LLC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Ameriprise and International Assets Advisory. In addition to his advisory role, he is involved with Advisor Excell, assisting with Indexed Universal Life proposals and fixed insurance implementation. Corinthian Partners Asset Management LLC serves individuals, trusts, estates, corporations, and pension/profit-sharing plans, managing about $62.9 million across roughly 226 clients. The firm employs a variety of analytical techniques and investment strategies, including discretionary and non-discretionary portfolio management, and emphasizes regular risk assessment and reporting.
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