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$177 billion In Client Assets

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Corient manages $177+ billion in client assets. All data as of December 31, 2024. Client assets reflect the aggregate assets of Corient Holdings Inc. (“Holdings”), Corient Private Wealth LLC’s upstream US holding company. Client assets include all of the assets in which Holdings has a majority or minority investment. Certain assets are not considered Regulatory Assets Under Management, as defined by the SEC and reported in Corient Private Wealth LLC’s Form ADV.

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