CORE CAPITAL MANAGEMENT, LLC

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Company Profile

As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 9 50.00%
of those in investment advisory functions 6 50.00%
AUM* 297,648,744 -12.42%
of that, discretionary 83,943,563 18.50%
Private Fund GAV* 72,364,380 -8.34%
Avg Account Size 1,720,513 -90.29%
High Net Worth 10.79% 100.00%
SMA’s Yes
Private Funds 2
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
324M 277M 231M 185M 139M 92M 46M
2018 2019 2020 2021 2022 2023

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$72,364,380

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