other names
  • CORETRUST INVESTMENT MANAGEMENT LLC
  • CORETRUST INVESTMENT MANAGEMENT, LLC

Adviser Profile

As of Date 02/02/2024
Registration status Terminated
ADV Location LOS ANGELES, CA, United States
Contact Info 213 xxxxxxx
Websites
AUM* 121,755,761 -63%
of that, discretionary 121,755,761 -63%
Private Fund GAV* 0
Avg Account Size 60,877,881 -63%
SMA’s No
Private Funds 0 2

Adviser Type

- Large advisory firm

Number of Employees 27 -10%

of those in investment advisory functions 11 -8%

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

326M 280M 233M 187M 140M 93M 47M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary