LOANCORE CAPITAL CREDIT ADVISOR LLC
Adviser information for LOANCORE CAPITAL CREDIT ADVISOR LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 45 |
|---|---|
| Investment Advisory/Research | 36 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $25.7M |
| Non-Discretionary | 2 | $8.0B |
| Total | 3 | $8.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $8.0B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-113052 |
|---|---|
| SEC ERA File Number | 801-113052 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 293737 |
| Legal Entity Identifier | None |
Principal Office
55 RAILROAD AVESUITE 100
GREENWICH
CT
United States
Monday - Friday, 9AM-5PM
Tel: 203-861-6000, Fax: 203-861-6006
Chief Compliance Officer
MARC STERNBERG
55 RAILROAD AVE
SUITE 100
GREENWICH
CT
United States
Tel:
203-861-6023
Fax:
202-861-6006
M*********@**********M
(Full email address available in API data)
Regulatory Contact
ARTA NARKAJ
DIRECTOR OF ACCOUNTING
55 RAILROAD AVE
SUITE 100
GREENWICH
CT
United States
Tel:
203-861-6033
A******@***********M
(Full email address available in API data)
Industry Affiliates
| DIVCO WEST REAL ESTATE SERVICES, LLC | Other investment adviser, including financial planners |
| LOANCORE CAPITAL CREDIT MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LOANCORE CAPITAL CREDIT REIT LLC | Hedge Fund | $8,007.2M | $0.0M | 141 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LOANCORE CAPITAL, LLC | Domestic Entity | – | MANAGING MEMBER | 03/2016 | > 75% |
| FINERMAN, MARK, LAWRENCE | Individual | – | CHAIRMAN, CHIEF EXECUTIVE OFFICER AND PRESIDENT | 06/2008 | < 5% |
| GROOPER LLC | Domestic Entity | MF MANAGEMENT HOLDINGS, LLC | MEMBER | 06/2022 | 50-75% |
| FINERMAN, MARK, LAWRENCE | Individual | GROOPER LLC | MEMBER | 07/2008 | > 75% |
| SHEA, TYLER, JONATHAN | Individual | – | CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | 11/2012 | < 5% |
| STERNBERG, MARC, JORDAN | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2019 | < 5% |
| DIVCORE MONTEREY MANAGEMENT HOLDINGS, LLC | Domestic Entity | LOANCORE CAPITAL, LLC | MEMBER | 03/2019 | > 75% |
| SHIFF INVESTMENT COMPANY, LLC | Domestic Entity | DIVCORE CAPITAL, LLC | MEMBER | 06/2022 | 25-50% |
| SHIFF, STUART, ZACHARY | Individual | SHIFF INVESTMENT COMPANY, LLC | MEMBER | 12/2008 | 50-75% |
| JONES, STEPHEN, PARRISH | Individual | – | CHIEF CREDIT OFFICER | 04/2021 | < 5% |
| STEPAN, PAUL, H | Individual | – | HEAD OF BANKING | 03/2021 | < 5% |
| MASHAAL, ROBERT, GIL | Individual | RAVENSMOUNT LIMITED PARTNERSHIP | MEMBER | 06/2022 | > 75% |
| SHIFF FAMILY LEGACY, LLC | Domestic Entity | SHIFF INVESTMENT COMPANY, LLC | MEMBER | 01/2021 | 25-50% |
| SHIFF FAMILY 2020 DYNASTY TRUST | Domestic Entity | SHIFF FAMILY LEGACY, LLC | MEMBER | 12/2020 | > 75% |
| MF MANAGEMENT HOLDINGS, LLC | Domestic Entity | DIVCORE CAPITAL, LLC | MEMBER | 06/2022 | 25-50% |
| DIVCORE CAPITAL, LLC | Domestic Entity | DIVCORE MONTEREY MANAGEMENT HOLDINGS, LLC | MEMBER | 06/2022 | > 75% |
| RAVENSMOUNT LIMITED PARTNERSHIP | Domestic Entity | DIVCORE CAPITAL, LLC | MEMBER | 06/2022 | 25-50% |
| RAVENSMOUNT GENERAL PARTNER, LLC | Domestic Entity | RAVENSMOUNT LIMITED PARTNERSHIP | GENERAL PARTNER | 06/2022 | |
| FIRST REPUBLIC TRUST COMPANY OF DELAWARE, LLC | Domestic Entity | SHIFF FAMILY 2020 DYNASTY TRUST | TRUSTEE | 12/2020 | |
| MASHAAL, ROBERT, GIL | Individual | RAVENSMOUNT GENERAL PARTNER, LLC | MEMBER | 06/2022 | > 75% |