KORR ACQUISITIONS
KORR ACQUISITIONS GROUP, INC. Legal Name
Adviser information for KORR ACQUISITIONS 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 2 | $161.4M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $161.4M |
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 | 1 | $155.4M |
| 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 | 1 | $6.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesINVESTMENT ADVISORY SERVICES TO REGISTERED INVESTMENT ADVISORS |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Principal Office
1400 OLD COUNTRY ROADSUITE 306
WESTBURY
NY
United States
Monday - Friday, 9AM-5PM
Tel: 855-567-7858, Fax: 516-802-0911
Chief Compliance Officer
KENNETH A. ORR
CEO/CIO
1400 OLD COUNTRY ROAD
SUITE 305
WESTBURY
NY
United States
Tel:
855-567-7858
Fax:
516-802-0911
K*@*********M
(Full email address available in API data)
Regulatory Contact
KENNETH A. ORR
CEO/CIO
1400 OLD COUNTRY ROAD
SUITE 305
WESTBURY
NY
United States
Tel:
855-567-7858
Fax:
516-802-0911
K*@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| KORR FIXED INCOME | FIXED INCOME | $6.0M | $0.1M | 6 |
| KORR VALUE LP | Hedge Fund | $153.3M | $0.5M | 7 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ORR, KENNETH, ADAM | Individual | – | PRESIDENT/TREASURER/SECRETARY/CEO/CIO/SENIOR ANALYST/CCO | 05/2015 | 25-50% |
| ORR, CORI, JOY | Individual | – | OWNER & MANAGING DIRECTOR | 05/2015 | 25-50% |