CORE INVESTMENT ADVISORS LLC
Adviser information for CORE INVESTMENT ADVISORS LLC last updated from Form ADV on March 27th, 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 | Ohio, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-118101 |
|---|---|
| SEC ERA File Number | 802-118101 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 287852 |
| Legal Entity Identifier | 81-5463392 |
Principal Office
1086 N. FOURTH ST.SUITE 108
COLUMBUS
OH
United States
Monday - Friday, 8:00 AM TO 5:00 PM EST
Tel: 614-485-2500, Fax: None
Chief Compliance Officer
THOMAS SARKO
1086 N. FOURTH ST.
SUITE 108
COLUMBUS
OH
United States
Tel:
(614) 485-2500
T*****@*****************M
(Full email address available in API data)
Industry Affiliates
| CORE FINANCIAL, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| CORE REAL ESTATE CAPITAL LLC | Sponsor or syndicator of limited partnerships |
| CORE REAL ESTATE CAPITAL OPPORTUNITY FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CREC REAL ESTATE FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CREC REAL ESTATE FUND III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CREC REAL ESTATE, LLC | Sponsor or syndicator of limited partnerships |
| FOURTH STREET RESIDENTIAL | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CORE REAL ESTATE CAPITAL OPPORTUNITY FUND I, LP | Real Estate Fund | $25.9M | $0.5M | 83 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CORE CAPITAL PARTNERS LLC | Domestic Entity | – | MANAGING MEMBER AND 100% OWNER | 02/2017 | > 75% |
| COOPERSMITH, JEFFREY, ALAN | Individual | – | CHAIRMAN/FOUNDER | 01/2021 | < 5% |
| DIXON, AARON, LEE | Individual | – | PRESIDENT/COO | 12/2020 | < 5% |
| COOPERSMITH, JEFFREY, ALAN | Individual | CORE CAPITAL PARTNERS LLC | OWNER/MANAGER | 10/2019 | > 75% |
| SARKO, THOMAS, LOUIS | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2020 | < 5% |