ACORE CAPITAL, LP

RIASEC RegisteredEst. 2015

Total AUM

$18.3B

Discretionary

$8B

44% of AUM

Avg account

$630M

Accounts

29

Employees

121

Advisory reps

7

Firm details

Headquarters: New York, New York
CRD number: 175054
Registered since: April 22, 2015
Website: www.acorecapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Insurance Companies71.3%
Pooled Investment Vehicles28.55%
Other Investment Advisers0.16%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Acore Capital, LP is organized as a limited partnership and is classified as a real estate fund manager. Founded in 2015, the firm serves an institutional client base and performs portfolio management for pooled investment vehicles as well as for businesses and other institutions. It also operates in a CPO/CTA capacity and serves as sponsor, general partner, or managing member of pooled vehicles. The firm charges fees based on a percentage of assets under management and may collect performance-based fees. Acore does not report being an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other100%

Owners & executives

3 of 4

MICHAEL WILKINSON
Chief Financial OfficerCRD 6239084
WARREN DEHAAN
CEOCRD 2909443
DAVID KURZWEIL
Senior Vice President & Chief Compliance OfficerCRD 2379035

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Contacts

3 of 3

PERRY WARD
Managing PartnerCRD 1486553
CHRISTOPHER TOKARSKI
Managing PartnerCRD 2579837
LAWRENCE TAYLOR
Managing Director and General CounselCRD 7531448

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 1177 Avenue of the Americas
Time zone: ET (UTC-5)
Office locations

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