Kore Advisors LP

RIASEC RegisteredEst. 2012
Total AUM
$1.2B
Discretionary
$1.2B
99% of AUM
Avg account
$138M
Accounts
9
Employees
15
Advisory reps
3

Firm details

Headquarters
Boynton Beach, Florida
CRD number
159663
Registered since
February 6, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles71.67%
  • Other28.33%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kore Advisors LP is a limited partnership that has been SEC-registered since 2012 and operates as a multi-strategy manager combining hedge fund and private equity activity. The firm serves institutional clients and runs pooled investment vehicles as well as institutional portfolios. It is organized to act as a sponsor/GP and a CPO/CTA, providing portfolio management for both pooled vehicles and for businesses or institutions. Compensation includes a percentage-of-assets component alongside performance-based fees. Kore does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 81%, Cash & Cash Equivalents 11%, Exchange Traded Equities 7%, Investment Grade Corp Bonds 1%81%
  • Other81%
  • Cash & Cash Equivalents11%
  • Exchange Traded Equities7%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • J. Kosinski

    J. Kosinski

    Co-Founder and Co-Chief Investment OfficerCRD 2255809

  • Trisha Low

    General Counsel & Chief Compliance OfficerCRD 6192492

  • David Kessler

    Co-CIOCRD 8241807

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boynton Beach, FL

Palm Beach

Location

Boynton Beach, FL

Headquartered in Boynton Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1501 Corporate Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth