PRIVACORE

RIASEC RegisteredEst. 2024
Total AUM
$109M
Discretionary
$109M
100% of AUM
Avg account
$36.2M
Accounts
3
Employees
24
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
330893
Registered since
June 24, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Privacore operates as a small, institutionally focused advisory firm that provides portfolio management services to investment companies. The firm is SEC-registered as of 2024 and presents itself primarily as a discretionary manager: its assets under management are fully discretionary and it charges both a percentage-of-AUM fee and performance-based fees. Privacore’s regulatory affiliations span broker-dealer activity, commodity pool and CTA roles, and sponsorship or GP activity for pooled investment vehicles, which indicates the firm combines investment management with operating or sponsoring private pooled structures and trading capabilities. Privacore does not position itself as an active ESG investor and is not registered as a multi-state adviser. Its stated advisory focus is portfolio management for investment companies, suggesting the firm concentrates on managing pooled structures rather than delivering broad retail wealth management or pension consulting services. The combination of fee structures and sponsor/GP roles implies a manager that seeks to align fees with performance while retaining direct operational control over the investment vehicles it manages.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SANDHYA GANAPATHY

    Chief Legal OfficerCRD 7839530

Contacts

1 of 1
  • Brendan Boyle

    Registered RepresentativeCRD 866846

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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
1411 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth