The CORPS CAPITAL ADVISORS is a privately held investment adviser that advises $310.09mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. CORPS CAPITAL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 132.57% over the last 5-years.
The Group has been registered with the SEC for 7.06 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1900 W KIRKWOOD BLVD. SUITE 1400B, SOUTHLAKE, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 3 investment and 6 non-investment staff. The total number of Employees increased by 125% over the last 5-years.
Their $310.09mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $270.31mn or 87.17% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $39.78mn or 12.83% of Total Assets.
The Group's top investment strategies include Real Estate and Multi Strat, representing 51.79% and 48.21% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $20.6mn in assets.
The Group discloses management fees.
CORPS CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.