The CORE FINANCIAL PARTNERS is a privately held investment adviser that advises $344.56mn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. CORE FINANCIAL PARTNERS 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 60.17% over the last 5-years.
The Group has been registered with the SEC for 11.09 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 222 N PACIFIC COAST HIGHWAY STE 1900, EL SEGUNDO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 2 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.
Their $344.56mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $208.54mn or 60.52% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $42.88mn or 12.44% of Total Assets.
The Group's top investment strategies include Infrastructure and Early Stage, representing 95.57% and 4.43% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $42.88mn in assets.
The Group discloses fixed fees and management fees.
CORE FINANCIAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.