Investment adviser · CRD 287852

CORE INVESTMENT ADVISORS LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

COLUMBUS, OH, United States · Form ADV filed May 1, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

19 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CORE REAL ESTATE CAPITAL OPPORTUNITY FUND I, LPReal Estate Fund · Last reported May 1, 2026$16.7MGross asset value

Form D fundraising filings

CORE REAL ESTATE CAPITAL OPPORTUNITY FUND I, LP

Fund administrator JUNIPER SQUARE, INC. SAN FRANCISCO, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP PARSIPPANY, New Jersey, United States
Custodian KEYBANK CLEVELAND, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-8661481069
Reported beneficial owners
83
Minimum commitment
$500K
Form D file number
021-293711

Form ADV 2102575 · May 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CORE LIGHTHOUSE APARTMENTS LLCReal Estate Fund · Last reported Jun 17, 2019$116MGross asset value

Form D fundraising filings

Core Lighthouse Apartments LLC

Marketer CORE FINANCIAL, LLC COLUMBUS, Ohio, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

CORE FINANCIAL, LLC
CRD 151044 · SEC 8-68330

Fund details & source
Fund ID
805-9571341638
Reported beneficial owners
100
Minimum commitment
$10K
Form D file number
021-222725

Form ADV 1329720 · Jun 17, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CORE GARDEN VIEW APARTMENTS LLCReal Estate Fund · Last reported Jun 17, 2019$72.2MGross asset value

Form D fundraising filings

Core Garden View Apartments LLC

Marketer CORE FINANCIAL, LLC COLUMBUS, Ohio, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

CORE FINANCIAL, LLC
CRD 151044 · SEC 8-68330

Fund details & source
Fund ID
805-9118142133
Reported beneficial owners
74
Minimum commitment
$10K
Form D file number
021-182719

Form ADV 1329720 · Jun 17, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CORE WINDSOR APARTMENTS LLCReal Estate Fund · Last reported Jun 17, 2019$72MGross asset value

Form D fundraising filings

Core Windsor Apartments LLC

Marketer CORE FINANCIAL, LLC COLUMBUS, Ohio, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

CORE FINANCIAL, LLC
CRD 151044 · SEC 8-68330

Fund details & source
Fund ID
805-8283217161
Reported beneficial owners
83
Minimum commitment
$10K
Form D file number
021-208053

Form ADV 1329720 · Jun 17, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CORE EVP APARTMENTS LLCReal Estate Fund · Last reported Jun 17, 2019$67MGross asset value

Form D fundraising filings

CORE EVP APARTMENTS LLC

Marketer CORE FINANCIAL, LLC COLUMBUS, Ohio, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

CORE FINANCIAL, LLC
CRD 151044 · SEC 8-68330

Fund details & source
Fund ID
805-4297452284
Reported beneficial owners
78
Minimum commitment
$10K
Form D file number
021-166904

Form ADV 1329720 · Jun 17, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CORE TOWSON CROSSING APARTMENTS LLCReal Estate Fund · Last reported Jun 17, 2019$63.2MGross asset value

Form D fundraising filings

Core Towson Crossing Apartments

Marketer CORE FINANCIAL, LLC COLUMBUS, Ohio, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

CORE FINANCIAL, LLC
CRD 151044 · SEC 8-68330

Fund details & source
Fund ID
805-2537614220
Reported beneficial owners
82
Minimum commitment
$10K
Form D file number
021-240883

Form ADV 1329720 · Jun 17, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CORE NORTH POINTE APARTMENTS LLCReal Estate Fund · Last reported Apr 30, 2018$44MGross asset value

Form D fundraising filings

Core North Pointe Apartments LLC

Marketer CORE FINANCIAL, LLC COLUMBUS, Ohio, United States Related to adviser: Yes
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
Yes

CORE FINANCIAL, LLC
CRD 151044 · SEC 8-68330

Fund details & source
Fund ID
805-4431371544
Reported beneficial owners
92
Minimum commitment
$100K
Form D file number
021-201686

Form ADV 1214480 · Apr 30, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 1, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

1086 N. FOURTH ST., SUITE 108
COLUMBUS, OH, 43201-3684, United States

CRD 287852

Filing source

Form ADV 2102575 · May 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.