Investment adviser · CRD 294547
KORE PRIVATE WEALTH, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 1, 2023
- Regulatory AUM
- $5.12B Form ADV · Item 5.F
- Client accounts
- 5,836 Accounts, not individual clients
- Employees
- 27 Reported in this filing
- Advisory professionals
- 17 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 485 | $4,349,551,998 | 84.9% |
| Corporations & businesses | 125 | $546,392,915 | 10.7% |
| Charities | 42 | $135,477,035 | 2.6% |
| Retirement plans | 96 | $77,037,163 | 1.5% |
| Individuals | 33 | $11,450,684 | 0.2% |
| Insurance companies | Fewer than 5 | $1,819,160 | 0.0% |
| Pooled investment vehicles | 1 | $9,999 | 0.0% |
Filing source
Form ADV 1721930 · Mar 1, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Mar 1, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
330 MADISON AVE., 29TH FLOORNEW YORK, NY, 10017, United States
CRD 294547
Filing source
Form ADV 1721930 · Mar 1, 2023 · 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.