CORE AND VALUE ADVISORS, LLC

Overview

Core And Value Advisors, LLC is a limited liability company registered with the SEC in 2011 that operates as a real estate‑focused investment manager for institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it also serves in sponsor/GP and managing member roles for pooled vehicles. Its mandate is weighted toward real estate and REIT exposure, supplemented by traditional mutual funds where appropriate. Fee arrangements are varied — the firm charges percentage‑of‑AUM fees, fixed fees and performance‑based fees depending on the engagement. Investment posture is directed at pooled vehicles and institutional mandates rather than retail relationships. The firm is classified as a real estate fund manager and is not identified as an active ESG investor. Core And Value Advisors is not positioned as a capital allocator in the sense of seeding or broadly distributing third‑party alternative strategies outside of its core real estate focus.

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Location & Offices