Core Capital Partners

RIASEC RegisteredEst. 2019
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$94.7M
Accounts
14
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
162579
Registered since
July 18, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Core Capital Partners operates as a private investment manager focused on closed-end pooled vehicles, with its mandate centered on private equity, venture capital and real estate strategies. The firm serves institutional clients and acts as sponsor, general partner and managing member of its funds, taking an active role in fund formation and portfolio construction. Fee arrangements combine a percentage of assets under management with performance-based compensation tied to fund returns. Core Capital Partners is not positioned as an allocator to outside manager universes; instead it builds and manages its own pooled vehicles and direct funds. The firm is registered with the SEC (since 2019) and is structured as a corporation with individual ownership. It does not identify as an active ESG investor and is not registered as a multistate adviser. Advisory activity is concentrated on portfolio management for pooled investment vehicles rather than broad retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Randolph Klueger

    Randolph Klueger

    CFOCRD 6043176

Contacts

2 of 2
  • William Dunbar

    William Dunbar

    President, DirectorCRD 1554359

  • Mark Levine

    Managing DirectorCRD 6043174

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth