CORRY CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- VERO BEACH, Florida
- CRD number
- 165403
- Registered since
- March 19, 2013
- Website
- www.corrycapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Corry Capital Advisors, LLC is an SEC-registered limited liability company that operates as an alternative fund provider focused on institutional clients. The firm’s primary advisory activity is portfolio management for pooled investment vehicles, and it also serves in sponsor and general partner capacities for those vehicles. Corry Capital charges both a percentage-of-assets fee and performance-based fees, and it was first SEC-registered in 2013. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and is not classified as a capital allocator or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DENISE ALFIERI
Chief Compliance OfficerCRD 4574164
Contacts
3 of 3MICHELLE WORSLEY
Senior Managing DirectorCRD 6466968
ZACHARY KAPPEL
Senior Managing Director, General Counsel, CCOCRD 6466966
WILLIAM CORRY
Founder and OwnerCRD 1504885
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VERO BEACH, FL
INDIAN RIVER
Location
VERO BEACH, FL
Headquartered in VERO BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- INDIAN RIVER
- Address
- 3505 Ocean Dr
- Time zone
- ET (UTC-5)
- Office locations
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