CORRY CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$106M
Accounts
19
Employees
9
Advisory reps
4

Firm details

Headquarters
VERO BEACH, Florida
CRD number
165403
Registered since
March 19, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • DENISE ALFIERI

    Chief Compliance OfficerCRD 4574164

Contacts

3 of 3
  • MICHELLE WORSLEY

    Senior Managing DirectorCRD 6466968

  • ZACHARY KAPPEL

    Senior Managing Director, General Counsel, CCOCRD 6466966

  • WILLIAM CORRY

    Founder and OwnerCRD 1504885

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth