KORE ADVISORS LP

RIASEC RegisteredEst. 2012
Total AUM
$1.2B
Discretionary
$1.2B
99% of AUM
Avg account
$138M
Accounts
9
Employees
15
Advisory reps
3

Firm details

Headquarters
BOYNTON BEACH, Florida
CRD number
159663
Registered since
February 6, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles71.67%
  • Other28.33%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kore Advisors LP is a limited partnership that operates as a multifaceted fund manager with activity across hedge fund and private equity strategies. The firm is SEC-registered (since 2012) and serves institutional clients, managing pooled vehicles and providing portfolio management for businesses or institutions. Kore functions in commodity pool/commodity trading advisor capacities (CPO/CTA) and also acts as sponsor, general partner, or managing member of pooled investment vehicles. Its fee model combines a percentage of assets under management with performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Other 81%, Cash & Cash Equivalents 11%, Exchange Traded Equities 7%, Investment Grade Corp Bonds 1%81%
  • Other81%
  • Cash & Cash Equivalents11%
  • Exchange Traded Equities7%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • TRISHA LOW

    General Counsel & Chief Compliance OfficerCRD 6192492

  • DAVID KESSLER

    Co-CIOCRD 8241807

  • J. KOSINSKI

    Co-Founder and Co-Chief Investment OfficerCRD 2255809

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

BOYNTON BEACH, FL

PALM BEACH

Location

BOYNTON BEACH, FL

Headquartered in BOYNTON 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
PALM BEACH
Address
1501 Corporate Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth