Privacore

RIASEC RegisteredEst. 2024
Total AUM
$109M
Discretionary
$109M
100% of AUM
Avg account
$36.2M
Accounts
3
Employees
24
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
330893
Registered since
June 24, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Privacore is a limited liability company that registered with the SEC in 2024 and operates as an institutional registered investment adviser. Its stated client base is institutional, and its primary advisory activity is portfolio management for investment companies. The firm deploys a fee mix of a percentage of assets under management plus performance-based fees, a structure commonly used for pooled or incentive-driven mandates. Privacore is affiliated with several industry roles beyond RIA duties — it is associated with broker-dealer activity, other investment-adviser functions, CPO/CTA registration, and acts as sponsor, general partner, or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor, is not a pension consultant, and is not classified as a capital allocator.

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
  • Sandhya Ganapathy

    Chief Legal OfficerCRD 7839530

Contacts

1 of 1
  • Brendan Boyle

    Brendan Boyle

    Registered RepresentativeCRD 866846

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1411 Broadway
Time zone
ET (UTC-5)
Office locations

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