KORE ADVISORS LP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.24B |
| Discretionary | $1.22B99% of AUM |
| Non-Discretionary | $16.0M |
| Client Accounts | 9 |
| Avg Account Size | $137.7M |
| Employees | 15 |
| Peak AUM | $1.53BMar 2019 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +4.2% | 2.7% | 2.9% | |
| Discretionary AUM | $1.2B | ||||
Key Metrics
| Total AUM | $1.24B |
| Discretionary | $1.22B |
| Employees | 15 |
| Client Accounts | 9 |
| Client Range | 0 |
Contact & Location
Address
1501 CORPORATE DRIVE
BOYNTON BEACH FL 33426
Phone
561-737-1721
Filing History
19 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.2B
98.7% of AUM
Non-Discretionary
$16M
1.3% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Law Firm