The CORE CAPITAL PARTNERS is a privately held investment adviser that advises $3.19Bn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. CORE CAPITAL PARTNERS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 663.09% over the last 5-years.
The Group has been registered with the SEC for 13.85 years and is comprised of 2 filing and 1 relying advisers. They operate out of 3 office locations with their Headquarters at 350C FORTUNE TERRACE #430, POTOMAC, MD. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees decreased by 22.22% over the last 5-years.
Their $3.19Bn in assets advised are owned by 12 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $3.19Bn or 100% of Total Assets.
The Group's top investment strategies include Early Stage, Traditional LBO and Long/Short Equity, representing 78.9%, 17.48% and 3.62% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 4 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 10 private funds with $1.32Bn in assets.
The Group discloses management fees and performance-based fees.
CORE CAPITAL PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a HIGH-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In CORE CAPITAL PARTNERS's case, they have 18 business conditions that require high process maturity and 2 Watch Factors.