Core Capital Partners

Fee-Only (% of Portfolio)

Core Capital Partners provides investment advice to private equity funds, focusing on early-stage venture capital investments in the Mid-Atlantic region. They manage the harvesting and liquidating stages for the Funds through exit strategies. Core Capital coordinates with the general partner or managing member of each Fund. Investments generally are non-controlling, and Core Capital typically invests alongside other investment funds seeking long term capital appreciation. Core Capital provides investment advice directly to the Funds, and not to the individual investors within those Funds.

Assets Under Management$1.3B
Clients9
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Core Capital Partners | TrueAdvisor