RIA Intel›Advisers›New York›ACORE CAPITAL, LP

ACORE CAPITAL, LP

Advisory

N·NEW YORK, NY

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM

$18.3B

1-Year AUM Growth

-3.9%

3-Year CAGR

+9.3%

Employees

70

Assets Under Management

Total AUM$18.3B

Discretionary AUM$8.0B

Non-Discretionary AUM$10.3B

Discretionary %43.8%

Total Clients31

Team

Total Employees70

Investment Advisers121

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record25

First FilingApr 14, 2015

Latest FilingMar 19, 2026

🔒 Full AUM trend chart and 25 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ACORE CAPITAL, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.