RIA Intel›Advisers›Delaware›COR3 INVESTMENT PARTNERS, LLC

COR3 INVESTMENT PARTNERS, LLC

Advisory

Data as of Sep 29, 2025 · Source: SEC Form ADV

Average account

$697K

across 19 accounts

AUM per adviser

$4M

3 advisers

Source: SEC Form ADV. Figures as filed Sep 29, 2025.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJune

Operates InGA, TN, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

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$14M

CONTESSA CAPITAL ADVISORS LLC

$13M

BTV CAPITAL LLC

$14M

FIRST LIGHT INVESTMENT ADVISORS LLC

$12M

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