← Tributary

CORE CAPITAL PARTNERS

· CRD 162579 · IAPD ↗ · core-capital.com · (202) 589-0090

$1.33BRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2024 — CORE CAPITAL PARTNERS crossed $1B in regulatory AUM ($686.0M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.