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CORETRUST INVESTMENT MANAGEMENT LLC

LOS ANGELES, CA · CRD 282849 · IAPD ↗ · coretrustcapitalpartners.com · 213-689-0000

$121.8MRegulatory AUM
11Advisory reps
27Employees
0Clients
0Planning clients
2Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
February 2024 — CORETRUST INVESTMENT MANAGEMENT LLC (LOS ANGELES, CA) left the SEC roster (was $121.8M RAUM, 11 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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