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PRIVACORE

NEW YORK, NY · CRD 330893 · IAPD ↗ · 1 800 304 3863

$108.5MRegulatory AUM
2Advisory reps
24Employees
0Clients
n/aPlanning clients
0Private funds
0States
1Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
March 2026 — PRIVACORE reported RAUM up 93% ($56.2M -> $108.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
November 2024 — PRIVACORE's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
July 2024 — PRIVACORE (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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