Core Investment Advisors LLC

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Core Investment Advisors LLC ✚
CRD #	287852
SEC #	801-110366
CIK #
AUM
Employees	10 (20% Investors, 20% Brokers)
Phone	614-485-2500
Address	21 East State Street Columbus, OH 43215
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
RE	CREC Real Estate Fund II LP	[2021-03-19]	34.5	37.6
RE	Core BD Carmel Woods LLC	[2019-03-28]	7.1	7.1
RE	Core BD Orchard Meadows LLC	[2019-03-28]	5.9	5.9
RE	Core Real Estate Capital Opportunity Fund I LP	[2018-03-31]	0.0	24.5
RE	Airport Core Hotel LLC	[2017-08-12]	1.8	34.0
RE	Core Avalon Place Apartments LLC	[2017-08-12]	4.6	26.0
RE	Core Brockton Apartments LLC	[2017-08-12]	2.5	28.4
RE	Core Caleb's Crossing LLC	[2017-08-12]	3.3	15.0
RE	Core EVP Apartments LLC	[2017-08-12]	8.5	67.0
RE	Core Garden View Apartments LLC	[2017-08-12]	8.5	72.2
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	5	0.2
(b) Individuals (high net worth individuals)	500	654.9
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	11	5.1
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	1	1.1
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	1	1.4
(n) Other	0	0.0
Total	16	662.6
By Discretionary
Discretionary	16	662.6
Non-Discretionary	0	0.0
Total	16	662.6
By Non-United States Persons
Non-United States Persons		13.1
United States Persons		649.4
Total	16	662.6

Form D Directors	# Filings	# Firms	2011 - 2025
Michael Levin	72
Jeffrey Coopersmith	44
Benjamin Horn	33
Core Properties	17
Core Real Estate Capital	16
Core Real Estate Capital LLC	8
Dhihar Properties	3
DJK Hotel	1
NA Crec Real Estate Fund II GP LLC	1
Core Investments	1
View All

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Core Investment Advisors LLC

Assets, Funds, Holdings