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
	Offered $100,000,000 · Filed 2021-01-12 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $30,000 · Remaining $65,520,000 · Duration More than one year · Revenue Decline to Disclose
RE	Core BD Carmel Woods LLC	[2019-03-28]	7.1	7.1
	Offered $7,080,000 · Filed 2019-01-18 (D) · Exemption 506(b) · Minimum $10,000 · Duration One year or less · Commission $99,120 · Revenue $1 - $1,000,000
RE	Core BD Orchard Meadows LLC	[2019-03-28]	5.9	5.9
	Offered $5,900,000 · Filed 2018-05-18 (D/A) · Exemption 506(b) · Minimum $10,000 · Duration One year or less · Commission $118,000 · Revenue $1 - $1,000,000
RE	Core Real Estate Capital Opportunity Fund I LP	[2018-03-31]	0.0	24.5
	Offered $75,000,000 · Filed 2017-08-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining $75,000,000 · Duration More than one year · Net Assets No Aggregate Net Asset Value
RE	Airport Core Hotel LLC	[2017-08-12]	1.8	34.0
	Offered $1,800,000 · Filed 2011-08-24 (D) · Exemption 506, 4(6) · Minimum $25,000 · Duration One year or less · Revenue $5,000,001 - $25,000,000
RE	Core Avalon Place Apartments LLC	[2017-08-12]	4.6	26.0
	Offered $4,620,000 · Filed 2015-07-24 (D) · Exemption 506(b) · Minimum $10,000 · Duration One year or less · Commission $92,400 · Revenue $1 - $1,000,000
RE	Core Brockton Apartments LLC	[2017-08-12]	2.5	28.4
	Offered $2,500,000 · Filed 2012-03-19 (D) · Exemption 505, 506, 4(6) · Minimum $15,000 · Duration One year or less · Commission $50,000 · Revenue No Revenues
RE	Core Caleb's Crossing LLC	[2017-08-12]	3.3	15.0
	Offered $3,260,000 · Filed 2013-05-21 (D) · Exemption 506 · Minimum $10,000 · Duration One year or less · Commission $65,200 · Revenue $1 - $1,000,000
RE	Core EVP Apartments LLC	[2017-08-12]	8.5	67.0
	Offered $8,500,000 · Filed 2011-10-07 (D) · Exemption 506, 4(6) · Minimum $10,000 · Duration One year or less · Commission $320,000 · Revenue $1 - $1,000,000
RE	Core Garden View Apartments LLC	[2017-08-12]	8.5	72.2
	Offered $8,540,000 · Filed 2012-08-15 (D) · Exemption 506 · Minimum $10,000 · Duration One year or less · Commission $378,000 · Revenue $1 - $1,000,000
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	Role	# Filings	# Firms
Michael Levin	Executive Officer	72	13
Jeffrey Coopersmith	Executive Officer	44	2
Benjamin Horn	Executive Officer	33	2
Core Properties	Executive Officer, Promoter	17	2
Core Real Estate Capital	Executive Officer, Promoter	16	2
Core Real Estate Capital LLC	Executive Officer	8	2
Dhihar Properties	Promoter	3	2
DJK Hotel	Promoter	1	1
NA Crec Real Estate Fund II GP LLC	Director	1	1
Core Investments	Promoter	1	1

Core Investment Advisors LLC

Assets, Funds, Holdings