Corestates Capital Advisors LLC - Assets, Funds, Holdings
Corestates Capital Advisors LLC
CRD # 137697 SEC # 801-64854 CIK # 0001467759 AUM
Employees
Phone 215-914-2222 Address 2661 Huntingdon Pike Source
[IAPD]
[EDGAR]
[Website]
Total AUM ($M)
600 480 360 240 120 0 2003 2010 2017 2025
AUM Breakdown
Accounts
AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)
(b) Individuals (high net worth individuals)
(c) Banking or thrift institutions
(d) Investment companies
(e) Business development companies
(f) Pooled investment vehicles
(g) Pension and profit sharing plans
(h) Charitable organizations
(i) State or municipal government entities
(j) Other investment advisers
(k) Insurance companies
(l) Sovereign wealth funds and foreign official institutions
(m) Corporations or other businesses not listed above
(n) Other
Total
By Discretionary
Discretionary
Non-Discretionary
Total
By Non-United States Persons
Non-United States Persons
United States Persons
Total
Firm Profile (Form ADV) Discretionary AUM $0.2B Serves Institutional, Retail, Research Fund Types Hedge Fund, Real Estate
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