Kore Private Wealth LLC
- Assets, Funds, Holdings
| Kore Private Wealth LLC
|
|---|
| CRD # | 294547 |
| SEC # | 801-113082 |
| CIK # | 0001762776 |
| AUM |
|
| Employees |
27 (63% Investors, 0% Brokers)
|
| Phone | 212-321-4220 |
| Address | 330 Madison Ave
New York, NY 10017 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($BB)
|
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($BB) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
33
|
0.0 |
| (b) Individuals (high net worth individuals) |
485
|
4.3 |
| (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 |
1 |
0.0 |
| (g) Pension and profit sharing plans |
96 |
0.1 |
| (h) Charitable organizations |
42 |
0.1 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
125 |
0.5 |
| (n) Other |
0 |
0.0 |
| Total |
5,836 |
5.1 |
| By Discretionary |
| Discretionary |
5,836 |
5.1 |
| Non-Discretionary |
0 |
0.0 |
| Total |
5,836 |
5.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
5.1 |
| Total |
5,836 |
5.1 |
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