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| Kore Private Wealth LLC
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|
|---|---|
| CRD # | 294547 |
| SEC # | 801-113082 |
| CIK # | 0001762776 |
| AUM | $5.1 BB (2023-03-01) |
| Employees | 27 (63% Investors, 0% Brokers) |
| Phone | 212-321-4220 |
| Address | 330 Madison Ave New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($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 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001762776] |
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|---|---|---|
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GA | 5.2 |
|
Saturna Capital Corporation
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|
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Turim 21 Investimentos LTDA
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Newedge Wealth LLC
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CT | 5.0 |
|
Geneva Capital Management LLC
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WI | 5.0 |
|
Corient Capital Partners LLC
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|
CA | 5.0 |
|
First Foundation Advisors
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|
CA | 5.0 |