Key facts
- CORE AND VALUE ADVISORS, LLC is a other based in SAN FRANCISCO, CA.
- CORE AND VALUE ADVISORS, LLC reports $77.8M in regulatory assets under management across 2 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 156093- Regulatory AUM
- $77.8M
- Private fund assets
- $397.5M
- Private funds
- 2 · 1 real estate, 1 other
- Staff
- 161
- Registered office
- SAN FRANCISCO, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for CORE AND VALUE ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CORE AND VALUE ADVISORS, LLC's AUM?
- CORE AND VALUE ADVISORS, LLC manages approximately $77.8M in assets.