SourcingSourcing

CORECOMMODITY MANAGEMENT, LLC

C38
CRD 135810·SEC 801-65436·STAMFORD, CT
AUM
$2.41B
$1B+
Est. Revenue
$24.1M
@ 1% on AUM
Est. EBITDA
$7.2M
@ 30% margin
Est. Deal Value
$57.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORECOMMODITY MANAGEMENT, LLC
CRD
135810
SEC file #
801-65436
EIN
954719745
DBA names
—

Economics

AUM
$2.41B
AUM band
$1B+
AUM trajectory
'20'26
$2.25B → $2.41B▲ +7%
Client mix
Pooled Investment Vehicles10
Investment Companies6

Operations

Employees (total)
30
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
11 advisors → 13 advisors▲ +18%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
corecommodityllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CORECOMMODITY CAPITAL LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
CORECOMMODITY CAPITAL LLC
DECHIARA, ADAM, CHRISTOPHER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CORECOMMODITYLLC.COM
Rdap Domain Creation Date
2012-04-10T19:47:52Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Participants
34
Form 5500 Total Compensation
575,472
Form 5500 Compensation Trajectory 3y
2025575,472
20240
Form 5500 Plan Count Trajectory 3y
20254
20241
Schedule C Total Compensation
575,472
Schedule C Service Provider Rows
5

SEC EDGAR

Edgar Cik
0001491793
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2010-06-04
Edgar Last Filing Date
2021-12-06
Edgar Form D Count
13
Edgar Form D Offerings
2021-12-062021-12-06 · 0001264128-21-000006
2020-12-072020-12-07 · 0001264128-20-000005
Edgar Former Names
Jefferies Commodity Program - Diversified I Fund, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs6
Northern Trust4
Bny Mellon4
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
C/O CORECOMMODITY MANAGEMENT, LLC680 WASHINGTON BOULEVARD 11TH FLOORSTAMFORD, CT 06901
Business
C/O CORECOMMODITY MANAGEMENT, LLC680 WASHINGTON BOULEVARD 11TH FLOORSTAMFORD, CT 06901
Edgar EIN
954719745
Edgar Recent Filings
D/A2021-12-06 · 0001264128-21-000006
D/A2020-12-07 · 0001264128-20-000005
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-10T19:47:52Z
Rdap Domain Last Changed
2026-02-09T07:59:23Z
Rdap Nameservers
Ns1.ecidns.netNs2.ecidns.netNs3.ecidns.netNs4.ecidns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (6)

6
DECHIARA, ADAM, CHRISTOPHER
Executive Officer · 2.5%
2447074
KAPLAN, ANDREW, ROBERT
Executive Officer · 2.5%
2032288
KAPLAN, MICHAEL, SAMUEL
Executive Officer · 2.5%
4768527
KLEIN, BRADFORD, L
Executive Officer · 2.5%
4702999
SHEEHY, MICHAEL, SANDERS
Executive Officer · 2.5%
5398226
STREICHLER, TODD, ALAN
Executive Officer · 2.5%
4801796