SourcingSourcing

KORE ADVISORS LP

C42
CRD 159663·SEC 801-73097·BOYNTON BEACH, FL
AUM
$1.24B
$1B+
Est. Revenue
$12.4M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KORE ADVISORS LP
CRD
159663
SEC file #
801-73097
EIN
421546574
DBA names
—

Economics

AUM
$1.24B
AUM band
$1B+
AUM trajectory
'20'26
$1.53B → $1.24B▼ -19%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
15
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
BOYNTON BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
BNY Mellonlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/28/2026
ADV-W filed at
—
Website
korecapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KOZ LLLP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
KOZ LLLP
KESSLER, DAVID
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
KORECAPITAL.COM
Rdap Domain Creation Date
2002-07-29T17:48:17Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001971339
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2024-02-09
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
11
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001172661-26-001815

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
Bny Mellon6
E*trade4
Interactive Brokers1
Edgar Addresses
Mailing
1501 CORPORATE DRIVESUITE 120BOYNTON BEACH, FL 33426
Business
1501 CORPORATE DRIVESUITE 120BOYNTON BEACH, FL 33426
Edgar EIN
421546574
Edgar Recent Filings
13F-HR2026-05-13 · 0001172661-26-001815
13F-HR2026-02-13 · 0001172661-26-000781
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-07-29T17:48:17Z
Rdap Domain Last Changed
2025-06-29T17:50:46Z
Rdap Nameservers
Ns2.wixdns.netNs3.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (3)

3
KESSLER, DAVID
Executive Officer · 2.5%
8241807
KOSINSKI, J., GARY
Executive Officer · 2.5%
2255809
LOW, TRISHA
Executive Officer · 2.5%
6192492