SourcingSourcing

CORE INDUSTRIAL PARTNERS, LLC

C22
CRD 293334·SEC 801-117080·CHICAGO, IL
AUM
$1.80B
$1B+
Est. Revenue
$18.0M
@ 1% on AUM
Est. EBITDA
$5.4M
@ 30% margin
Est. Deal Value
$43.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CORE INDUSTRIAL PARTNERS, LLC
CRD
293334
SEC file #
801-117080
EIN
—
DBA names
—

Economics

AUM
$1.80B
AUM band
$1B+
AUM trajectory
'20'26
$231.8M → $1.80B▲ +678%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
40
Advisory staff (per ADV)
36
Advisory staff (5-yr trend)
'20'26
9 advisors → 36 advisors▲ +300%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
linkedin.com/company/coreipfund(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAY, JOHN, RICHARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
MAY, JOHN, RICHARD
CHUNG, TZAU, JIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:coreindustrial.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
167,983
Form 5500 Compensation Trajectory 3y
2025167,983
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
167,983
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
Window
Folio Institutional1
Full
Northern Trust8
E*trade4
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
7008343
Trust Company Affiliate
Yes

People (6)

6
MAY, JOHN, RICHARD
Direct Owner · 87.5%
7008343
CHUNG, TZAU, JIN
Executive Officer · 2.5%
7012601
FULTON, JASON, FRANCIS
Executive Officer · 2.5%
5827236
KOERNER, ANN, LOUISE
Executive Officer · 2.5%
5711122
PAPA, FRANK, ANTHONY
Executive Officer · 2.5%
7012602
PUGLISI, MATTHEW, MICHAEL
Executive Officer · 2.5%
5382707