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ACORE CAPITAL, LP
CRD 175054File 801-95178
APPROVED
Custody
Filing as of Apr 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$18.27B
Top 10% of cohort (national)
Discretionary AUM
$8.01B
Non-discretionary $10.26B
Clients
29
29 accounts
Employees
121
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 22, 2015
- Principal office
- 1177 AVENUE OF THE AMERICAS, SUITE 0200, NEW YORK, NY, 10036
- Phone
- (212) 235-1280
- Website
- HTTP://WWW.ACORECAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.27B
- Discretionary AUM
- $8.01B
- Non-discretionary AUM
- $10.26B
- Discretionary accounts
- 19
- Non-discretionary accounts
- 10
- Total accounts
- 29
- AUM per client
- $630.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 11 | $13.03B |
| Other investment advisers | 1 | $28.5M |
| Pooled investment vehicles | 17 | $5.22B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 124 | 121 | decreased by3 |
| Apr 1, 2026 | Clients | 31 | 29 | decreased by2 |
| Apr 1, 2026 | AUM | $19,115,416,925 | $18,271,945,621 | decreased by$843,471,304 |
| Apr 1, 2026 | Accounts | 31 | 29 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 101 | 124 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 25 | 31 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $17,346,828,597 | $19,115,416,925 | increased by$1,768,588,328 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 25 | 31 | increased by6 |
| Apr 1, 2022 | Employees | 80 | 101 | increased by21 |
| Apr 1, 2022 | Clients | 23 | 25 | increased by2 |
| Apr 1, 2022 | AUM | $14,855,648,399 | $17,346,828,597 | increased by$2,491,180,198 |
| Apr 1, 2022 | Accounts | 23 | 25 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACORE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACORE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.