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Building 2PRIVACORE

Map pinNEW YORK, NY
Phone1 800 304 3863
NotebookSEC #801-130552
Total AUM
$108.5M
Employees
24
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1411 BROADWAY
NEW YORK
NY 10018
United States
Operating Hours
8:00 A.M. - 6:00 P.M. ET
Monday - Friday
Phone
1 800 304 3863

ReceiptFinancials

Total AUM
$108.5M
Accounts
3
Discretionary
$108.5M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
3
AUM
$108.5M

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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