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Building 2CORE AND VALUE ADVISORS, LLC

Map pinSAN FRANCISCO, CA
Phone415-658-3300
NotebookSEC #801-72087
Total AUM
$21.2B
Employees
161
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
FOUR EMBARCADERO CENTER
SUITE 3300
SAN FRANCISCO
CA 94111
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
415-658-3300
Other Offices
3

ReceiptFinancials

Total AUM
$21.2B
Accounts
20
Discretionary
$12.8B
Accounts
11
Non-Discretionary
$8.4B
Accounts
9

ContactClients

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Pooled Vehicle Clients
14
AUM
$16.2B
Pension/Profit Sharing Plan Clients
1
AUM
$1.3B
Government Entity Clients
1
AUM
$3.5B
Corporation or Business Clients
1
AUM
$217.2M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INDEPENDENT FIDUCIARY SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ACQUISITION, DISPOSITION, AND FINANCING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOGAIL

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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