CORE AND VALUE ADVISORS, LLC

CORE AND VALUE ADVISORS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 156093). Regulatory assets under management: $21.2B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance, Other.

Clients served: Pooled vehicles, Investment cos, Other.

Officers, owners & control persons (23)

NameRoleLocation
Daniel NewmanCHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICERSan Francisco, CA
Antony Peter ResslerLIMITED PARTNERAtlanta, GA
Terrence E FancherCHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER - STOCKBRIDGE CAPITAL GROUP, LLC; LIMITED PARTNER (+1 more)
Kristin Haig RenaudinCHIEF FINANCIAL OFFICER
Sollie Anthony RasoEXECUTIVE MANAGING DIRECTOR
Tuba Goksel MalinowskiEXECUTIVE MANAGING DIRECTOR; EXECUTIVE MANAGING DIRECTOR AND HEAD OF CORE AND VALUE ADVISORS
NEWMAN DANIELCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER
STEPPE MICHAELEXECUTIVE MANAGING DIRECTOR AND MEMBER (CLASS A UNITS)
RESSLER ANTONY PETERLIMITED PARTNER
OTTO WARREN HANSMANAGING DIRECTOR AND MEMBER (CLASS A UNITS)
FANCHER TERRENCE ECHIEF EXECUTIVE OFFICER - STOCKBRIDGE CAPITAL GROUP, LLC; EXECUTIVE MANAGING DIRECTOR AND MANAGING MEMBER; LIMITED PARTNER (+2 more)
KILEY CHARLENE ANNMANAGING DIRECTOR AND EXECUTIVE CONTROLLER
CARLSON MARK DOUGLASMANAGING DIRECTOR AND MEMBER (CLASS A UNITS)
STURIALE DOUGLAS DRAKEMANAGING DIRECTOR AND MEMBER (CLASS A UNITS)
JEHLE ALBERT JOHNMANAGING DIRECTOR AND MEMBER (CLASS A UNITS); MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER AND MEMBER (CLASS A UNITS)
RASO SOLLIE ANTHONYEXECUTIVE MANAGING DIRECTOR; EXECUTIVE MANAGING DIRECTOR AND MEMBER (CLASS A UNITS); MANAGING DIRECTOR AND MEMBER (CLASS A UNITS)
WEAVER DANIEL STEPHENMANAGING DIRECTOR AND MEMBER (CLASS A UNITS)
MURPHY-KOPANS JEAN-MARIEMANAGING DIRECTOR AND MEMBER (CLASS A UNITS)
MALINOWSKI TUBA GOKSELCHIEF OPERATING OFFICER; MANAGING DIRECTOR AND MEMBER (CLASS A UNITS); MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND MEMBER (CLASS A UNITS)
RENAUDIN KRISTIN HAIGCHIEF FINANCIAL OFFICER
NIX WILLIAM DAVIDMANAGING DIRECTOR AND MEMBER (CLASS A UNITS)
TABOURN BIANCA DMANAGING DIRECTOR AND MEMBER (CLASS A UNITS)
CASSIDY BIANCA DARCEL TABOURNMANAGING DIRECTOR AND MEMBER (CLASS A UNITS)

Private funds (2)

Real Estate Fund: 1 · Other Private Fund: 1

FundTypeFormedOwnersGross asset valueMin investment
STOCKBRIDGE VALUE FUND V FEEDER, LPReal Estate FundDelaware1$319.7M
SMART MARKETS LUXEMBOURG FUND SCSPOther Private FundLuxembourg2$77.8M$5.0M

Branch offices (3)

CityStateEmployeesPhone
ATLANTAGA33404-793-0390
CHICAGOIL17312-819-4030
DENVERCO3415-658-3300

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