# CORE AND VALUE ADVISORS, LLC

CORE AND VALUE ADVISORS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 156093
- Type: SEC-registered investment adviser
- SEC file number: 801-72087
- Location: FOUR EMBARCADERO CENTER, SUITE 3300, SAN FRANCISCO, CA, 94111
- Phone: 415-658-3300
- Latest filing: 2026-06-30
- Regulatory AUM: $21.2B
- Discretionary AUM: $12.8B
- Non-discretionary AUM: $8.4B
- Clients: 161
- Accounts: 20

## Business model

- Compensation: % of AUM, Fixed, Performance, Other
- Clients served: Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| [Daniel Newman](https://search.stillhousedata.com/person/40597) | CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | San Francisco, CA |
| [Antony Peter Ressler](https://search.stillhousedata.com/person/283507) | LIMITED PARTNER | Atlanta, GA |
| [Terrence E Fancher](https://search.stillhousedata.com/person/708225) | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER - STOCKBRIDGE CAPITAL GROUP, LLC; LIMITED PARTNER (+1 more) | — |
| [Kristin Haig Renaudin](https://search.stillhousedata.com/person/708226) | CHIEF FINANCIAL OFFICER | — |
| [Sollie Anthony Raso](https://search.stillhousedata.com/person/713142) | EXECUTIVE MANAGING DIRECTOR | — |
| [Tuba Goksel Malinowski](https://search.stillhousedata.com/person/713143) | EXECUTIVE MANAGING DIRECTOR; EXECUTIVE MANAGING DIRECTOR AND HEAD OF CORE AND VALUE ADVISORS | — |
| [NEWMAN DANIEL](https://search.stillhousedata.com/person/730771) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER | — |
| [STEPPE MICHAEL](https://search.stillhousedata.com/person/731147) | EXECUTIVE MANAGING DIRECTOR AND MEMBER (CLASS A UNITS) | — |
| [RESSLER ANTONY PETER](https://search.stillhousedata.com/person/737057) | LIMITED PARTNER | — |
| [OTTO WARREN HANS](https://search.stillhousedata.com/person/770462) | MANAGING DIRECTOR AND MEMBER (CLASS A UNITS) | — |
| [FANCHER TERRENCE E](https://search.stillhousedata.com/person/791491) | CHIEF EXECUTIVE OFFICER - STOCKBRIDGE CAPITAL GROUP, LLC; EXECUTIVE MANAGING DIRECTOR AND MANAGING MEMBER; LIMITED PARTNER (+2 more) | — |
| [KILEY CHARLENE ANN](https://search.stillhousedata.com/person/791493) | MANAGING DIRECTOR AND EXECUTIVE CONTROLLER | — |
| [CARLSON MARK DOUGLAS](https://search.stillhousedata.com/person/796795) | MANAGING DIRECTOR AND MEMBER (CLASS A UNITS) | — |
| [STURIALE DOUGLAS DRAKE](https://search.stillhousedata.com/person/796796) | MANAGING DIRECTOR AND MEMBER (CLASS A UNITS) | — |
| [JEHLE ALBERT JOHN](https://search.stillhousedata.com/person/796797) | MANAGING DIRECTOR AND MEMBER (CLASS A UNITS); MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER AND MEMBER (CLASS A UNITS) | — |
| [RASO SOLLIE ANTHONY](https://search.stillhousedata.com/person/796798) | EXECUTIVE MANAGING DIRECTOR; EXECUTIVE MANAGING DIRECTOR AND MEMBER (CLASS A UNITS); MANAGING DIRECTOR AND MEMBER (CLASS A UNITS) | — |
| [WEAVER DANIEL STEPHEN](https://search.stillhousedata.com/person/796799) | MANAGING DIRECTOR AND MEMBER (CLASS A UNITS) | — |
| [MURPHY-KOPANS JEAN-MARIE](https://search.stillhousedata.com/person/796800) | MANAGING DIRECTOR AND MEMBER (CLASS A UNITS) | — |
| [MALINOWSKI TUBA GOKSEL](https://search.stillhousedata.com/person/833790) | CHIEF OPERATING OFFICER; MANAGING DIRECTOR AND MEMBER (CLASS A UNITS); MANAGING DIRECTOR, CHIEF OPERATING OFFICER AND MEMBER (CLASS A UNITS) | — |
| [RENAUDIN KRISTIN HAIG](https://search.stillhousedata.com/person/840346) | CHIEF FINANCIAL OFFICER | — |
| [NIX WILLIAM DAVID](https://search.stillhousedata.com/person/854480) | MANAGING DIRECTOR AND MEMBER (CLASS A UNITS) | — |
| [TABOURN BIANCA D](https://search.stillhousedata.com/person/861637) | MANAGING DIRECTOR AND MEMBER (CLASS A UNITS) | — |
| [CASSIDY BIANCA DARCEL TABOURN](https://search.stillhousedata.com/person/875049) | MANAGING DIRECTOR AND MEMBER (CLASS A UNITS) | — |


## Private funds (2)

Mix: Real Estate Fund 1 · Other Private Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| STOCKBRIDGE VALUE FUND V FEEDER, LP | Real Estate Fund | Delaware | 1 | $319.7M | — |
| SMART MARKETS LUXEMBOURG FUND SCSP | Other Private Fund | Luxembourg | 2 | $77.8M | $5.0M |


## Branch offices (3)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ATLANTA | GA | 33 | 404-793-0390 |
| CHICAGO | IL | 17 | 312-819-4030 |
| DENVER | CO | 3 | 415-658-3300 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156093/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156093/similar
- Related entities: https://search.stillhousedata.com/firm/156093/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156093

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.