# CORE INVESTMENT MANAGEMENT, LLC

CORE INVESTMENT MANAGEMENT, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 166340
- Type: SEC-registered investment adviser
- Location: 5000 BIRCH ST., STE. 3000, WEST TOWER, NEWPORT BEACH, CA, 92660-2140
- Phone: 626-568-1031
- Latest filing: 2026-03-20
- Regulatory AUM: $22.4M
- Discretionary AUM: $22.4M
- Clients: 1
- Accounts: 32

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166340/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166340/similar
- Related entities: https://search.stillhousedata.com/firm/166340/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166340

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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.