CORE INVESTMENT MANAGEMENT, LLC

CORE INVESTMENT MANAGEMENT, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 166340). Regulatory assets under management: $22.4M.

Registration

• CRD: 166340
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166340 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search