CORE PARTNERS

CORE PARTNERS is an SEC-registered investment adviser (CRD 300771). Regulatory assets under management: $45.2M.

Registration

• CRD: 300771
• Type: Registered investment adviser
• Phone: 512-496-4333
• Latest filing: 2026-04-10
• Regulatory AUM: $45.2M
• Discretionary AUM: $43.6M
• Non-discretionary AUM: $1.5M
• Clients: 3
• Accounts: 350

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300771 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search