{ "crd_number": 162579, "slug": "core-capital-partners-potomac-md-162579", "primary_business_name": "CORE CAPITAL PARTNERS", "legal_name": "CORE MANAGEMENT II CORPORATION", "dbas": [], "city": "Potomac", "state": "MD", "country": "United States", "cbsa_code": "47900", "metro": { "cbsa_code": "47900", "common_name": "Washington", "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV", "path": "/advisors/dc/washington" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2019-07-18", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 1325235272.0, "raum_discretionary": 1325235272.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 4, "advisory_employees": 4, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1325235272.0, "count": 9 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MD" ], "websites": [ "https://core-capital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162579", "city_as_filed": "POTOMAC", "url": "https://advisorcensus.com/firm/core-capital-partners-potomac-md-162579", "display_name": "Core Capital Partners", "summary": "Core Capital Partners is an SEC-registered investment advisory firm in Potomac, MD, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.", "citation": "AdvisorCensus. Core Capital Partners (CRD 162579): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Core Capital Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Core Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Core Capital Partners located?", "a": "Core Capital Partners' principal office is in Potomac, MD, according to its Form ADV." }, { "q": "Is Core Capital Partners registered with the SEC or a state?", "a": "Core Capital Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 162579." }, { "q": "How much does Core Capital Partners manage?", "a": "Core Capital Partners reports $1,325,235,272 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)." }, { "q": "How have Core Capital Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Core Capital Partners: Regulatory assets under management: $288,521,255 in the October 2021 data and $1,325,235,272 in the October 2026 data, up 359%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Core Capital Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9)." }, { "q": "Does Core Capital Partners report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/162579" }, { "q": "What changed in Core Capital Partners' recent Form ADV filings?", "a": "In the January 2026 filing data: No longer registered or notice-filed in DC." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 288521255.0, "total_employees": 4, "filing_date": "2021-08-15" }, { "period": "2022-10-01", "regulatory_assets_under_management": 596333469.0, "total_employees": 4, "filing_date": "2022-08-09" }, { "period": "2023-10-01", "regulatory_assets_under_management": 685985005.0, "total_employees": 4, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1054823696.0, "total_employees": 4, "filing_date": "2024-09-06" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1314937339.0, "total_employees": 4, "filing_date": "2025-03-20" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1325235272.0, "total_employees": 4, "filing_date": "2026-03-27" } ], "recent_changes": [ { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in DC." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/core-capital-partners-potomac-md-162579.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 9, "fewer_than_5": false, "raum": 1325235272.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162579", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }