# Core Capital Partners

> 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.

- CRD: 162579
- Filed as: CORE CAPITAL PARTNERS
- Legal name: Core Management II Corporation
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Potomac, MD
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/162579
- AdvisorCensus page: https://advisorcensus.com/firm/core-capital-partners-potomac-md-162579

## Quick answers

**How is Core Capital Partners compensated?**
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.

**Where is Core Capital Partners located?**
Core Capital Partners' principal office is in Potomac, MD, according to its Form ADV.

**Is Core Capital Partners registered with the SEC or a state?**
Core Capital Partners is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 162579.

**How much does Core Capital Partners manage?**
Core Capital Partners reports $1,325,235,272 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Core Capital Partners' assets and staff changed since 2021?**
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.

**What types of clients does Core Capital Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Core Capital Partners report any disciplinary disclosures?**
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

**What changed in Core Capital Partners' recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in DC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,325,235,272
- Discretionary: $1,325,235,272
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $1,325,235,272 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- core-capital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $288,521,255 | 4 | August 15, 2021 |
| October 2022 | $596,333,469 | 4 | August 9, 2022 |
| October 2023 | $685,985,005 | 4 | March 30, 2023 |
| October 2024 | $1,054,823,696 | 4 | September 6, 2024 |
| October 2025 | $1,314,937,339 | 4 | March 20, 2025 |
| October 2026 | $1,325,235,272 | 4 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in DC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Core Capital Partners (CRD 162579): Form ADV filing data as of October 2026.