AdvisorCensus / Financial advisors / Florida / Miami / Kore Advisors LP
Kore Advisors LP is an SEC-registered investment advisory firm in Boynton Beach, FL, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 28, 2026.
Quick answers
From the filingHow is Kore Advisors LP compensated?
On its Form ADV (Item 5.E, October 2026), Kore Advisors LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Kore Advisors LP located?
Kore Advisors LP's principal office is in Boynton Beach, FL, according to its Form ADV.
Is Kore Advisors LP registered with the SEC or a state?
Kore Advisors LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 159663.
How much does Kore Advisors LP manage?
Kore Advisors LP reports $1,239,000,000 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (99% discretionary).
How have Kore Advisors LP's assets and staff changed since 2021?
In the Form ADV data for Kore Advisors LP: Regulatory assets under management: $1,438,000,000 in the October 2021 data and $1,239,000,000 in the October 2026 data, down 14%. Total employees: 11 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Kore Advisors LP serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).
Does Kore Advisors LP 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/159663
What changed in Kore Advisors LP's recent Form ADV filings?
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated August 28, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,239,000,000 as of October 2026, filing dated August 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Also doing business as
- KORE CAPITAL
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (14 years)
- Employees
- Total: 15. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,239,000,000 | 15 | August 28, 2026 |
| October 2025 | $1,189,000,000 | 13 | March 28, 2025 |
| October 2024 | $1,437,000,000 | 14 | March 21, 2024 |
| October 2023 | $1,343,000,000 | 15 | March 28, 2023 |
| October 2022 | $1,419,000,000 | 12 | March 25, 2022 |
| October 2021 | $1,438,000,000 | 11 | April 22, 2021 |
Regulatory assets under management: $1,438,000,000 in the October 2021 data and $1,239,000,000 in the October 2026 data, down 14%.
Total employees: 11 in October 2021 and 15 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 5 to 6.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Kore Advisors LP (CRD 159663): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kore-advisors-lp-boynton-beach-fl-159663