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ACORE CAPITAL, LP
ACORE CAPITAL, LP
SAN FRANCISCO, California
·
15 registered advisors
·
CRD# 175054
SEC# 801-95178
4
(415) 917-4400
01
Firm Overview
AUM
$20.1B
Regulatory assets under management
Employees
126
Total firm employees
Advisors
15
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at ACORE CAPITAL, LP
15 registered advisors
Boyd Williams Fellows
SAN FRANCISCO, California
CRD# 1850036
Christopher David Tokarski
SAN FRANCISCO, California
CRD# 2579837
David Kurzweil
SAN FRANCISCO, California
CRD# 2379035
David Lamont Ruiz
LARKSPUR, California
CRD# 2984182
Donald Alan Sherman
SAN FRANCISCO, California
CRD# 4379583
Joan Annette Sherman
SAN FRANCISCO, California
CRD# 7721095
Katrina Lynn Sweezea
SAN FRANCISCO, California
CRD# 6741106
Lawrence Bruce William Taylor
SAN FRANCISCO, California
CRD# 7531448
Michael Patrick Wilkinson
SAN FRANCISCO, California
CRD# 6239084
Perry Stewart Ward
SAN FRANCISCO, California
CRD# 1486553
Robert Rosenkranz
LARKSPUR, California
CRD# 404638
Stanley Nelson Bergman
SAN FRANCISCO, California
CRD# 1259178
Stephan Arthur Kiratsous
SAN FRANCISCO, California
CRD# 2264862
Steven Andrew Rivers
LARKSPUR, California
CRD# 6930919
Warren Roelof Dehaan
SAN FRANCISCO, California
CRD# 2909443
05
Office Locations
SAN FRANCISCO, California
12 advisors
LARKSPUR, California
3 advisors
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Data sourced from SEC Form ADV filings. ACORE CAPITAL, LP (CRD# 175054) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.