Core Investment Advisors Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $25.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Core Real Estate Capital Opportunity Fund I, Lp | Real Estate Fund | Delaware | $25.9M | 83 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Horn, Benjamin, Justin | Principal | Aug 2009 (17y) | ≈ 14.06% – 50% via Core Horn Investments Llc | |
| Coopersmith, Jeffrey, Alan | Chief Compliance Officer | Dec 2015 (11y) | ≈ 42.19% – 100% via Core Investments Ep Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Core Capital Partners Llc | Managing Member And 100% Owner | Feb 2017 | A | 75% or more |
| Dixon, Aaron, N.M.N. | Chief Operating Officer | Feb 2017 | A | Less than 5% |
| Core Investments Ep Llc | Member | Mar 2016 | B | ≈ 56.25% – 100% via Core Capital Partners Llc |
| Core Horn Investments Llc | Member | Oct 2011 | B | ≈ 18.75% – 50% via Core Capital Partners Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Horn, Benjamin, Justin: 75% – 100% of Core Horn Investments Llc × 25% – 50% of Core Capital Partners Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Coopersmith, Jeffrey, Alan: 75% – 100% of Core Investments Ep Llc × 75% – 100% of Core Capital Partners Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Core Investments Ep Llc: 75% – 100% of Core Capital Partners Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Core Horn Investments Llc: 25% – 50% of Core Capital Partners Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $25.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Core Real Estate Capital Opportunity Fund I, Lp | Real Estate Fund | $25.9M | $500K | 83 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 847 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗