Core Industrial Partners, Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 8
- Avg AUM / client
- $226M
- Accounts
- 8
- Employees
- 40
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $1.8B | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Core Industrial Partners Fund Ii, L.P. | Private Equity Fund | Delaware | $528M | 57 |
| Core Industrial Partners Fund Iii, L.P. | Private Equity Fund | Delaware | $518M | 90 |
| Core Industrial Partners Fund Ii Parallel, L.P. | Private Equity Fund | Delaware | $267M | 26 |
| Core Industrial Partners Fund Iii Parallel, L.P. | Private Equity Fund | Delaware | $231M | 30 |
| Core Industrial Partners Fund I, L.P. | Private Equity Fund | Delaware | $187M | 38 |
| Core Industrial Services Fund I, L.P. | Private Equity Fund | Delaware | $144M | 40 |
| Core Industrial Partners Fund I Parallel, L.P. | Private Equity Fund | Delaware | $66.4M | 11 |
| Core Industrial Services Fund I Parallel, L.P. | Private Equity Fund | Delaware | $57.8M | 17 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Enbridge Employee Services, Inc. Employees' Pension Plan Enbridge Employee Services, Inc. | 2024 | |
| Group Retirement Income Plan No. 10 Cc Services, Inc. | 2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chung, Tzau, Jin | Senior Partner | Apr 2017 (9y) | Less than 5% | |
| May, John, Richard | Managing Partner; Managing Member | Apr 2017 (9y) | 75% or more | |
| Papa, Frank, Anthony | Senior Partner | Apr 2017 (9y) | Less than 5% | |
| Puglisi, Matthew, Michael | Partner | Apr 2017 (9y) | Less than 5% | |
| Koerner, Ann, Louise | Chief Compliance Officer, Chief Financial Officer, Partner | Feb 2020 (7y) | Less than 5% | |
| Fulton, Jason, Francis | Partner | Aug 2022 (4y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (8, $2.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Core Industrial Partners Fund Ii, L.P. | Private Equity Fund | $528M | $500K | 57 |
| Core Industrial Partners Fund Iii, L.P. | Private Equity Fund | $518M | $2.0M | 90 |
| Core Industrial Partners Fund Ii Parallel, L.P. | Private Equity Fund | $267M | $1.5M | 26 |
| Core Industrial Partners Fund Iii Parallel, L.P. | Private Equity Fund | $231M | $2.0M | 30 |
| Core Industrial Partners Fund I, L.P. | Private Equity Fund | $187M | $500K | 38 |
| Core Industrial Services Fund I, L.P. | Private Equity Fund | $144M | $1.0M | 40 |
| Core Industrial Partners Fund I Parallel, L.P. | Private Equity Fund | $66.4M | $2.0M | 11 |
| Core Industrial Services Fund I Parallel, L.P. | Private Equity Fund | $57.8M | $1.0M | 17 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Enbridge Employee Services, Inc. Employees' Pension Plan | Enbridge Employee Services, Inc. | 5,354 | $1.1B | 01/01/2024 |
| Group Retirement Income Plan No. 10 | Cc Services, Inc. | 2,424 | $2.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 2.68 MB | 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
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having 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: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗