Loancore Capital Credit Advisor Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 293737
· SEC file 801-113052
· Greenwich, CT
· www.linkedin.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $7.9B
- Discretionary
- $21.7M
- Clients
- 3
- Avg AUM / client
- $2.6B
- Accounts
- 3
- Employees
- 48
AUM over time
$4.5B
$9.6B
Aug 2018
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $7.9B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $8.0B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Loancore Capital Credit Reit Llc master | Hedge Fund | Delaware | $8.0B | 141 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Finerman, Mark, Lawrence | Chairman, Chief Executive Officer And President | Nov 2006 (20y) | Less than 5% | |
| Shiff, Stuart, Zachary | Member | Dec 2008 (18y) | ≈ 5.27% – 37.5% via Shiff Investment Company, Llc | |
| Shea, Tyler, Jonathan | Chief Financial Officer & Chief Operating Officer | Nov 2012 (14y) | Less than 5% | |
| Sternberg, Marc, Jordan | Chief Compliance Officer | Mar 2019 (7y) | Less than 5% | |
| Stepan, Paul, H | Head Of Banking | Mar 2021 (5y) | Less than 5% | |
| Jones, Stephen, Parrish | Chief Credit Officer | Apr 2021 (5y) | Less than 5% | |
| Mashaal, Robert, Gil | Member | Jun 2022 (4y) | ≈ 7.91% – 50% via Ravensmount Limited Partnership |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Loancore Capital, Llc | Managing Member | Mar 2016 | A | 75% or more |
| Divcore Monterey Management Holdings, Llc | Member | Mar 2019 | B | ≈ 56.25% – 100% via Loancore Capital, Llc |
| Shiff Family 2020 Dynasty Trust | Member | Dec 2020 | B | ≈ 1.98% – 25% via Shiff Family Legacy, Llc |
| Divcore Capital, Llc | Member | Jun 2022 | B | ≈ 42.19% – 100% via Divcore Monterey Management Holdings, Llc |
| Mark L. Finerman 2006 Revocable Trust | Member | Apr 2024 | B | ≈ 3.96% – 37.5% via Grooper Llc |
| Grooper Llc | Member | Jun 2022 | B | ≈ 5.27% – 37.5% via Mf Management Holdings, Llc |
| Shiff Investment Company, Llc | Member | Jun 2022 | B | ≈ 10.55% – 50% via Divcore Capital, Llc |
| Shiff Family Legacy, Llc | Member | Jan 2021 | B | ≈ 2.64% – 25% via Shiff Investment Company, Llc |
| Mf Management Holdings, Llc | Member | Jun 2022 | B | ≈ 10.55% – 50% via Divcore Capital, Llc |
| Ravensmount Limited Partnership | Member | Jun 2022 | B | ≈ 10.55% – 50% via Divcore Capital, Llc |
| Ravensmount General Partner, Llc | General Partner | Jun 2022 | B | GP / trustee / elected manager of Ravensmount Limited Partnership (indirect) |
| First Republic Trust Company Of Delaware, Llc | Trustee | Dec 2020 | B | GP / trustee / elected manager of Shiff Family 2020 Dynasty Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Shiff, Stuart, Zachary: 50% – 75% of Shiff Investment Company, Llc × 25% – 50% of Divcore Capital, Llc × 75% – 100% of Divcore Monterey Management Holdings, Llc × 75% – 100% of Loancore Capital, Llc × 75% – 100% direct ≈ 5.27% – 37.5% of the firm
- Mashaal, Robert, Gil: 75% – 100% of Ravensmount Limited Partnership × 25% – 50% of Divcore Capital, Llc × 75% – 100% of Divcore Monterey Management Holdings, Llc × 75% – 100% of Loancore Capital, Llc × 75% – 100% direct ≈ 7.91% – 50% of the firm
- Divcore Monterey Management Holdings, Llc: 75% – 100% of Loancore Capital, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Shiff Family 2020 Dynasty Trust: 75% – 100% of Shiff Family Legacy, Llc × 25% – 50% of Shiff Investment Company, Llc × 25% – 50% of Divcore Capital, Llc × 75% – 100% of Divcore Monterey Management Holdings, Llc × 75% – 100% of Loancore Capital, Llc × 75% – 100% direct ≈ 1.98% – 25% of the firm
- Divcore Capital, Llc: 75% – 100% of Divcore Monterey Management Holdings, Llc × 75% – 100% of Loancore Capital, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Mark L. Finerman 2006 Revocable Trust: 75% – 100% of Grooper Llc × 50% – 75% of Mf Management Holdings, Llc × 25% – 50% of Divcore Capital, Llc × 75% – 100% of Divcore Monterey Management Holdings, Llc × 75% – 100% of Loancore Capital, Llc × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
- Grooper Llc: 50% – 75% of Mf Management Holdings, Llc × 25% – 50% of Divcore Capital, Llc × 75% – 100% of Divcore Monterey Management Holdings, Llc × 75% – 100% of Loancore Capital, Llc × 75% – 100% direct ≈ 5.27% – 37.5% of the firm
- Shiff Investment Company, Llc: 25% – 50% of Divcore Capital, Llc × 75% – 100% of Divcore Monterey Management Holdings, Llc × 75% – 100% of Loancore Capital, Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Shiff Family Legacy, Llc: 25% – 50% of Shiff Investment Company, Llc × 25% – 50% of Divcore Capital, Llc × 75% – 100% of Divcore Monterey Management Holdings, Llc × 75% – 100% of Loancore Capital, Llc × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Mf Management Holdings, Llc: 25% – 50% of Divcore Capital, Llc × 75% – 100% of Divcore Monterey Management Holdings, Llc × 75% – 100% of Loancore Capital, Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Ravensmount Limited Partnership: 25% – 50% of Divcore Capital, Llc × 75% – 100% of Divcore Monterey Management Holdings, Llc × 75% – 100% of Loancore Capital, Llc × 75% – 100% direct ≈ 10.55% – 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, $8.0B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Loancore Capital Credit Reit Llc | Hedge Fund | $8.0B | $1.0K | 141 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.23 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
Services
- • Portfolio management for pooled investment vehicles
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗