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Managing Partner · Core Capital Management, LLC

William J. Friend

CRD 6043514 · Named on Form ADV at one SEC-registered adviser

At a glance

Core Capital Management, LLC, an SEC-registered asset manager based in Chicago, IL with $216 million in regulatory assets, lists William J. Friend on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Sorina I. ZahanManaging Partner, Chief Investment Officer, Core Capital Management, LLC
  • Donald H. DespainPartner, Chief Compliance Officer, Chief Operating Officer, Core Capital Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.