Asset manager · New York, NY
Acore Capital, LP
SEC-registered investment adviser · CRD 175054 · SEC 801-95178
At a glance
Acore Capital, LP is an SEC-registered investment adviser based in New York, New York, with $18.3 billion in regulatory assets under management as of its Form ADV filed April 13, 2026. Its largest client group by assets is insurance companies. By Form ADV it is a asset manager, ranked 385th of 3,218 asset managers and 924th of 17,210 SEC-registered advisers by assets.
Main office 212-235-1280acorecapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $18B
- Rank among asset managers
- #385 of 3,218
- Rank among all SEC RIAs
- #924 of 17,210
- Rank in New York
- #249 of 2,591
- Clients
- 29
- Accounts
- 29
- Discretionary
- 44% of AUM
- Employees
- 121
- Advisory staff
- 70
- Offices
- 5
Owners and executives on its Form ADV
- Boyd W. FellowsCOO and Managing Partner
- Christopher D. TokarskiManaging Partner
- Warren R. DehaanCEO and Managing Partner
- Perry S. WardManaging Partner
- Lawrence B. TaylorGeneral Counsel
- David A. KurzweilChief Compliance Officer
- Michael P. WilkinsonChief Financial Officer
Custody and brokerage
Custodian
Acore Capital, LP’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Insurance companies | 11 | $13B | 71% |
| Pooled investment vehicles | 17 | $5.2B | 29% |
| Other investment advisers | 1 | $29M | <1% |
Private funds
Acore Capital, LP reports 11 private funds with $7.1B in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Acore Capital, LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗acorecapital.com ↗
AtlasMembers
The full record on Acore Capital, LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 430 peers of its type and size
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- Owners and executives, with titles and stakes
- 7 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Acore Capital, LP manage?
Acore Capital, LP reports $18.3 billion in regulatory assets under management across 29 accounts, 44% of it on a discretionary basis, on its Form ADV filed April 13, 2026.
What kind of firm is Acore Capital, LP?
Acore Capital, LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Acore Capital, LP’s clients?
By assets, its largest client types are insurance companies ($13.0 billion, 11 clients); pooled investment vehicles ($5.2 billion, 17 clients); other investment advisers ($29 million, 1 clients).
Does Acore Capital, LP manage private funds?
Yes. It reports 11 private funds with $7.1 billion in gross assets, including real estate funds.
Does Acore Capital, LP have any disciplinary history?
Acore Capital, LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Acore Capital, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →