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CORE AND VALUE ADVISORS, LLC

CRD 156093 · SEC 801-72087

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FOUR EMBARCADERO CENTER, SUITE 3300, SAN FRANCISCO, CA, 94111, United States

Phone

415-658-3300

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$21.18B

Discretionary AUM

$12.83B

Team

161 total employees; 77 advisory reps; 1 broker-dealer reps

Clients

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Fees

Percentage of AUM; Fixed fees; Performance-based fees; ACQUISITION, DISPOSITION, AND FINANCING FEES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)INDEPENDENT FIDUCIARY SERVICES

Client types

TypeClientsAUM
Pooled investment vehicles14$16.19B

States served

CA, CO, GA, IL

All web addresses on file

Official SEC filing: View on IAPD