CORE AND VALUE ADVISORS, LLC
CRD #156093 SEC #801-72087 SAN FRANCISCO, CA 415-658-3300
SEC Registered Private Funds
Total AUM
$20.5B
Discretionary
$12.6B
Employees
116
Clients
--
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $20.5B | $12.6B | $7.9B | 116 | 1 |
| Aug 2024 | $20.5B | $12.6B | $7.9B | 115 | 0 |
| Mar 2024 | $20.5B | $12.6B | $7.9B | 115 | 0 |
| Nov 2023 | $21.1B | $12.8B | $8.2B | 109 | 0 |
| Mar 2023 | $21.1B | $12.8B | $8.2B | 109 | 0 |
| Mar 2022 | $18B | $11B | $6.9B | 97 | 0 |
| Mar 2021 | $13.6B | $8.2B | $5.4B | 85 | 0 |
| Mar 2020 | $10.8B | $7.1B | $3.7B | 82 | 0 |
| Mar 2019 | $8.5B | $6.6B | $1.9B | 77 | 0 |
| Mar 2018 | $7.3B | $6.1B | $1.2B | 73 | 0 |
| Apr 2017 | $4.2B | $4.2B | $56.7K | 76 | 1 |
| Mar 2017 | $4B | $4B | $56.7K | 76 | 1 |
| Mar 2016 | $3.8B | $3.8B | $118.7K | 61 | 1 |
| Mar 2015 | $3B | $3B | $1.3M | 58 | 1 |
| Jun 2014 | $2.1B | $2.1B | $25.7M | 47 | 1 |
| Mar 2014 | $2.1B | $2.1B | $25.7M | 47 | 1 |
| Apr 2013 | $1.6B | $1.6B | $24.3M | 55 | 1 |
| Mar 2013 | $1.5B | $1.5B | $24.3M | 55 | 1 |
| Sep 2012 | $1B | $990.5M | $24.3M | 11 | 1 |
| Mar 2012 | $1.8B | $1.6B | $226.5M | 11 | 1 |
| Mar 2012 | $1.8B | $1.6B | $226.5M | 11 | 1 |
DateMar 2025
Total AUM$20.5B
Discretionary$12.6B
Non-Disc.$7.9B
Employees116
Clients1
DateAug 2024
Total AUM$20.5B
Discretionary$12.6B
Non-Disc.$7.9B
Employees115
Clients0
DateMar 2024
Total AUM$20.5B
Discretionary$12.6B
Non-Disc.$7.9B
Employees115
Clients0
DateNov 2023
Total AUM$21.1B
Discretionary$12.8B
Non-Disc.$8.2B
Employees109
Clients0
DateMar 2023
Total AUM$21.1B
Discretionary$12.8B
Non-Disc.$8.2B
Employees109
Clients0
DateMar 2022
Total AUM$18B
Discretionary$11B
Non-Disc.$6.9B
Employees97
Clients0
DateMar 2021
Total AUM$13.6B
Discretionary$8.2B
Non-Disc.$5.4B
Employees85
Clients0
DateMar 2020
Total AUM$10.8B
Discretionary$7.1B
Non-Disc.$3.7B
Employees82
Clients0
DateMar 2019
Total AUM$8.5B
Discretionary$6.6B
Non-Disc.$1.9B
Employees77
Clients0
DateMar 2018
Total AUM$7.3B
Discretionary$6.1B
Non-Disc.$1.2B
Employees73
Clients0
DateApr 2017
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$56.7K
Employees76
Clients1
DateMar 2017
Total AUM$4B
Discretionary$4B
Non-Disc.$56.7K
Employees76
Clients1
DateMar 2016
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$118.7K
Employees61
Clients1
DateMar 2015
Total AUM$3B
Discretionary$3B
Non-Disc.$1.3M
Employees58
Clients1
DateJun 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$25.7M
Employees47
Clients1
DateMar 2014
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$25.7M
Employees47
Clients1
DateApr 2013
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$24.3M
Employees55
Clients1
DateMar 2013
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$24.3M
Employees55
Clients1
DateSep 2012
Total AUM$1B
Discretionary$990.5M
Non-Disc.$24.3M
Employees11
Clients1
DateMar 2012
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$226.5M
Employees11
Clients1
DateMar 2012
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$226.5M
Employees11
Clients1